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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
BlackRock
1
BlackRock
New York
$535M +$2.83M +11,299 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$415M +$1M +3,995 +0.2%
APG Asset Management
3
APG Asset Management
Netherlands
$372M -$43.9M -175,047 -10%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$146M -$3.18M -12,696 -2%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$142M +$262K +1,045 +0.2%
State Street
6
State Street
Massachusetts
$135M +$2.36M +9,418 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$97.5M +$3.25M +12,943 +4%
Ameriprise
8
Ameriprise
Minnesota
$95.9M +$26.5M +105,604 +40%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$83M +$1.35M +5,381 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$76M -$3.08M -12,281 -4%
Renaissance Technologies
11
Renaissance Technologies
New York
$58.1M -$4.62M -18,400 -8%
Norges Bank
12
Norges Bank
Norway
$57.5M +$17M +67,768 +44%
GCM
13
Geneva Capital Management
Wisconsin
$54.6M +$248K +988 +0.5%
Morgan Stanley
14
Morgan Stanley
New York
$49.6M +$8.12M +32,362 +20%
First Trust Advisors
15
First Trust Advisors
Illinois
$49.2M -$8.05M -32,112 -14%
Northern Trust
16
Northern Trust
Illinois
$46.5M +$13.5K +54 +0%
Charles Schwab
17
Charles Schwab
California
$37.5M +$993K +3,960 +3%
Man Group
18
Man Group
United Kingdom
$35.1M -$8.05M -32,098 -19%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$33M -$3.58M -14,260 -10%
Principal Financial Group
20
Principal Financial Group
Iowa
$27.8M -$401K -1,600 -1%
JAM
21
Jupiter Asset Management
United Kingdom
$24.9M +$1.18M +4,689 +5%
Goldman Sachs
22
Goldman Sachs
New York
$23.3M +$9.49M +37,846 +72%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$21.9M +$178K +710 +0.8%
Wells Fargo
24
Wells Fargo
California
$20.7M +$75.8K +302 +0.4%
Marshall Wace
25
Marshall Wace
United Kingdom
$17.3M -$6.89M -27,467 -29%

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.