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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
VOYA Investment Management
126
VOYA Investment Management
Georgia
$1.36M +$197K +785 +17%
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$1.34M -$191K -763 -13%
Verition Fund Management
128
Verition Fund Management
Connecticut
$1.29M +$81.5K +325 +7%
LMKC
129
L.M. Kohn & Company
Ohio
$1.29M
WSFS
130
Wilmington Savings Fund Society
Delaware
$1.25M +$953K +3,801 +365%
SCM
131
Semanteon Capital Management
Massachusetts
$1.2M -$224K -895 -16%
MSRPS
132
Maryland State Retirement & Pension System
Maryland
$1.18M -$37.6K -150 -3%
SMWM
133
Silvia McColl Wealth Management
California
$1.18M
IEFM
134
IQ EQ Fund Management
Ireland
$1.14M
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$1.12M
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$1.1M -$75K -299 -7%
I
137
InceptionR
California
$1.07M +$123K +489 +13%
AAS
138
Avantax Advisory Services
Texas
$1.06M -$205K -819 -17%
BFG
139
Bleakley Financial Group
New Jersey
$1.05M +$28.8K +115 +3%
PAI
140
Pittenger & Anderson Inc
Nebraska
$1.05M +$95.3K +380 +10%
Arrowstreet Capital
141
Arrowstreet Capital
Massachusetts
$1.03M -$97.6K -389 -9%
AB
142
Amalgamated Bank
New York
$1.03M -$41.9K -167 -4%
ASRS
143
Arizona State Retirement System
Arizona
$1.01M +$27.1K +108 +3%
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$996K +$149K +593 +18%
WG
145
Winton Group
United Kingdom
$984K -$59.2K -236 -6%
Osaic Holdings
146
Osaic Holdings
Arizona
$925K -$39.1K -156 -4%
BA
147
Bridgewater Associates
Connecticut
$906K -$1.44M -5,722 -62%
PBC
148
Pavion Blue Capital
California
$903K
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$868K +$75.2K +300 +10%
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$845K +$172K +686 +27%

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.