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WD-40
WDFC

Overview Fund Activity

180 hedge funds and large institutions have $930M invested in WD-40 in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+5
Holders Change %
+2.86%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
62
Reduced
54
Closed
13
Calls
$807K
Puts
$110K
Net Calls
+$697K
Net Calls Change
+$244K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.84M
2
Parnassus Investments
2
Parnassus Investments
California
$111M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$53.9M
4
SAM
4
Shell Asset Management
Netherlands
$3.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$94.2M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$8.6M
2
VFA
2
Virtus Fund Advisers
Connecticut
$1.38M
3
TAM
3
THB Asset Management
Connecticut
$0
4
CCP
4
Clarkston Capital Partners
Michigan
$0
5
RP
5
Regal Partners
Australia
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
76
Dowling & Yahnke
California
$812K -$16.6K -187 -2%
BA
77
BlackRock Advisors
Delaware
$804K -$32.3K -363 -4%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$765K – – –
Truist Financial
79
Truist Financial
North Carolina
$762K -$58.8K -660 -7%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$721K -$708K -7,943 -50%
TCM
81
TD Capital Management
Tennessee
$713K – – –
First Trust Advisors
82
First Trust Advisors
Illinois
$682K -$17.8K -200 -3%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$661K +$105K +1,178 +19%
MC
84
Martin & Co
Tennessee
$650K +$55.7K +625 +9%
ACM
85
Argentus Capital Management
Texas
$635K +$635K +7,124 New
JIC
86
Johnson Investment Counsel
Ohio
$596K +$596K +6,700 New
HighTower Advisors
87
HighTower Advisors
Illinois
$588K +$9.05K +101 +2%
ASRS
88
Arizona State Retirement System
Arizona
$569K +$569K +6,391 New
AG
89
Aperio Group
California
$564K +$62.1K +698 +12%
DC
90
Deere & Company
Illinois
$553K -$476K -5,340 -46%
UBS AM
91
UBS AM
Illinois
$550K +$68.9K +773 +14%
LSERS
92
Louisiana State Employees Retirement System
Louisiana
$526K -$17.8K -200 -3%
SVP
93
Springbank Value Partners
New York
$517K -$187K -2,100 -27%
Los Angeles Capital Management
94
Los Angeles Capital Management
California
$513K – – –
LPL Financial
95
LPL Financial
California
$512K -$117K -1,268 -19%
AQR Capital Management
96
AQR Capital Management
Connecticut
$508K -$80.2K -900 -14%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$505K +$22.3K +250 +5%
SCA
98
Strategic Capital Alternatives
United States
$465K +$465K +5,218 New
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$436K – – –
CB
100
Commerce Bank
Missouri
$430K -$4.45K -50 -1%
2 3
4
5 6