We are live on ! Find out more
WDFC icon

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
GT
176
Glenmede Trust
Pennsylvania
$378K +$60.1K +281 +18%
Jane Street
177
Jane Street
New York
$371K -$1.52M -7,088 -80%
LCM
178
Legato Capital Management
California
$367K -$15K -70 -4%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$351K -$22.7K -106 -6%
OC
180
Oarsman Capital
Wisconsin
$335K – – –
MWM
181
Meridian Wealth Management
Kentucky
$315K – – –
SC
182
Schulhoff & Co
Ohio
$315K – – –
CIM
183
CIM Investment Management
Pennsylvania
$312K – – –
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$311K +$328K +1,532 New
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$309K +$325K +1,520 New
State of Wisconsin Investment Board
186
State of Wisconsin Investment Board
Wisconsin
$305K -$806K -3,770 -71%
II
187
Inspire Investing
Idaho
$305K -$32.7K -153 -9%
CCA
188
Checchi Capital Advisers
California
$305K +$321K +1,500 New
CAM
189
Cozad Asset Management
Illinois
$303K – – –
JF
190
Jump Financial
Illinois
$300K +$315K +1,474 New
RHJA
191
Rice Hall James & Associates
California
$295K – – –
Capstone Investment Advisors
192
Capstone Investment Advisors
New York
$293K +$309K +1,443 New
MHIC
193
Marble Harbor Investment Counsel
Massachusetts
$285K – – –
Fidelity Investments
194
Fidelity Investments
Massachusetts
$283K +$2.35K +11 +0.8%
PAG
195
Private Advisor Group
New Jersey
$280K +$1.71K +8 +0.6%
API
196
Advisor Partners II
California
$279K +$35.1K +164 +14%
CCA
197
Cobblestone Capital Advisors
New York
$278K – – –
KC
198
Kenfarb & Co
Kentucky
$276K – – –
AIP
199
Ameritas Investment Partners
Nebraska
$274K +$55K +257 +24%
GAM
200
Gotham Asset Management
New York
$271K +$285K +1,332 New
6 7
8
9 10

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.