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WD-40
WDFC

Overview Fund Activity

197 hedge funds and large institutions have $1.02B invested in WD-40 in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
197
Holders Change
+17
Holders Change %
+9.44%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
64
Reduced
50
Closed
13
Calls
$214K
Puts
$143K
Net Calls
+$71K
Net Calls Change
-$626K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$86.7M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$65.2M
3
BFA
3
BlackRock Fund Advisors
California
$85.7M
4
OC
4
Oppenheimer & Co
New York
$2.79M
5
Invesco
5
Invesco
Georgia
$7.67M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$15.4M
2
Wells Fargo
2
Wells Fargo
California
$28.7M
3
EAM
3
Edge Asset Management
Washington
$10.4M
4
Bank of America
4
Bank of America
North Carolina
$5.56M
5
SAM
5
Shell Asset Management
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DY
76
Dowling & Yahnke
California
$900K 9,122 – –
HighTower Advisors
77
HighTower Advisors
Illinois
$887K 8,995 +2,434 +37%
DA
78
Denali Advisors
California
$878K 8,900 +8,900 New
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$848K 8,598 – –
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$829K 8,400 -3,000 -26%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$815K 8,260 +849 +11%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$798K 8,094 – –
TCM
83
TD Capital Management
Tennessee
$790K 8,008 – –
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$735K 7,450 -3,182 -30%
Truist Financial
85
Truist Financial
North Carolina
$721K 7,305 -1,246 -15%
MC
86
Martin & Co
Tennessee
$720K 7,300 – –
OLA
87
Oliver Luxxe Assets
New Jersey
$679K 6,519 +6,519 New
JIC
88
Johnson Investment Counsel
Ohio
$660K 6,700 – –
UBS AM
89
UBS AM
Illinois
$658K 6,672 +499 +8%
AG
90
Aperio Group
California
$656K 6,645 +308 +5%
ASRS
91
Arizona State Retirement System
Arizona
$650K 6,591 +200 +3%
BTS
92
BB&T Securities
Virginia
$637K 6,459 -7,388 -53%
DC
93
Deere & Company
Illinois
$612K 6,207 – –
BA
94
BlackRock Advisors
Delaware
$597K 6,054 -2,978 -33%
LSERS
95
Louisiana State Employees Retirement System
Louisiana
$582K 5,900 – –
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$568K 5,760 – –
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$567K 5,750 +80 +1%
Mackenzie Financial
98
Mackenzie Financial
Ontario, Canada
$560K 5,672 +5,672 New
CAM
99
Capstone Asset Management
Texas
$496K 5,030 +400 +9%
TRSOTSOK
100
Teachers Retirement System of the State of Kentucky
Kentucky
$483K 4,900 – –
2 3
4
5 6