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342 hedge funds and large institutions have $2.74B invested in WD-40 in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 117 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.45% less ownership

Funds ownership: 93.32%92.87% (-0.45%)

5% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 117

4% less funds holding

Funds holding: 356342 (-14)

14% less capital invested

Capital invested by funds: $3.17B → $2.74B (-$433M)

26% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 46

84% less call options, than puts

Call options by funds: $9.93M | Put options by funds: $62.8M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
342
Holders Change
-14
Holders Change %
-3.93%
% of All Funds
4.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
34
Increased
111
Reduced
117
Closed
46
Calls
$9.93M
Puts
$62.8M
Net Calls
-$52.9M
Net Calls Change
+$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$453M -$7.9M -34,167 -2%
APG Asset Management
2
APG Asset Management
Netherlands
$365M -$4.43M -19,167 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$353M -$3.95M -17,068 -1%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$127M -$3.66M -15,843 -3%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$120M -$2.86M -12,382 -2%
State Street
6
State Street
Massachusetts
$113M -$534K -2,311 -0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$80.2M +$5.74M +24,808 +7%
CCA
8
Conestoga Capital Advisors
Pennsylvania
$69.5M +$24.7K +107 +0%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$67.5M +$1.36M +5,893 +2%
Ameriprise
10
Ameriprise
Minnesota
$58.5M +$21.7M +93,690 +54%
Renaissance Technologies
11
Renaissance Technologies
New York
$53.5M +$69.4K +300 +0.1%
First Trust Advisors
12
First Trust Advisors
Illinois
$49M -$4.79M -20,723 -9%
GCM
13
Geneva Capital Management
Wisconsin
$46.3M -$1.21M -5,223 -2%
Northern Trust
14
Northern Trust
Illinois
$39.6M -$1.36M -5,893 -3%
Man Group
15
Man Group
United Kingdom
$37M +$2.27M +9,799 +6%
Morgan Stanley
16
Morgan Stanley
New York
$35.2M +$376K +1,626 +1%
Norges Bank
17
Norges Bank
Norway
$34.1M +$630K +2,726 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$31.2M +$799K +3,458 +2%
Charles Schwab
19
Charles Schwab
California
$31.1M +$745K +3,224 +2%
Principal Financial Group
20
Principal Financial Group
Iowa
$24.1M -$12.3M -53,069 -33%
Marshall Wace
21
Marshall Wace
United Kingdom
$20.8M -$2.66M -11,505 -11%
JAM
22
Jupiter Asset Management
United Kingdom
$20.2M +$2.57M +11,112 +14%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$18.5M -$147K -636 -0.8%
Wells Fargo
24
Wells Fargo
California
$17.6M -$1.06M -4,575 -5%
Invesco
25
Invesco
Georgia
$15.9M -$2.51M -10,846 -13%

WDFC Hedge Fund Activity: Q2 2024 in Review

342 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q2 2024, worth a combined $2.74B — down 14% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of WDFC and 34 opened new positions — a net loss of 12 holders — while 117 trimmed existing stakes and 111 added.

The largest buyer was Ameriprise, adding an estimated $21.7M. The largest seller was Principal Financial Group, cutting an estimated $12.3M.

  • 342 institutional investors held WD-40 (WDFC) as of Q2 2024, down from 356 in Q1 2024.
  • Funds reported $2.74B of WD-40 stock for Q2 2024, down 14% quarter-over-quarter.
  • 34 funds opened new WD-40 positions in Q2 2024 and 46 closed out, a net change of -12 holders.
  • The largest WD-40 buyer in Q2 2024 was Ameriprise, an estimated $21.7M added.
  • The largest WD-40 seller in Q2 2024 was Principal Financial Group, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2024.