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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
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$570K +$70.1K +328 +13%
TCM
152
TD Capital Management
Tennessee
$566K – – –
Bessemer Group
153
Bessemer Group
New Jersey
$564K -$5.13K -24 -0.9%
CSS
154
Cubist Systematic Strategies
Connecticut
$556K +$551K +2,576 +1,590%
CA
155
Clearstead Advisors
Ohio
$555K +$584K +2,729 New
CT
156
Clearstead Trust
Maine
$553K – – –
GCM
157
Graham Capital Management
Connecticut
$526K +$553K +2,588 New
Handelsbanken Fonder
158
Handelsbanken Fonder
Sweden
$521K – – –
CAN
159
Cetera Advisor Networks
California
$506K +$30.4K +142 +6%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$498K +$35.9K +168 +7%
OAM
161
Oppenheimer Asset Management
New York
$494K +$1.28K +6 +0.2%
MOACM
162
Mutual of America Capital Management
New York
$483K -$58.8K -275 -10%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$480K -$642 -3 -0.1%
SEI Investments
164
SEI Investments
Pennsylvania
$441K +$9.2K +43 +2%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$424K -$42.6K -199 -9%
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$418K +$440K +2,056 New
ANTB
167
AMG National Trust Bank
Colorado
$415K – – –
Creative Planning
168
Creative Planning
Kansas
$415K +$28.7K +134 +7%
Two Sigma Advisers
169
Two Sigma Advisers
New York
$406K +$428K +2,000 New
American Century Companies
170
American Century Companies
Missouri
$400K -$763K -3,570 -64%
BCM
171
Buckhead Capital Management
Georgia
$399K – – –
ACM
172
Allred Capital Management
Texas
$393K -$4.28K -20 -1%
WG
173
Winton Group
United Kingdom
$391K -$82.3K -385 -17%
AAS
174
Avantax Advisory Services
Texas
$383K +$118K +553 +41%
AI
175
AdvisorShares Investments
Maryland
$382K +$402K +1,878 New
5 6
7
8 9

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.