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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
CPW
176
Crestmont Private Wealth
Texas
$284K +$39.4K +228 +17%
GT
177
Glenmede Trust
Pennsylvania
$281K -$518 -3 -0.2%
MWM
178
Meridian Wealth Management
Kentucky
$276K – – –
SC
179
Schulhoff & Co
Ohio
$276K – – –
II
180
Inspire Investing
Idaho
$273K +$12.8K +74 +5%
CIM
181
CIM Investment Management
Pennsylvania
$273K +$9.15K +53 +4%
PAMS
182
Pictet Asset Management (Switzerland)
Switzerland
$273K – – –
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$269K -$5.52K -32 -2%
SCM
184
Stonebridge Capital Management
California
$267K – – –
CAM
185
Cozad Asset Management
Illinois
$265K – – –
RHJA
186
Rice Hall James & Associates
California
$258K – – –
SSA
187
Schonfeld Strategic Advisors
New York
$249K -$676K -3,918 -74%
MHIC
188
Marble Harbor Investment Counsel
Massachusetts
$249K – – –
CGH
189
Crossmark Global Holdings
Texas
$247K +$239K +1,384 New
CCA
190
Cobblestone Capital Advisors
New York
$243K – – –
KC
191
Kenfarb & Co
Kentucky
$242K – – –
HWM
192
Howard Wealth Management
Connecticut
$240K – – –
Verition Fund Management
193
Verition Fund Management
Connecticut
$238K +$231K +1,339 New
First Manhattan
194
First Manhattan
New York
$231K – – –
RB
195
Rodgers Brothers
Pennsylvania
$231K – – –
BCI
196
Brinker Capital Investments
Pennsylvania
$223K +$216K +1,253 New
OPS
197
Orion Portfolio Solutions
Nebraska
$223K +$216K +1,253 New
API
198
Advisor Partners II
California
$216K +$209K +1,211 New
ATC
199
Argent Trust Co
Tennessee
$209K +$203K +1,176 New
Fidelity Investments
200
Fidelity Investments
Massachusetts
$209K +$1.04K +6 +0.5%
6 7
8
9 10

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.