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WD-40
WDFC

Overview Fund Activity

214 hedge funds and large institutions have $1.27B invested in WD-40 in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 18 closing their positions.

Holders
214
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
5.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
70
Reduced
59
Closed
18
Calls
$2.7M
Puts
$3.39M
Net Calls
-$695K
Net Calls Change
-$281K

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$35M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$75M
3
RP
3
Regal Partners
Australia
$31.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$142M
5
NI
5
Numeric Investors
Massachusetts
$7.49M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$35M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$1.73M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$33.2M
4
CONA
4
Capital One National Association
New York
$987K
5
Norges Bank
5
Norges Bank
Norway
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$553K – – –
FA
102
FDx Advisors
Illinois
$545K +$18.8K +168 +4%
UBS AM
103
UBS AM
Illinois
$535K – – –
SGI
104
Summit Global Investments
Utah
$515K – – –
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$515K – – –
CTC
106
Central Trust Company
Missouri
$480K – – –
SDIC
107
South Dakota Investment Council
South Dakota
$470K – – –
ERSOT
108
Employees Retirement System of Texas
Texas
$448K – – –
GBBWRPM
109
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$447K – – –
Wolverine Trading
110
Wolverine Trading
Illinois
$447K +$447K +3,996 New
SCM
111
Symons Capital Management
Pennsylvania
$438K +$438K +3,910 New
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$430K -$331K -2,954 -44%
SAM
113
Symphony Asset Management
California
$418K -$30.1K -269 -7%
JG
114
Jefferies Group
New York
$412K +$412K +3,686 New
BAM
115
Bruderman Asset Management
New York
$409K +$25.6K +229 +7%
GWM
116
Geneos Wealth Management
Colorado
$408K – – –
MSA
117
Mason Street Advisors
Wisconsin
$397K +$9.17K +82 +2%
SBH
118
Segall Bryant & Hamill
Illinois
$388K -$53.2K -475 -12%
FIM
119
Freedom Investment Management
Connecticut
$386K -$51.1K -457 -12%
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$385K -$17.4K -156 -4%
CGH
121
Crossmark Global Holdings
Texas
$344K +$344K +3,077 New
PIA
122
Piedmont Investment Advisors
North Carolina
$342K +$1.46K +13 +0.4%
Citigroup
123
Citigroup
New York
$317K -$421K -3,764 -57%
BF
124
BOK Financial
Oklahoma
$314K -$16.8K -150 -5%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$312K – – –
3 4
5
6 7