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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 %
AP
101
AHL Partners
United Kingdom
$577K +$577K +5,233 New
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$567K +$222K +2,008 +64%
AAM
103
Advisors Asset Management
Colorado
$556K -$298K -2,696 -35%
T. Rowe Price Associates
104
T. Rowe Price Associates
Maryland
$545K -$44.1K -400 -7%
UBS AM
105
UBS AM
Illinois
$528K -$204K -1,851 -28%
FA
106
FDx Advisors
Illinois
$518K +$177K +1,601 +52%
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$508K – – –
SGI
108
Summit Global Investments
Utah
$508K +$144K +1,300 +39%
CTC
109
Central Trust Company
Missouri
$473K – – –
SDIC
110
South Dakota Investment Council
South Dakota
$463K +$463K +4,200 New
SAM
111
Symphony Asset Management
California
$442K +$16.6K +150 +4%
ERSOT
112
Employees Retirement System of Texas
Texas
$441K – – –
GBBWRPM
113
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$441K – – –
SBH
114
Segall Bryant & Hamill
Illinois
$435K -$110 -1 -0%
Millennium Management
115
Millennium Management
New York
$432K +$432K +3,918 New
FIM
116
Freedom Investment Management
Connecticut
$431K -$7.06K -64 -2%
GWM
117
Geneos Wealth Management
Colorado
$402K – – –
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$397K – – –
MSA
119
Mason Street Advisors
Wisconsin
$383K +$18.4K +167 +5%
BAM
120
Bruderman Asset Management
New York
$378K +$19.4K +176 +5%
MERSOM
121
Municipal Employees' Retirement System of Michigan
Michigan
$367K +$11K +100 +3%
PIA
122
Piedmont Investment Advisors
North Carolina
$336K +$336K +3,041 New
BF
123
BOK Financial
Oklahoma
$326K – – –
LPL Financial
124
LPL Financial
California
$323K +$323K +2,931 New
CAM
125
Capstone Asset Management
Texas
$312K -$18.8K -170 -6%
3 4
5
6 7