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WD-40
WDFC

Overview Fund Activity

300 hedge funds and large institutions have $2.3B invested in WD-40 in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 27 closing their positions.

Holders
300
Holders Change
+33
Holders Change %
+12.36%
% of All Funds
6.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
60
Increased
86
Reduced
76
Closed
27
Calls
$12.7M
Puts
$9.93M
Net Calls
+$2.79M
Net Calls Change
-$812K

Top Buyers

1
O
1
OppenheimerFunds
New York
$15.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$133M
3
RI
3
Redwood Investments
Massachusetts
$12.4M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$45.5M
5
Ameriprise
5
Ameriprise
Minnesota
$79.6M

Top Sellers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$46.2M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$24.8M
3
LIM
3
Lagoda Investment Management
New York
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$31.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
226
STRS Ohio
Ohio
$146K +$128K +700 +700%
RFC
227
Regions Financial Corp
Alabama
$141K -$137K -749 -49%
LWANC
228
Laurel Wealth Advisors (North Carolina)
North Carolina
$126K +$126K +690 New
IWA
229
Intercontinental Wealth Advisors
Texas
$113K +$113K +616 New
FIB
230
First Interstate Bank
Montana
$110K – – –
AIM
231
Acropolis Investment Management
Missouri
$110K – – –
ASN
232
Advisory Services Network
Georgia
$100K +$3.83K +21 +4%
AF
233
Advisornet Financial
Minnesota
$98K -$19.5K -106 -17%
GI
234
Gradient Investments
Minnesota
$92K – – –
NSIM
235
North Star Investment Management
Illinois
$92K – – –
EFSCE
236
Enterprise Financial Services Corp (EFSC)
Missouri
$92K – – –
RE
237
RBC Europe
United Kingdom
$89.8K – – –
BNP Paribas Financial Markets
238
BNP Paribas Financial Markets
France
$85.8K -$55.3K -302 -39%
PAM
239
Paradigm Asset Management
New York
$82.5K +$45.8K +250 +125%
PCG
240
Private Capital Group
Connecticut
$73K – – –
Ohio Public Employees Retirement System (OPERS)
241
Ohio Public Employees Retirement System (OPERS)
Ohio
$66K -$9.69K -53 -13%
SF
242
Synovus Financial
Georgia
$65K -$10.3K -56 -14%
MOACM
243
Mutual of America Capital Management
New York
$62K -$4.1M -22,570 -99%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$58K – – –
IA
245
IFP Advisors
Florida
$57K -$4.39K -24 -7%
AF
246
Allworth Financial
California
$57K +$184 +1 +0.3%
PCM
247
Princeton Capital Management
New Jersey
$57K +$57K +310 New
MA
248
MUFG Americas
New York
$55K – – –
KCM
249
Karp Capital Management
California
$55K +$55K +300 New
FHA
250
Flagship Harbor Advisors
Massachusetts
$49K +$360 +2 +0.7%
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