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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
BlackRock
1
BlackRock
New York
$417M -$8.9M -41,641 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$328M -$1.51M -7,073 -0.4%
APG Asset Management
3
APG Asset Management
Netherlands
$325M -$7.89M -36,872 -2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$132M -$18.5M -86,295 -12%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$127M -$3.68M -17,188 -3%
State Street
6
State Street
Massachusetts
$101M +$716K +3,349 +0.7%
First Trust Advisors
7
First Trust Advisors
Illinois
$70.4M -$7.38M -34,522 -9%
Morgan Stanley
8
Morgan Stanley
New York
$63.8M +$22.2M +103,949 +50%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$63.3M +$4.02M +18,812 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$62.4M +$2.89M +13,520 +5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$61.7M +$2.05M +9,574 +3%
Ameriprise
12
Ameriprise
Minnesota
$56.3M -$13.3M -62,258 -18%
GCM
13
Geneva Capital Management
Wisconsin
$44.2M +$271K +1,268 +0.6%
Renaissance Technologies
14
Renaissance Technologies
New York
$38.7M +$5.34M +24,985 +15%
Principal Financial Group
15
Principal Financial Group
Iowa
$38.7M -$1.55M -7,246 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$31M -$1.58M -7,368 -5%
Northern Trust
17
Northern Trust
Illinois
$31M +$713K +3,334 +2%
Charles Schwab
18
Charles Schwab
California
$27.1M +$717K +3,352 +3%
Marshall Wace
19
Marshall Wace
United Kingdom
$26M -$497K -2,326 -2%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$18.5M +$125K +583 +0.6%
Wells Fargo
21
Wells Fargo
California
$18.2M -$639K -2,990 -3%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$17.6M -$103K -480 -0.5%
Man Group
23
Man Group
United Kingdom
$16.5M -$6.46M -30,207 Closed
DDC
24
DF Dent & Co
Maryland
$15.3M -$180K -844 -1%
Squarepoint
25
Squarepoint
New York
$13.6M +$8.74M +40,852 +155%
1
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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.