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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 %
OIA
251
Optimum Investment Advisors
Illinois
$7K – – –
RCAG
252
Rehmann Capital Advisory Group
Michigan
$6.37K – – –
SA
253
SRH Advisors
Kansas
$6K – – –
WAM
254
Wealthspire Advisors (Maryland)
Maryland
$6K +$857 +5 +17%
TC
255
Trilogy Capital
California
$5K +$5K +30 New
RFM
256
Royal Fund Management
Florida
$4K -$43.4K -293 -92%
S
257
SignatureFD
Georgia
$4K – – –
CCM
258
Cribstone Capital Management
Maine
$4K – – –
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$3K -$1.11K -7 -27%
SFM
260
Signet Financial Management
New Jersey
$3K +$2.4K +12 +400%
HAM
261
Highstreet Asset Management
Ontario, Canada
$3K +$3K +20 New
PFBT
262
Parkside Financial Bank & Trust
Missouri
$2K – – –
GWS
263
Glassman Wealth Services
Virginia
$1K – – –
CIR
264
Clear Investment Research
Georgia
$1K +$1K +3 New
CAM
265
Congress Asset Management
Massachusetts
– -$1.77M -12,075 Closed
ERSOT
266
Employees Retirement System of Texas
Texas
– -$585K -4,000 Closed
6M
267
6 Meridian
Kansas
– -$543K -3,711 Closed
Envestnet Asset Management
268
Envestnet Asset Management
Illinois
– -$438K -2,994 Closed
Millennium Management
269
Millennium Management
New York
– -$382K -2,609 Closed
AB
270
Amalgamated Bank
New York
– -$326K -2,230 Closed
DTL
271
Dynamic Technology Lab
Singapore
– -$315K -2,154 Closed
BBI
272
Baxter Bros Inc
Connecticut
– -$215K -1,470 Closed
GT
273
Glenmede Trust
Pennsylvania
– -$46K -313 Closed
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
– -$44K -300 Closed
WT
275
Washington Trust
Rhode Island
– -$44K -300 Closed
8 9 10
11
12