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WD-40
WDFC

Overview Fund Activity

289 hedge funds and large institutions have $2.11B invested in WD-40 in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 111 increasing their positions, 78 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
-11
Holders Change %
-3.67%
% of All Funds
6.26%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
27
Increased
111
Reduced
78
Closed
36
Calls
$9.84M
Puts
$6.95M
Net Calls
+$2.9M
Net Calls Change
+$111K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$12.3M
2
Norges Bank
Norges Bank
Norway
+$10.6M
3
Ameriprise
Ameriprise
Minnesota
+$10.2M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$10M
5
BlackRock
BlackRock
New York
+$8.13M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$95M
2
Renaissance Technologies
Renaissance Technologies
New York
-$12.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.1M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$4.04M
5
CCPM
Cooper Creek Partners Management
New York
-$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
251
Berman Capital Advisors
Georgia
$23K – – –
IDBONY
252
Israel Discount Bank of New York
New York
$22K – – –
WAM
253
Wealthspire Advisors (Maryland)
Maryland
$22K +$1.69K +10 +8%
Simplex Trading
254
Simplex Trading
Illinois
$22K +$22K +131 New
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
MCA
256
Mercer Capital Advisers
New Jersey
$21K – – –
GSWM
257
Golden State Wealth Management
California
$18K +$18K +107 New
TCOV
258
Trust Company of Vermont
Vermont
$17K – – –
FHB
259
First Hawaiian Bank
Hawaii
$16K – – –
ONST
260
Old North State Trust
North Carolina
$16K – – –
OWD
261
Osborn Williams & Donohoe
Ohio
$16K +$16K +100 New
VCM
262
Versant Capital Management
Arizona
$15K -$1.69K -10 -10%
FHA
263
First Horizon Advisors
Tennessee
$15K – – –
TIM
264
Tortoise Investment Management
New York
$14K – – –
WOC
265
West Oak Capital
California
$14K +$14K +80 New
HFM
266
Harvest Fund Management
China
$13K -$221K -1,340 -94%
PA
267
Parallel Advisors
California
$11K – – –
WEC
268
Winslow Evans & Crocker
Massachusetts
$10K – – –
HGWM
269
Harvest Group Wealth Management
Massachusetts
$10K +$10K +60 New
IFAM
270
Institutional & Family Asset Management
Colorado
$9K – – –
OIA
271
Optimum Investment Advisors
Illinois
$7K – – –
RCAG
272
Rehmann Capital Advisory Group
Michigan
$6.27K – – –
SA
273
SRH Advisors
Kansas
$6K – – –
WAS
274
WESPAC Advisors SoCal
California
$6K – – –
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$6K +$6K +38 New
9 10
11
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