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WD-40
WDFC

Overview Fund Activity

282 hedge funds and large institutions have $2.22B invested in WD-40 in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+4
Holders Change %
+1.44%
% of All Funds
6.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
27
Increased
89
Reduced
81
Closed
23
Calls
$11.4M
Puts
$9.36M
Net Calls
+$2.02M
Net Calls Change
-$1.46M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$170M
2
APG Asset Management
APG Asset Management
Netherlands
$46.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.7M
4
RI
Redwood Investments
Massachusetts
$19.4M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$61.9M

Top Sellers

1
Invesco
Invesco
Georgia
$25.3M
2
Ameriprise
Ameriprise
Minnesota
$97.7M
3
Aberdeen Group
Aberdeen Group
United Kingdom
$29.2M
4
BTS
BB&T Securities
Virginia
$1.84M
5
Citadel Advisors
Citadel Advisors
Florida
$4.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
226
Laurel Wealth Advisors (North Carolina)
North Carolina
$127K +$63.3K +344 +99%
LTFS
227
Ladenburg Thalmann Financial Services
Florida
$123K -$20.2K -110 -14%
FIB
228
First Interstate Bank
Montana
$110K – – –
AIM
229
Acropolis Investment Management
Missouri
$110K +$110K +600 New
ASN
230
Advisory Services Network
Georgia
$104K – – –
AF
231
Advisornet Financial
Minnesota
$98K – – –
EFSCE
232
Enterprise Financial Services Corp (EFSC)
Missouri
$92K – – –
GI
233
Gradient Investments
Minnesota
$92K – – –
NSIM
234
North Star Investment Management
Illinois
$92K +$92K +500 New
Simplex Trading
235
Simplex Trading
Illinois
$91K -$125K -683 -58%
QCG
236
Quadrant Capital Group
Ohio
$74K +$73.3K +405 +10,125%
PCG
237
Private Capital Group
Connecticut
$73K – – –
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$72K – – –
TRCT
239
Tower Research Capital (TRC)
New York
$71K +$66.6K +362 +1,508%
RE
240
RBC Europe
United Kingdom
$70.7K – – –
AF
241
Allworth Financial
California
$57K +$183 +1 +0.3%
FHA
242
Flagship Harbor Advisors
Massachusetts
$57K +$182 +1 +0.3%
MA
243
MUFG Americas
New York
$55K – – –
Ohio Public Employees Retirement System (OPERS)
244
Ohio Public Employees Retirement System (OPERS)
Ohio
$54K -$2.95K -16 -5%
SF
245
Synovus Financial
Georgia
$53K – – –
CIAS
246
Capital Investment Advisory Services
North Carolina
$52K – – –
SPIA
247
Steward Partners Investment Advisory
New York
$50K – – –
OAM
248
Oppenheimer Asset Management
New York
$47K – – –
JFGIW
249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K – – –
LC
250
Lindbrook Capital
California
$37K – – –
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