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WD-40
WDFC

Overview Fund Activity

215 hedge funds and large institutions have $1.26B invested in WD-40 in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
69
Reduced
67
Closed
18
Calls
$2.63M
Puts
$3.05M
Net Calls
-$414K
Net Calls Change
-$732K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$65.2M
2
LIM
2
Lagoda Investment Management
New York
$7.35M
3
Wells Fargo
3
Wells Fargo
California
$21.5M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$58.1M
5
CCA
5
Cobblestone Capital Advisors
New York
$5.49M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$37.6M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$8.12M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$748K
5
CS
5
Credit Suisse
Switzerland
$811K
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$1.12M -$1.71M -15,477 -60%
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$1.07M – – –
DY
78
Dowling & Yahnke
California
$1.01M – – –
AG
79
Aperio Group
California
$941K -$104K -939 -10%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$938K +$67.3K +610 +8%
Truist Financial
81
Truist Financial
North Carolina
$918K +$56.9K +515 +7%
TCM
82
TD Capital Management
Tennessee
$884K – – –
NFA
83
Nationwide Fund Advisors
Ohio
$879K -$30.6K -277 -3%
PP
84
Paloma Partners
Connecticut
$873K +$873K +7,907 New
Jane Street
85
Jane Street
New York
$834K +$834K +7,560 New
CS
86
Credit Suisse
Switzerland
$811K -$2.85M -25,832 -78%
ASRS
87
Arizona State Retirement System
Arizona
$805K -$11K -100 -1%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$802K +$55.9K +507 +7%
Public Sector Pension Investment Board (PSP Investments)
89
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$798K -$309K -2,800 -28%
PAG
90
Private Advisor Group
New Jersey
$792K -$51.9K -470 -6%
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$760K +$272K +2,470 +56%
TAM
92
Tocqueville Asset Management
New York
$751K -$2.1K -19 -0.3%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$748K -$3.25M -29,527 -81%
LCM
94
Legato Capital Management
California
$740K +$665K +6,028 +889%
Citigroup
95
Citigroup
New York
$729K +$695K +6,290 +2,023%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$715K – – –
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$685K +$105K +950 +18%
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$629K – – –
MC
99
Menta Capital
California
$596K -$2.72M -24,605 -82%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$582K +$582K +5,273 New
2 3
4
5 6