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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 %
UBS AM
101
UBS AM
Illinois
$442K – – –
PP
102
PDT Partners
New York
$435K +$435K +5,111 New
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$427K -$4.25K -50 -1%
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$417K – – –
SBH
105
Segall Bryant & Hamill
Illinois
$407K -$3.23K -38 -0.8%
PI
106
Placemark Investments
Illinois
$402K -$144K -1,696 -26%
PAM
107
Paradigm Asset Management
New York
$400K -$17K -200 -4%
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$397K – – –
AG
109
Aperio Group
California
$393K +$106K +1,248 +37%
Acadian Asset Management
110
Acadian Asset Management
Massachusetts
$392K +$392K +4,601 New
MA
111
MUFG Americas
New York
$387K -$217K -2,550 -36%
1GA
112
1st Global Advisors
Texas
$362K +$7.15K +84 +2%
NGA
113
Naples Global Advisors
Florida
$329K – – –
MERSOM
114
Municipal Employees' Retirement System of Michigan
Michigan
$308K – – –
ProShare Advisors
115
ProShare Advisors
Maryland
$304K -$233K -2,742 -43%
LPL Financial
116
LPL Financial
California
$291K +$291K +3,416 New
BF
117
BOK Financial
Oklahoma
$273K -$269K -3,164 -50%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$267K +$2.37K +28 +0.9%
PI
119
PineBridge Investments
New York
$267K +$10.9K +128 +4%
UB
120
UMB Bank
Missouri
$255K – – –
SG Americas Securities
121
SG Americas Securities
New York
$248K +$248K +2,920 New
RHJA
122
Rice Hall James & Associates
California
$242K +$242K +2,850 New
ZIM
123
Zacks Investment Management
Illinois
$230K +$230K +2,704 New
SWP
124
Stratos Wealth Partners
Ohio
$227K +$227K +2,663 New
BBI
125
Baxter Bros Inc
Connecticut
$227K +$227K +2,670 New
3 4
5
6 7