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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 %
CAL
251
Capital Analysts LLC
Pennsylvania
$36K – – –
SWA
252
Sutton Wealth Advisors
Florida
$31.8K – – –
AssetMark Inc
253
AssetMark Inc
California
$29K – – –
BCA
254
Berman Capital Advisors
Georgia
$27K – – –
FHA
255
First Horizon Advisors
Tennessee
$24K +$7.76K +43 +48%
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$23K – – –
MCA
257
Mercer Capital Advisers
New Jersey
$22K – – –
GSWM
258
Golden State Wealth Management
California
$20K +$185 +1 +0.9%
IA
259
IFP Advisors
Florida
$20K +$20K +108 New
ONST
260
Old North State Trust
North Carolina
$18K – – –
TCOV
261
Trust Company of Vermont
Vermont
$18K – – –
TIM
262
Tortoise Investment Management
New York
$16K – – –
WEC
263
Winslow Evans & Crocker
Massachusetts
$12K – – –
HGWM
264
Harvest Group Wealth Management
Massachusetts
$11K – – –
VCM
265
Versant Capital Management
Arizona
$9K -$346 -2 -4%
IFAM
266
Institutional & Family Asset Management
Colorado
$7K – – –
CFA
267
Carroll Financial Associates
North Carolina
$7K – – –
RCAG
268
Rehmann Capital Advisory Group
Michigan
$6.79K – – –
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$6K -$3.64K -20 -38%
SA
270
SRH Advisors
Kansas
$6K – – –
SFS
271
Sowell Financial Services
Arkansas
$5K +$5K +26 New
S
272
SignatureFD
Georgia
$4K – – –
HAM
273
Highstreet Asset Management
Ontario, Canada
$3K – – –
FBT
274
First Bank & Trust
South Dakota
$3K – – –
Lazard Asset Management
275
Lazard Asset Management
New York
$2K -$16.2K -105 -89%
9 10
11
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