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WD-40
WDFC

Overview Fund Activity

180 hedge funds and large institutions have $930M invested in WD-40 in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+5
Holders Change %
+2.86%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
62
Reduced
54
Closed
13
Calls
$807K
Puts
$110K
Net Calls
+$697K
Net Calls Change
+$244K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.84M
2
Parnassus Investments
2
Parnassus Investments
California
$111M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$53.9M
4
SAM
4
Shell Asset Management
Netherlands
$3.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$94.2M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$8.6M
2
VFA
2
Virtus Fund Advisers
Connecticut
$1.38M
3
TAM
3
THB Asset Management
Connecticut
$0
4
CCP
4
Clarkston Capital Partners
Michigan
$0
5
RP
5
Regal Partners
Australia
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
126
Bruderman Asset Management
New York
$223K +$48.6K +545 +28%
RFC
127
Regions Financial Corp
Alabama
$222K +$2.05K +23 +0.9%
NAM
128
NorthCoast Asset Management
Connecticut
$222K +$222K +2,493 New
BA
129
BKS Advisors
Michigan
$208K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
130
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$203K +$203K +2,274 New
OC
131
Oarsman Capital
Wisconsin
$200K +$200K +2,250 New
UBS Group
132
UBS Group
Switzerland
$177K -$51.9K -583 -23%
MSA
133
Mason Street Advisors
Wisconsin
$177K +$8.38K +94 +5%
Creative Planning
134
Creative Planning
Kansas
$174K +$174K +1,954 New
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$160K +$112K +1,249 +230%
PI
136
PineBridge Investments
New York
$154K +$14.5K +163 +10%
FCCM
137
First City Capital Management
Georgia
$129K – – –
SG Americas Securities
138
SG Americas Securities
New York
$128K +$128K +1,435 New
PAM
139
Panagora Asset Management
Massachusetts
$126K – – –
CGT
140
Capital Guardian Trust
California
$125K – – –
RCM
141
Riverhead Capital Management
Delaware
$125K +$125K +1,400 New
Victory Capital Management
142
Victory Capital Management
Texas
$116K -$154K -1,733 -57%
PAI
143
Pittenger & Anderson Inc
Nebraska
$112K +$67.6K +760 +152%
US Bancorp
144
US Bancorp
Minnesota
$111K +$4.1K +46 +4%
KIG
145
Kessler Investment Group
Indiana
$100K -$3.74K -42 -4%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$82K -$5.97K -67 -7%
Canada Life
147
Canada Life
Manitoba, Canada
$79K – – –
TRCT
148
Tower Research Capital (TRC)
New York
$76K +$74.6K +833 +5,206%
ASN
149
Advisory Services Network
Georgia
$53K – – –
Walleye Trading
150
Walleye Trading
New York
$53K +$53K +600 New
4 5
6
7 8