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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
AI
176
Atria Investments
North Carolina
$559K -$16.1K -64 -3%
CIG
177
Cullen Investment Group
Louisiana
$558K +$1.25K +5 +0.2%
BCM
178
Buckhead Capital Management
Georgia
$551K
RJFSA
179
Raymond James Financial Services Advisors
Florida
$546K +$60.2K +240 +13%
Two Sigma Advisers
180
Two Sigma Advisers
New York
$542K -$150K -600 -22%
SA
181
Sanctuary Advisors
Indiana
$534K +$110K +438 +30%
MOACM
182
Mutual of America Capital Management
New York
$526K -$47.7K -190 -9%
HSBC Holdings
183
HSBC Holdings
United Kingdom
$511K +$16.8K +67 +4%
State Board of Administration of Florida Retirement System
184
State Board of Administration of Florida Retirement System
Florida
$500K +$18.6K +74 +4%
PFM
185
Premier Fund Managers
United Kingdom
$499K
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$499K -$68.2K -272 -12%
Simplex Trading
187
Simplex Trading
Illinois
$487K -$319K -1,271 -40%
ECM
188
Everence Capital Management
Indiana
$467K
RA
189
Royce & Associates
New York
$464K
SFA
190
Sequoia Financial Advisors
Ohio
$459K -$52.7K -210 -11%
DF
191
Donoghue Forlines
Massachusetts
$458K +$14K +56 +3%
OC
192
Oarsman Capital
Wisconsin
$453K +$8.78K +35 +2%
ACM
193
Allred Capital Management
Texas
$452K
Pictet Asset Management
194
Pictet Asset Management
Switzerland
$425K
II
195
Inspire Investing
Idaho
$412K -$1.25K -5 -0.3%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$403K
MWM
197
Meridian Wealth Management
Kentucky
$400K +$389K +1,550 New
PAG
198
Private Advisor Group
New Jersey
$398K +$34.6K +138 +10%
SC
199
Schulhoff & Co
Ohio
$389K
CCA
200
Checchi Capital Advisers
California
$387K

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.