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WD-40
WDFC

306 hedge funds and large institutions have $2.53B invested in WD-40 in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

8% more capital invested

Capital invested by funds: $2.34B → $2.53B (+$192M)

6% more funds holding

Funds holding: 288 → 306 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.12% less ownership

Funds ownership: 92.48% → 91.36% (-1.1%)

20% less call options, than puts

Call options by funds: $23.5M | Put options by funds: $29.5M

26% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 108

Holders
306
Holders Change
+18
Holders Change %
+6.25%
% of All Funds
4.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
42
Increased
80
Reduced
108
Closed
22
Calls
$23.5M
Puts
$29.5M
Net Calls
-$5.97M
Net Calls Change
+$10.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.2M
2
Squarepoint
Squarepoint
New York
+$8.74M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.55M
4
Comerica Bank
Comerica Bank
Texas
+$6.55M
5
PAM
PineStone Asset Management
Quebec, Canada
+$5.8M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$18.9M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$18.5M
3
Ameriprise
Ameriprise
Minnesota
-$13.3M
4
BlackRock
BlackRock
New York
-$8.9M
5
APG Asset Management
APG Asset Management
Netherlands
-$7.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
101
Barclays
United Kingdom
$1.36M -$1.47M -6,893 -51%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$1.27M -$328K -1,532 -20%
AWM
103
Avior Wealth Management
Nebraska
$1.26M – – –
MAM
104
Martingale Asset Management
Massachusetts
$1.26M -$42.8K -200 -3%
AB
105
Amalgamated Bank
New York
$1.23M -$33.6K -157 -3%
CFMC
106
Curbstone Financial Management Corp
New Hampshire
$1.23M -$74.8K -350 -5%
QC
107
Quadrature Capital
United Kingdom
$1.22M +$1.28M +6,001 New
Mariner
108
Mariner
Kansas
$1.21M +$230K +1,075 +22%
DC
109
Davenport & Co
Virginia
$1.19M +$23.5K +110 +2%
DFCM
110
Dark Forest Capital Management
Puerto Rico
$1.13M -$67.1K -314 -5%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$1.12M – – –
Aberdeen Group
112
Aberdeen Group
United Kingdom
$1.11M +$58.6K +274 +5%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$1.1M -$855 -4 -0.1%
JMPWA
114
JP Morgan Private Wealth Advisors
California
$1.08M -$61.6K -288 -5%
BCC
115
Bridge City Capital
Oregon
$1.07M -$7.27K -34 -0.6%
UBS Group
116
UBS Group
Switzerland
$1.04M -$1.83M -8,543 -62%
LMKC
117
L.M. Kohn & Company
Ohio
$1.03M – – –
MSRPS
118
Maryland State Retirement & Pension System
Maryland
$1.02M -$62.4K -292 -6%
IEFM
119
IQ EQ Fund Management
Ireland
$1M -$85.8K -401 -8%
HighTower Advisors
120
HighTower Advisors
Illinois
$958K -$216K -1,008 -18%
SMWM
121
Silvia McColl Wealth Management
California
$938K – – –
Simplex Trading
122
Simplex Trading
Illinois
$935K +$776K +3,630 +373%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$934K -$26.5K -124 -3%
Holocene Advisors
124
Holocene Advisors
New York
$918K -$718K -3,358 -43%
LPL Financial
125
LPL Financial
California
$898K +$78.7K +368 +9%
3 4
5
6 7

WDFC Hedge Fund Activity: Q3 2023 in Review

306 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2023, worth a combined $2.53B — up 8.2% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new WDFC positions and 22 closed out — a net gain of 20 holders — while 80 added to existing stakes and 108 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.2M. The largest seller was Norges Bank, cutting an estimated $18.9M.

  • 306 institutional investors held WD-40 (WDFC) as of Q3 2023, up from 288 in Q2 2023.
  • Funds reported $2.53B of WD-40 stock for Q3 2023, up 8.2% quarter-over-quarter.
  • 42 funds opened new WD-40 positions in Q3 2023 and 22 closed out, a net change of +20 holders.
  • The largest WD-40 buyer in Q3 2023 was Morgan Stanley, an estimated $22.2M added.
  • The largest WD-40 seller in Q3 2023 was Norges Bank, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2023.