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WD-40
WDFC

Overview Fund Activity

267 hedge funds and large institutions have $2.15B invested in WD-40 in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+23
Holders Change %
+9.43%
% of All Funds
6.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
79
Reduced
81
Closed
13
Calls
$10.2M
Puts
$6.59M
Net Calls
+$3.6M
Net Calls Change
+$3.32M

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$37.5M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$32.5M
3
BlackRock
3
BlackRock
New York
$342M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$75.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$236M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.81M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$35.1M
3
RP
3
Regal Partners
Australia
$57.6M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$113M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMANY
101
Capital Management Associates (New York)
New York
$998K -$138K -800 -12%
American Century Companies
102
American Century Companies
Missouri
$980K -$41.7K -242 -4%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$980K – – –
FL
104
Fort LP
Maryland
$838K +$702K +4,079 +517%
JPMPWA
105
J.P. Morgan Private Wealth Advisors
California
$836K -$20.5K -119 -2%
BI
106
Bredin Investment
Delaware
$817K – – –
FA
107
FDx Advisors
Illinois
$793K +$208K +1,210 +36%
SOADOR
108
State of Alaska Department of Revenue
Alaska
$788K +$6.88K +40 +0.9%
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$773K – – –
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$760K – – –
CTC
111
Central Trust Company
Missouri
$738K – – –
TYCC
112
Texas Yale Capital Corp
Florida
$716K – – –
MSA
113
Mason Street Advisors
Wisconsin
$707K +$16K +93 +2%
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$705K -$34.4K -200 -5%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$699K -$2.93K -17 -0.4%
GBBWRPM
116
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$688K – – –
AWM
117
Avior Wealth Management
Nebraska
$688K +$275K +1,600 +67%
Victory Capital Management
118
Victory Capital Management
Texas
$681K -$20.1K -117 -3%
GH
119
GAM Holding
Switzerland
$657K +$657K +3,816 New
GWM
120
Geneos Wealth Management
Colorado
$628K – – –
Wolverine Trading
121
Wolverine Trading
Illinois
$609K +$609K +3,538 New
VFA
122
Voya Financial Advisors
Connecticut
$603K +$114K +661 +23%
MCIM
123
Meadow Creek Investment Management
Georgia
$574K +$76.1K +442 +15%
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$570K +$63.5K +369 +13%
XK
125
Xact Kapitalforvaltning
Sweden
$562K – – –
3 4
5
6 7