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WD-40
WDFC

Overview Fund Activity

220 hedge funds and large institutions have $1.34B invested in WD-40 in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
34
Increased
63
Reduced
65
Closed
26
Calls
$1.1M
Puts
$1.08M
Net Calls
+$18K
Net Calls Change
-$350K

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$129M
2
AAM
2
Aberdeen Asset Management
United Kingdom
$33.3M
3
CS
3
Credit Suisse
Switzerland
$13.5M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$41.8M
5
CONA
5
Capital One National Association
New York
$5.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.08M
2
GKIM
2
GW&K Investment Management
Massachusetts
$17.8M
3
Retirement Systems of Alabama
3
Retirement Systems of Alabama
Alabama
$0
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$9.56M +$4.4M +37,603 +85%
Morgan Stanley
27
Morgan Stanley
New York
$9.14M +$4.24M +36,259 +87%
Charles Schwab
28
Charles Schwab
California
$8.56M +$405K +3,462 +5%
BIM
29
BlackRock Investment Management
Delaware
$8.32M +$1.55M +13,280 +23%
MOACM
30
Mutual of America Capital Management
New York
$7.15M -$35.9K -307 -0.5%
New York State Teachers Retirement System (NYSTRS)
31
New York State Teachers Retirement System (NYSTRS)
New York
$5.83M – – –
CONA
32
Capital One National Association
New York
$5.6M +$4.67M +39,928 +503%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$5.44M -$830K -7,100 -13%
GI
34
GAMCO Investors
Connecticut
$5.13M – – –
TCIM
35
TIAA CREF Investment Management
New York
$4.93M -$2.08M -17,753 -30%
PPA
36
Parametric Portfolio Associates
Washington
$4.93M -$2.16M -18,437 -30%
Bank of America
37
Bank of America
North Carolina
$4.81M -$951K -8,134 -17%
Goldman Sachs
38
Goldman Sachs
New York
$4.08M -$10.4M -88,587 -72%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$4.08M +$3.1M +26,478 +316%
BG
40
BlackRock Group
United Kingdom
$3.98M +$1.21M +10,329 +44%
William Blair & Company
41
William Blair & Company
Illinois
$3.91M +$443K +3,792 +13%
AI
42
Axiom Investors
Connecticut
$3.91M +$987K +8,448 +34%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$3.39M -$93.5K -800 -3%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$3.14M +$8.18K +70 +0.3%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$2.98M +$2.98M +25,522 New
Prudential Financial
46
Prudential Financial
New Jersey
$2.95M -$127K -1,090 -4%
Legal & General Group
47
Legal & General Group
United Kingdom
$2.93M +$1.32M +11,327 +83%
Stifel Financial
48
Stifel Financial
Missouri
$2.77M +$104K +890 +4%
TA
49
Teachers Advisors
New York
$2.75M +$102K +870 +4%
CCA
50
Conestoga Capital Advisors
Pennsylvania
$2.71M +$2.71M +23,150 New
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