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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
DM
151
Deerfield Management
New York
$834K +$811K +3,233 New
OPERF
152
Oregon Public Employees Retirement Fund
Oregon
$830K -$25.8K -103 -3%
CTC
153
Central Trust Company
Missouri
$807K
Holocene Advisors
154
Holocene Advisors
New York
$794K -$878K -3,500 -53%
SEI Investments
155
SEI Investments
Pennsylvania
$790K +$24.6K +98 +3%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$789K
Creative Planning
157
Creative Planning
Kansas
$787K +$115K +459 +18%
ETC
158
Exchange Traded Concepts
Oklahoma
$782K -$773K -3,081 -50%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$773K -$56.7K -226 -7%
COPPSERS
160
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$747K -$6.02K -24 -0.8%
TCM
161
TD Capital Management
Tennessee
$718K
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$715K -$45.9K -183 -6%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$689K -$42.1K -168 -6%
Truist Financial
164
Truist Financial
North Carolina
$670K -$38.9K -155 -6%
Aviva
165
Aviva
United Kingdom
$647K -$56.4K -225 -8%
LCM
166
Legato Capital Management
California
$643K
GAM
167
Gotham Asset Management
New York
$631K -$1.18M -4,705 -66%
Amundi
168
Amundi
France
$626K +$83K +331 +16%
GT
169
Glenmede Trust
Pennsylvania
$619K -$67K -267 -10%
DFCM
170
Dark Forest Capital Management
Puerto Rico
$615K +$335K +1,334 +127%
VI
171
Vestcor Inc
New Brunswick, Canada
$611K -$370K -1,475 -38%
Cerity Partners
172
Cerity Partners
New York
$604K +$161K +643 +38%
M&T Bank
173
M&T Bank
New York
$600K +$2.01K +8 +0.3%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$595K +$88.8K +354 +18%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$568K -$95.8K -382 -15%

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.