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364 hedge funds and large institutions have $3.2B invested in WD-40 in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

17% more capital invested

Capital invested by funds: $2.74B → $3.2B (+$464M)

6% more funds holding

Funds holding: 342364 (+22)

0% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 117

0.03% less ownership

Funds ownership: 92.87%92.84% (-0.03%)

51% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $32.8M

Holders
364
Holders Change
+22
Holders Change %
+6.43%
% of All Funds
5.23%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
117
Reduced
117
Closed
20
Calls
$16.1M
Puts
$32.8M
Net Calls
-$16.7M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IMRF
101
Illinois Municipal Retirement Fund
Illinois
$1.9M -$16.6K -66 -0.9%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.86M -$102K -405 -5%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$1.85M +$130K +517 +8%
IIM
104
INTECH Investment Management
Florida
$1.8M +$657K +2,620 +60%
ECM
105
ExodusPoint Capital Management
New York
$1.78M +$346K +1,378 +25%
EGM
106
Engineers Gate Manager
New York
$1.78M +$12.8K +51 +0.7%
HW
107
Hancock Whitney
Mississippi
$1.76M
GCP
108
GSA Capital Partners
United Kingdom
$1.75M -$2.65M -10,545 -61%
HighTower Advisors
109
HighTower Advisors
Illinois
$1.74M -$87.3K -348 -5%
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$1.72M
New York State Common Retirement Fund
111
New York State Common Retirement Fund
New York
$1.7M -$351K -1,400 -17%
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$1.68M -$75.2K -300 -4%
DC
113
Davenport & Co
Virginia
$1.65M +$2.26K +9 +0.1%
Lazard Asset Management
114
Lazard Asset Management
New York
$1.64M -$3.6M -14,351 -69%
MP
115
McDonald Partners
Ohio
$1.64M -$107K -425 -6%
AWM
116
Avior Wealth Management
Nebraska
$1.61M
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$1.53M -$2.33M -9,307 -61%
JFG
118
Jefferies Financial Group
New York
$1.52M +$1.48M +5,903 New
American Century Companies
119
American Century Companies
Missouri
$1.51M +$60.5K +241 +4%
CFMC
120
Curbstone Financial Management Corp
New Hampshire
$1.45M -$52.7K -210 -4%
AA
121
ALPS Advisors
Colorado
$1.44M -$1.71M -6,822 -55%
QEI
122
QSV Equity Investors
Illinois
$1.43M
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$1.42M
YCM
124
Yousif Capital Management
Michigan
$1.37M -$31.4K -125 -2%
AQR Capital Management
125
AQR Capital Management
Connecticut
$1.37M -$1.28M -5,121 -49%

WDFC Hedge Fund Activity: Q3 2024 in Review

364 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2024, worth a combined $3.2B — up 17% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new WDFC positions and 20 closed out — a net gain of 23 holders — while 117 added to existing stakes and 117 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.5M. The largest seller was APG Asset Management, cutting an estimated $43.9M.

  • 364 institutional investors held WD-40 (WDFC) as of Q3 2024, up from 342 in Q2 2024.
  • Funds reported $3.2B of WD-40 stock for Q3 2024, up 17% quarter-over-quarter.
  • 43 funds opened new WD-40 positions in Q3 2024 and 20 closed out, a net change of +23 holders.
  • The largest WD-40 buyer in Q3 2024 was Ameriprise, an estimated $26.5M added.
  • The largest WD-40 seller in Q3 2024 was APG Asset Management, an estimated $43.9M sold.

Based on aggregated 13F filings for Q3 2024.