WDFC icon

WD-40
WDFC

Overview Fund Activity

278 hedge funds and large institutions have $1.91B invested in WD-40 in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 97 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
-11
Holders Change %
-3.81%
% of All Funds
6.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
75
Reduced
97
Closed
36
Calls
$7.36M
Puts
$3.88M
Net Calls
+$3.48M
Net Calls Change
+$587K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$98.4M
2
APG Asset Management
APG Asset Management
Netherlands
$18.2M
3
Aberdeen Group
Aberdeen Group
United Kingdom
$34M
4
Morgan Stanley
Morgan Stanley
New York
$16.9M
5
Invesco
Invesco
Georgia
$36.8M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
$7.82M
2
Renaissance Technologies
Renaissance Technologies
New York
$61.1M
3
BlackRock
BlackRock
New York
$317M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$69.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Advisornet Financial
Minnesota
$85K – – –
EFSCE
227
Enterprise Financial Services Corp (EFSC)
Missouri
$80K – – –
GI
228
Gradient Investments
Minnesota
$80K +$80K +500 New
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$63K – – –
RE
230
RBC Europe
United Kingdom
$61.2K – – –
PCG
231
Private Capital Group
Connecticut
$59K – – –
LWANC
232
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K -$54.7K -344 -50%
CIAS
233
Capital Investment Advisory Services
North Carolina
$50K – – –
Ohio Public Employees Retirement System (OPERS)
234
Ohio Public Employees Retirement System (OPERS)
Ohio
$49K -$5.07K -32 -9%
AF
235
Allworth Financial
California
$49K – – –
FHA
236
Flagship Harbor Advisors
Massachusetts
$49K +$157 +1 +0.3%
MA
237
MUFG Americas
New York
$48K – – –
SO
238
STRS Ohio
Ohio
$47K -$31.3K -200 -40%
SF
239
Synovus Financial
Georgia
$46K – – –
SPIA
240
Steward Partners Investment Advisory
New York
$43K +$43K +274 New
OAM
241
Oppenheimer Asset Management
New York
$41K -$318 -2 -0.8%
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K – – –
CAL
243
Capital Analysts LLC
Pennsylvania
$32K – – –
LC
244
Lindbrook Capital
California
$32K – – –
SWA
245
Sutton Wealth Advisors
Florida
$27.5K – – –
AssetMark Inc
246
AssetMark Inc
California
$25K – – –
BCA
247
Berman Capital Advisors
Georgia
$23K +$1.87K +12 +9%
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
MCA
249
Mercer Capital Advisers
New Jersey
$19K – – –
Lazard Asset Management
250
Lazard Asset Management
New York
$18K -$4.73K -31 -21%
8 9
10
11 12