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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
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$883K – – –
LCM
127
Landscape Capital Management
New Jersey
$868K -$2.07M -9,675 -69%
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$821K -$37.2K -174 -4%
EHC
129
Everett Harris & Co
California
$813K – – –
PAI
130
Pittenger & Anderson Inc
Nebraska
$808K +$128K +600 +18%
Millennium Management
131
Millennium Management
New York
$799K -$772K -3,612 -48%
State Board of Administration of Florida Retirement System
132
State Board of Administration of Florida Retirement System
Florida
$799K +$16.7K +78 +2%
VI
133
Vestcor Inc
New Brunswick, Canada
$791K – – –
ASRS
134
Arizona State Retirement System
Arizona
$785K +$10.5K +49 +1%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$784K -$7.49K -35 -0.9%
RCM
136
Radnor Capital Management
Pennsylvania
$772K +$813K +3,800 New
BFG
137
Bleakley Financial Group
New Jersey
$768K +$55.6K +260 +7%
SS
138
Simplicity Solutions
Minnesota
$768K +$72.9K +341 +10%
Walleye Trading
139
Walleye Trading
New York
$757K -$769K -3,594 -49%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$747K +$110K +516 +16%
PBC
141
Pavion Blue Capital
California
$711K – – –
VRS
142
Virginia Retirement Systems
Virginia
$691K – – –
M&T Bank
143
M&T Bank
New York
$680K -$70.1K -328 -9%
HF
144
HRT Financial
New York
$664K -$296K -1,386 -30%
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$651K +$54.7K +256 +9%
CTC
146
Central Trust Company
Missouri
$636K – – –
MUAMU
147
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$610K -$214K -1,000 -25%
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$602K +$39.6K +185 +7%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$601K -$525K -2,455 -45%
Aviva
150
Aviva
United Kingdom
$586K +$616K +2,882 New
4 5
6
7 8

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.