WDFC icon

WD-40
WDFC

Overview Fund Activity

160 hedge funds and large institutions have $715M invested in WD-40 in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
5.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
59
Reduced
49
Closed
11
Calls
$45K
Puts
$65K
Net Calls
-$20K
Net Calls Change
-$20K

Top Buyers

1
EAM
Edge Asset Management
Washington
$17.2M
2
TAM
THB Asset Management
Connecticut
$12.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.17M
4
BFA
BlackRock Fund Advisors
California
$51.4M
5
SCM
SG Capital Management
Illinois
$4.73M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
$0
2
SB
Suntrust Banks
Georgia
$50.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$0
4
Morgan Stanley
Morgan Stanley
New York
$1.8M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
126
Mason Street Advisors
Wisconsin
$137K +$6.54K +101 +5%
SG Americas Securities
127
SG Americas Securities
New York
$137K +$16.7K +257 +14%
PG
128
PEAK6 Group
Illinois
$130K +$130K +4,000 New
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$121K +$55.5K +855 +85%
GGPS
130
Gary Goldberg Planning Services
New York
$121K +$97.4K +1,506 +413%
OA
131
OFI Advisors
Pennsylvania
$118K +$9.08K +140 +8%
PI
132
PineBridge Investments
New York
$107K -$912 -14 -0.8%
CA
133
CapWealth Advisors
Tennessee
$104K – – –
US Bancorp
134
US Bancorp
Minnesota
$77K – – –
Citigroup
135
Citigroup
New York
$76K +$50.8K +782 +202%
Federated Hermes
136
Federated Hermes
Pennsylvania
$74K +$74K +1,134 New
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$56K -$17.2K -265 -23%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$50K +$50K +771 New
BlackRock
139
BlackRock
New York
$37K – – –
PCM
140
Prelude Capital Management
New York
$36K +$36K +550 New
FHA
141
First Horizon Advisors
Tennessee
$34K -$655 -10 -2%
TF
142
Trutina Financial
Washington
$29K +$29K +450 New
M&T Bank
143
M&T Bank
New York
$26K – – –
TRCT
144
Tower Research Capital (TRC)
New York
$26K +$26K +398 New
WTC
145
WhitTier Trust Company
Nevada
$24K – – –
NES
146
New England Securities
New York
$19K -$1.58K -25 -8%
WA
147
WFG Advisors
Texas
$19K – – –
FMII
148
Farmers & Merchants Investments Inc
Nebraska
$16K -$6.4K -100 -29%
HR
149
Howe & Rusling
New York
$14K – – –
SF
150
Synovus Financial
Georgia
$13K – – –
3 4 5
6
7