WD-40
WDFC
356 hedge funds and large institutions have $3.17B invested in WD-40 in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 121 reducing their positions, and 27 closing their positions.
63% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 27
3% more funds holding
Funds holding: 345 → 356 (+11)
4% more capital invested
Capital invested by funds: $3.05B → $3.17B (+$121M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.97% less ownership
Funds ownership: 95.29% → 93.32% (-2%)
11% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 121
79% less call options, than puts
Call options by funds: $15.6M | Put options by funds: $73.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$59.3M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$20.9M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$18.1M |
| 4 |
Renaissance Technologies
New York
|
+$14.6M |
| 5 |
Man Group
London,
United Kingdom
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$101M |
| 2 |
Neuberger Berman Group
New York
|
-$20.8M |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$15.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.6M |
| 5 |
Jane Street
New York
|
-$10.6M |
WDFC Hedge Fund Activity: Q1 2024 in Review
356 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2024, worth a combined $3.17B — up 4% from $3.05B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new WDFC positions and 27 closed out — a net gain of 17 holders — while 108 added to existing stakes and 121 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $59.3M. The largest seller was Morgan Stanley, cutting an estimated $101M.
- 356 institutional investors held WD-40 (WDFC) as of Q1 2024, up from 345 in Q4 2023.
- Funds reported $3.17B of WD-40 stock for Q1 2024, up 4% quarter-over-quarter.
- 44 funds opened new WD-40 positions in Q1 2024 and 27 closed out, a net change of +17 holders.
- The largest WD-40 buyer in Q1 2024 was First Trust Advisors, an estimated $59.3M added.
- The largest WD-40 seller in Q1 2024 was Morgan Stanley, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2024.