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WD-40
WDFC

Overview Fund Activity

300 hedge funds and large institutions have $2.3B invested in WD-40 in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+33
Holders Change %
+12.36%
% of All Funds
6.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
60
Increased
86
Reduced
76
Closed
27
Calls
$12.7M
Puts
$9.93M
Net Calls
+$2.79M
Net Calls Change
-$812K

Top Buyers

1
O
1
OppenheimerFunds
New York
$15.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$133M
3
RI
3
Redwood Investments
Massachusetts
$12.4M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$45.5M
5
Ameriprise
5
Ameriprise
Minnesota
$79.6M

Top Sellers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$46.2M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$24.8M
3
LIM
3
Lagoda Investment Management
New York
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$31.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
276
Institutional & Family Asset Management
Colorado
$10K – – –
JA
277
JOYN Advisors
Georgia
$8K -$1.39K -8 -15%
OIA
278
Optimum Investment Advisors
Illinois
$8K – – –
RCAG
279
Rehmann Capital Advisory Group
Michigan
$6.78K – – –
SA
280
SRH Advisors
Kansas
$6K – – –
MNBTD
281
Moody National Bank Trust Division
Texas
$6K +$6K +32 New
Walleye Trading
282
Walleye Trading
New York
$6K +$6K +34 New
WAS
283
WESPAC Advisors SoCal
California
$6K +$6K +36 New
CCM
284
Cribstone Capital Management
Maine
$5K – – –
CAM
285
Cresset Asset Management
Illinois
$5K +$5K +25 New
Schroder Investment Management Group
286
Schroder Investment Management Group
United Kingdom
$4.03K +$440 +2,400 +12%
S
287
SignatureFD
Georgia
$4K – – –
HAM
288
Highstreet Asset Management
Ontario, Canada
$3K -$529 -3 -15%
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
APC
290
Aspire Private Capital
North Carolina
$3K +$3K +18 New
RFM
291
Royal Fund Management
Florida
$2K -$1.6K -12 -44%
PFBT
292
Parkside Financial Bank & Trust
Missouri
$2K – – –
PWMG
293
Prestige Wealth Management Group
New Jersey
$2K +$2K +11 New
CIR
294
Clear Investment Research
Georgia
$1K – – –
GWS
295
Glassman Wealth Services
Virginia
$1K – – –
UB
296
UMB Bank
Missouri
$367 – – –
WA
297
WBH Advisory
Maryland
$201 +$201 +1,100 New
GT
298
Glenmede Trust
Pennsylvania
$39 +$39 +217 New
LIM
299
Lagoda Investment Management
New York
– -$12.3M -71,500 Closed
CIBC World Market
300
CIBC World Market
Ontario, Canada
– -$3.35M -19,443 Closed
9 10 11
12
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