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345 hedge funds and large institutions have $3.05B invested in WD-40 in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 100 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

20% more capital invested

Capital invested by funds: $2.53B → $3.05B (+$516M)

13% more funds holding

Funds holding: 306345 (+39)

3.93% more ownership

Funds ownership: 91.36%95.29% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 103

25% less call options, than puts

Call options by funds: $24.4M | Put options by funds: $32.4M

Holders
345
Holders Change
+39
Holders Change %
+12.75%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
66
Increased
100
Reduced
103
Closed
17
Calls
$24.4M
Puts
$32.4M
Net Calls
-$7.99M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$1.74M +$22.1K +99 +1%
Deutsche Bank
102
Deutsche Bank
Germany
$1.74M +$2.68K +12 +0.2%
MIM
103
MetLife Investment Management
New Jersey
$1.7M
HW
104
Hancock Whitney
Mississippi
$1.67M -$33.3K -149 -2%
T. Rowe Price Investment Management
105
T. Rowe Price Investment Management
Maryland
$1.66M +$1.55M +6,941 New
YCM
106
Yousif Capital Management
Michigan
$1.64M +$32.6K +146 +2%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$1.64M +$131K +585 +9%
MP
108
McDonald Partners
Ohio
$1.63M -$67K -300 -4%
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$1.63M -$22.3K -100 -1%
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$1.61M -$159K -711 -10%
QEI
111
QSV Equity Investors
Illinois
$1.6M +$1.49M +6,689 New
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.55M -$58.5K -262 -4%
AWM
113
Avior Wealth Management
Nebraska
$1.49M
BCC
114
Bridge City Capital
Oregon
$1.42M +$154K +691 +13%
AB
115
Amalgamated Bank
New York
$1.4M -$41.3K -185 -3%
CFMC
116
Curbstone Financial Management Corp
New Hampshire
$1.4M -$44.6K -200 -3%
Ensign Peak Advisors
117
Ensign Peak Advisors
Utah
$1.39M +$67K +300 +5%
DC
118
Davenport & Co
Virginia
$1.33M -$66.1K -296 -5%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$1.29M -$6.7K -30 -0.6%
MC
120
Maverick Capital
Texas
$1.25M +$1.17M +5,229 New
LMKC
121
L.M. Kohn & Company
Ohio
$1.21M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
122
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.2M +$893K +4,000 +400%
HighTower Advisors
123
HighTower Advisors
Illinois
$1.19M +$59.6K +267 +6%
MSRPS
124
Maryland State Retirement & Pension System
Maryland
$1.18M -$15.4K -69 -1%
Osaic Holdings
125
Osaic Holdings
Arizona
$1.17M -$685K -3,070 -39%

WDFC Hedge Fund Activity: Q4 2023 in Review

345 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q4 2023, worth a combined $3.05B — up 20% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new WDFC positions and 17 closed out — a net gain of 49 holders — while 100 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.4M. The largest seller was First Trust Advisors, cutting an estimated $74.1M.

  • 345 institutional investors held WD-40 (WDFC) as of Q4 2023, up from 306 in Q3 2023.
  • Funds reported $3.05B of WD-40 stock for Q4 2023, up 20% quarter-over-quarter.
  • 66 funds opened new WD-40 positions in Q4 2023 and 17 closed out, a net change of +49 holders.
  • The largest WD-40 buyer in Q4 2023 was Morgan Stanley, an estimated $52.4M added.
  • The largest WD-40 seller in Q4 2023 was First Trust Advisors, an estimated $74.1M sold.

Based on aggregated 13F filings for Q4 2023.