We are live on ! Find out more
WDFC icon

WD-40
WDFC

285 hedge funds and large institutions have $2.24B invested in WD-40 in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

55% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 69

12% more capital invested

Capital invested by funds: $1.99B → $2.24B (+$245M)

5% more funds holding

Funds holding: 271 → 285 (+14)

0.22% more ownership

Funds ownership: 93.08% → 93.3% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

39% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $19.6M

Holders
285
Holders Change
+14
Holders Change %
+5.17%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
107
Reduced
69
Closed
21
Calls
$11.9M
Puts
$19.6M
Net Calls
-$7.72M
Net Calls Change
-$60K

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$10.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$8.89M
3
Principal Financial Group
Principal Financial Group
Iowa
+$7.17M
4
Bank of America
Bank of America
North Carolina
+$4.18M
5
HPWA
Hall Private Wealth Advisors
North Carolina
+$3.38M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$12.4M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$8.35M
3
First Trust Advisors
First Trust Advisors
Illinois
-$7.21M
4
Ameriprise
Ameriprise
Minnesota
-$5.3M
5
Man Group
Man Group
United Kingdom
-$4.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
151
Oppenheimer Asset Management
New York
$429K +$9.49K +55 +2%
GCP
152
GSA Capital Partners
United Kingdom
$418K -$168K -972 -29%
CAN
153
Cetera Advisor Networks
California
$416K +$4.83K +28 +1%
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$407K – – –
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$404K -$535K -3,097 -58%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$403K +$50.2K +291 +15%
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$401K +$1.73K +10 +0.4%
US Bancorp
158
US Bancorp
Minnesota
$373K +$16.6K +96 +5%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$365K +$8.63K +50 +2%
ANTB
160
AMG National Trust Bank
Colorado
$364K – – –
MUAMU
161
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$356K +$345K +2,000 New
BCM
162
Buckhead Capital Management
Georgia
$350K – – –
HF
163
HRT Financial
New York
$349K +$339K +1,965 New
ACM
164
Allred Capital Management
Texas
$348K – – –
Creative Planning
165
Creative Planning
Kansas
$336K +$4.66K +27 +1%
LCM
166
Legato Capital Management
California
$334K – – –
SEI Investments
167
SEI Investments
Pennsylvania
$330K +$73.7K +427 +30%
State Board of Administration of Florida Retirement System
168
State Board of Administration of Florida Retirement System
Florida
$321K -$352K -2,040 -53%
Allspring Global Investments
169
Allspring Global Investments
North Carolina
$320K -$431K -2,497 -58%
YIH
170
Y-Intercept (HK)
Hong Kong
$314K +$305K +1,764 New
BAM
171
Belpointe Asset Management
Nevada
$307K +$11.6K +67 +4%
CCIA
172
Campbell & Co Investment Adviser
Maryland
$301K +$292K +1,689 New
OC
173
Oarsman Capital
Wisconsin
$293K – – –
SWS
174
SYSTM Wealth Solutions
Illinois
$291K +$3.8K +22 +1%
RFC
175
Regions Financial Corp
Alabama
$289K -$95.3K -552 -25%
5 6
7
8 9

WDFC Hedge Fund Activity: Q1 2023 in Review

285 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2023, worth a combined $2.24B — up 12% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WDFC positions and 21 closed out — a net gain of 15 holders — while 107 added to existing stakes and 69 trimmed.

The largest buyer was Marshall Wace, adding an estimated $10.1M. The largest seller was Renaissance Technologies, cutting an estimated $12.4M.

  • 285 institutional investors held WD-40 (WDFC) as of Q1 2023, up from 271 in Q4 2022.
  • Funds reported $2.24B of WD-40 stock for Q1 2023, up 12% quarter-over-quarter.
  • 36 funds opened new WD-40 positions in Q1 2023 and 21 closed out, a net change of +15 holders.
  • The largest WD-40 buyer in Q1 2023 was Marshall Wace, an estimated $10.1M added.
  • The largest WD-40 seller in Q1 2023 was Renaissance Technologies, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2023.