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WD-40
WDFC

Overview Fund Activity

175 hedge funds and large institutions have $813M invested in WD-40 in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+15
Holders Change %
+9.38%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
59
Reduced
57
Closed
10
Calls
–
Puts
$747K
Net Calls
-$747K
Net Calls Change
-$727K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$25.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.42M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$71M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$29.7M
5
TC
5
TFS Capital
Pennsylvania
$2.71M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$61.7M
2
Wells Fargo
2
Wells Fargo
California
$27M
3
EAM
3
Edge Asset Management
Washington
$10.5M
4
SB
4
Suntrust Banks
Georgia
$50.6M
5
SCM
5
SG Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FQ
101
First Quadrant
California
$560K +$560K +7,500 New
Deutsche Bank
102
Deutsche Bank
Germany
$548K -$1.18M -15,891 -68%
GAM
103
Gotham Asset Management
New York
$541K +$541K +7,240 New
CAM
104
Capstone Asset Management
Texas
$531K -$29.1K -390 -5%
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$531K +$155K +2,077 +41%
MA
106
MUFG Americas
New York
$530K +$37.3K +500 +8%
SIM
107
Spark Investment Management
New York
$518K +$518K +6,950 New
First Trust Advisors
108
First Trust Advisors
Illinois
$514K +$95.9K +1,283 +23%
CB
109
Commerce Bank
Missouri
$496K -$3.73K -50 -0.7%
LSERS
110
Louisiana State Employees Retirement System
Louisiana
$493K +$493K +6,600 New
CCP
111
Clarkston Capital Partners
Michigan
$411K +$411K +5,500 New
PAM
112
Paradigm Asset Management
New York
$411K -$22.4K -300 -5%
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$403K -$44.8K -600 -10%
ST
114
Semper Trust
Pennsylvania
$403K – – –
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$394K – – –
Citigroup
116
Citigroup
New York
$391K +$304K +4,069 +348%
Two Sigma Advisers
117
Two Sigma Advisers
New York
$384K -$417K -5,600 -52%
JPMPWA
118
J.P. Morgan Private Wealth Advisors
California
$384K +$7.03K +94 +2%
FA
119
FDx Advisors
Illinois
$367K +$367K +4,919 New
UBS AM
120
UBS AM
Illinois
$351K +$22.4K +300 +7%
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$348K – – –
Citadel Advisors
122
Citadel Advisors
Florida
$344K +$32.6K +436 +10%
D.E. Shaw & Co
123
D.E. Shaw & Co
New York
$337K -$161K -2,155 -32%
ONB
124
Old National Bancorp
Indiana
$336K -$27.4K -367 -8%
FNBOO
125
First National Bank of Omaha
Nebraska
$332K -$5.6K -75 -2%
3 4
5
6 7