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WD-40
WDFC

Overview Fund Activity

175 hedge funds and large institutions have $813M invested in WD-40 in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+15
Holders Change %
+9.38%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
59
Reduced
57
Closed
10
Calls
–
Puts
$747K
Net Calls
-$747K
Net Calls Change
-$727K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$25.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.42M
3
Vanguard Group
Vanguard Group
Pennsylvania
$71M
4
Renaissance Technologies
Renaissance Technologies
New York
$29.7M
5
TC
TFS Capital
Pennsylvania
$2.71M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$61.7M
2
Wells Fargo
Wells Fargo
California
$27M
3
EAM
Edge Asset Management
Washington
$10.5M
4
SB
Suntrust Banks
Georgia
$50.6M
5
SCM
SG Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
126
Placemark Investments
Illinois
$328K -$74.4K -1,003 -18%
1GA
127
1st Global Advisors
Texas
$325K -$101K -1,350 -24%
PA
128
Profund Advisors
Maryland
$325K -$87.1K -1,167 -21%
Barclays
129
Barclays
United Kingdom
$324K -$225K -3,028 -41%
PP
130
Paloma Partners
Connecticut
$306K +$306K +4,100 New
NGA
131
Naples Global Advisors
Florida
$301K +$301K +4,035 New
LPL Financial
132
LPL Financial
California
$294K +$294K +3,932 New
PI
133
PineBridge Investments
New York
$289K +$166K +2,231 +136%
Los Angeles Capital Management
134
Los Angeles Capital Management
California
$286K – – –
RHJA
135
Rice Hall James & Associates
California
$276K +$276K +3,700 New
ZIM
136
Zacks Investment Management
Illinois
$272K +$272K +3,637 New
RCM
137
Reynolds Capital Management
Nevada
$232K +$232K +3,100 New
U
138
UBS
Switzerland
$222K +$19.9K +267 +10%
AG
139
Aperio Group
California
$218K – – –
RFC
140
Regions Financial Corp
Alabama
$214K +$214K +2,862 New
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$205K -$7.46K -100 -4%
PAM
142
Panagora Asset Management
Massachusetts
$199K – – –
GGPS
143
Gary Goldberg Planning Services
New York
$180K +$40.5K +543 +29%
MSA
144
Mason Street Advisors
Wisconsin
$170K +$12.4K +166 +8%
OA
145
OFI Advisors
Pennsylvania
$145K +$9.25K +124 +7%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$113K +$55.3K +739 +96%
US Bancorp
147
US Bancorp
Minnesota
$91K +$2.17K +29 +2%
Canada Life
148
Canada Life
Manitoba, Canada
$67K +$67K +886 New
Envestnet Asset Management
149
Envestnet Asset Management
Illinois
$66K +$1.57K +21 +2%
BlackRock
150
BlackRock
New York
$42K -$1.59K -21 -4%
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