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WD-40
WDFC

Overview Fund Activity

169 hedge funds and large institutions have $887M invested in WD-40 in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+6
Holders Change %
+3.68%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
41
Reduced
61
Closed
12
Calls
$1.14M
Puts
$673K
Net Calls
+$468K
Net Calls Change
+$1.87M

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
$8.26M
2
BFA
BlackRock Fund Advisors
California
$67.6M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.76M
4
Renaissance Technologies
Renaissance Technologies
New York
$41.5M
5
Invesco
Invesco
Georgia
$2.95M

Top Sellers

1
VFA
Virtus Fund Advisers
Connecticut
$21.8M
2
First Trust Advisors
First Trust Advisors
Illinois
$0
3
SAM
Shell Asset Management
Netherlands
$800K
4
RP
Regal Partners
Australia
$25.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
126
Freedom Investment Management
Connecticut
$217K +$217K +2,553 New
RFC
127
Regions Financial Corp
Alabama
$216K +$216K +2,541 New
NI
128
Numeric Investors
Massachusetts
$210K +$210K +2,470 New
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$204K +$204K +2,400 New
OA
130
OFI Advisors
Pennsylvania
$198K -$19.8K -233 -9%
Legal & General Group
131
Legal & General Group
United Kingdom
$188K – – –
UBS Group
132
UBS Group
Switzerland
$174K +$174K +2,050 New
PAM
133
Panagora Asset Management
Massachusetts
$158K – – –
GGPS
134
Gary Goldberg Planning Services
New York
$156K -$87.6K -1,030 -36%
MSA
135
Mason Street Advisors
Wisconsin
$151K +$2.13K +25 +1%
FCCM
136
First City Capital Management
Georgia
$123K – – –
Allianz Asset Management
137
Allianz Asset Management
Germany
$113K +$113K +1,331 New
Creative Planning
138
Creative Planning
Kansas
$110K +$92.6K +1,087 +533%
KIG
139
Kessler Investment Group
Indiana
$103K +$8.02K +94 +8%
Barclays
140
Barclays
United Kingdom
$103K +$59.3K +701 +136%
US Bancorp
141
US Bancorp
Minnesota
$101K – – –
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$82K +$1.19K +14 +1%
Canada Life
143
Canada Life
Manitoba, Canada
$75K – – –
LTFS
144
Ladenburg Thalmann Financial Services
Florida
$75K +$62.3K +736 +491%
ASN
145
Advisory Services Network
Georgia
$52K +$52K +600 New
FQ
146
First Quadrant
California
$51K – – –
PAI
147
Pittenger & Anderson Inc
Nebraska
$43K – – –
PCM
148
Prelude Capital Management
New York
$43K +$43K +500 New
Simplex Trading
149
Simplex Trading
Illinois
$42K +$42K +491 New
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$37K -$7.3K -86 -16%
4 5
6
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