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WD-40
WDFC

Overview Fund Activity

267 hedge funds and large institutions have $2.15B invested in WD-40 in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+23
Holders Change %
+9.43%
% of All Funds
6.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
79
Reduced
81
Closed
13
Calls
$10.2M
Puts
$6.59M
Net Calls
+$3.6M
Net Calls Change
+$3.32M

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$37.5M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$32.5M
3
BlackRock
3
BlackRock
New York
$342M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$75.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$236M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.81M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$35.1M
3
RP
3
Regal Partners
Australia
$57.6M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$113M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$50K +$45.3K +262 +970%
FHA
227
Flagship Harbor Advisors
Massachusetts
$46K +$5.28K +31 +13%
WF
228
WealthTrust Fairport
Ohio
$43K – – –
WA
229
WP Advisors
California
$35K – – –
PAM
230
Paradigm Asset Management
New York
$34.4K -$103K -600 -75%
JFGIW
231
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K – – –
AssetMark Inc
232
AssetMark Inc
California
$30K – – –
SWA
233
Sutton Wealth Advisors
Florida
$29.8K – – –
First Manhattan
234
First Manhattan
New York
$25K – – –
IDBONY
235
Israel Discount Bank of New York
New York
$22K -$17.3K -100 -44%
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$22K – – –
MCA
237
Mercer Capital Advisers
New Jersey
$21K – – –
Bessemer Group
238
Bessemer Group
New Jersey
$18K +$18K +107 New
VCM
239
Versant Capital Management
Arizona
$17K – – –
TCOV
240
Trust Company of Vermont
Vermont
$17K – – –
ONST
241
Old North State Trust
North Carolina
$17K +$17K +100 New
SO
242
STRS Ohio
Ohio
$17K +$17K +100 New
FHB
243
First Hawaiian Bank
Hawaii
$16K +$16K +93 New
TIM
244
Tortoise Investment Management
New York
$15K – – –
FHA
245
First Horizon Advisors
Tennessee
$15K – – –
PA
246
Parallel Advisors
California
$11K – – –
MWM
247
MinichMacGregor Wealth Management
New York
$11K +$167 +1 +2%
WEC
248
Winslow Evans & Crocker
Massachusetts
$10K – – –
JA
249
JOYN Advisors
Georgia
$9K -$500 -3 -5%
IFAM
250
Institutional & Family Asset Management
Colorado
$9K +$2.29K +14 +34%
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