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WD-40
WDFC

Overview Fund Activity

169 hedge funds and large institutions have $887M invested in WD-40 in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+6
Holders Change %
+3.68%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
41
Reduced
61
Closed
12
Calls
$1.14M
Puts
$673K
Net Calls
+$468K
Net Calls Change
+$1.87M

Top Buyers

1
William Blair & Company
1
William Blair & Company
Illinois
$8.26M
2
BFA
2
BlackRock Fund Advisors
California
$67.6M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$2.76M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$41.5M
5
Invesco
5
Invesco
Georgia
$2.95M

Top Sellers

1
VFA
1
Virtus Fund Advisers
Connecticut
$21.8M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
SAM
3
Shell Asset Management
Netherlands
$800K
4
RP
4
Regal Partners
Australia
$25.3M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$931K +$50.6K +595 +6%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$927K -$76.5K -900 -8%
Citigroup
78
Citigroup
New York
$868K +$781K +9,167 +893%
NCM
79
Noesis Capital Mangement
Florida
$863K -$53.4K -628 -6%
CS
80
Credit Suisse
Switzerland
$841K -$98K -1,151 -10%
ASRS
81
Arizona State Retirement System
Arizona
$814K -$8.5K -100 -1%
SAM
82
Shell Asset Management
Netherlands
$800K -$3.21M -37,719 -80%
DY
83
Dowling & Yahnke
California
$735K – – –
Stifel Financial
84
Stifel Financial
Missouri
$727K +$46.2K +543 +7%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$724K -$21.8K -256 -3%
MAM
86
Martingale Asset Management
Massachusetts
$707K -$25.5K -300 -3%
TCM
87
TD Capital Management
Tennessee
$678K +$3.06K +36 +0.5%
BA
88
BlackRock Advisors
Delaware
$673K -$30.9K -363 -4%
SVP
89
Springbank Value Partners
New York
$672K – – –
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$663K +$12.3K +145 +2%
M&T Bank
91
M&T Bank
New York
$638K -$206K -2,413 -24%
RFC
92
Russell Frank Company
Washington
$606K +$210K +2,481 +53%
CAM
93
Capstone Asset Management
Texas
$602K -$100K -1,180 -14%
MC
94
Martin & Co
Tennessee
$559K +$8.5K +100 +2%
LSERS
95
Louisiana State Employees Retirement System
Louisiana
$527K -$17K -200 -3%
CB
96
Commerce Bank
Missouri
$510K -$7.23K -85 -1%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$507K -$36.1K -424 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
98
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$500K -$181K -2,126 -27%
ST
99
Semper Trust
Pennsylvania
$459K – – –
Millennium Management
100
Millennium Management
New York
$456K +$456K +5,363 New
2 3
4
5 6