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WD-40
WDFC

Overview Fund Activity

174 hedge funds and large institutions have $926M invested in WD-40 in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+5
Holders Change %
+2.96%
% of All Funds
4.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
53
Reduced
61
Closed
11
Calls
$416K
Puts
$514K
Net Calls
-$98K
Net Calls Change
-$566K

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
$63.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$27.5M
3
Parnassus Investments
Parnassus Investments
California
$114M
4
CS
Credit Suisse
Switzerland
$5.63M
5
BFA
BlackRock Fund Advisors
California
$74.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$0
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$47.8M
3
BCA
Bernzott Capital Advisors
California
$0
4
TAM
THB Asset Management
Connecticut
$9.2M
5
HIM
Hermes Investment Management
United Kingdom
$7.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$230K +$17.7K +200 +8%
OA
127
OFI Advisors
Pennsylvania
$226K +$19.9K +224 +10%
UBS Group
128
UBS Group
Switzerland
$226K +$44.3K +500 +24%
Legal & General Group
129
Legal & General Group
United Kingdom
$219K +$26.5K +300 +14%
BA
130
BKS Advisors
Michigan
$207K +$207K +2,337 New
MSA
131
Mason Street Advisors
Wisconsin
$162K +$5.23K +59 +3%
BAM
132
Bruderman Asset Management
New York
$162K +$162K +1,835 New
Creative Planning
133
Creative Planning
Kansas
$160K +$45.5K +513 +40%
FCCM
134
First City Capital Management
Georgia
$128K – – –
PAM
135
Panagora Asset Management
Massachusetts
$125K -$38.9K -440 -24%
CGT
136
Capital Guardian Trust
California
$124K +$124K +1,400 New
US Bancorp
137
US Bancorp
Minnesota
$105K – – –
KIG
138
Kessler Investment Group
Indiana
$103K -$3.71K -42 -3%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$86K +$621 +7 +0.7%
Canada Life
140
Canada Life
Manitoba, Canada
$78K – – –
FQ
141
First Quadrant
California
$53K – – –
ASN
142
Advisory Services Network
Georgia
$53K – – –
PAI
143
Pittenger & Anderson Inc
Nebraska
$44K – – –
Barclays
144
Barclays
United Kingdom
$40K -$67.7K -765 -63%
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$37K -$1.32K -15 -3%
BlackRock
146
BlackRock
New York
$37K – – –
WTC
147
WhitTier Trust Company
Nevada
$33K – – –
TRCT
148
Tower Research Capital (TRC)
New York
$33K +$28.8K +325 +677%
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$31.5K +$31.5K +356 New
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$31K -$6.02K -67 -16%
4 5
6
7 8