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WD-40
WDFC

Overview Fund Activity

197 hedge funds and large institutions have $1.02B invested in WD-40 in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+17
Holders Change %
+9.44%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
64
Reduced
50
Closed
13
Calls
$214K
Puts
$143K
Net Calls
+$71K
Net Calls Change
-$626K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$86.7M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$65.2M
3
BFA
3
BlackRock Fund Advisors
California
$85.7M
4
OC
4
Oppenheimer & Co
New York
$2.79M
5
Invesco
5
Invesco
Georgia
$7.67M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$15.4M
2
Wells Fargo
2
Wells Fargo
California
$28.7M
3
EAM
3
Edge Asset Management
Washington
$10.4M
4
Bank of America
4
Bank of America
North Carolina
$5.56M
5
SAM
5
Shell Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$289K +$5.52K +56 +2%
BAM
127
Bruderman Asset Management
New York
$289K +$42.2K +427 +17%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$286K – – –
SI
129
SII Investments
Wisconsin
$280K +$280K +2,842 New
SVP
130
Springbank Value Partners
New York
$276K -$296K -3,000 -52%
RHJA
131
Rice Hall James & Associates
California
$271K – – –
MERSOM
132
Municipal Employees' Retirement System of Michigan
Michigan
$268K +$2.96K +30 +1%
NAM
133
NorthCoast Asset Management
Connecticut
$257K +$10.8K +109 +4%
RFC
134
Regions Financial Corp
Alabama
$246K -$296 -3 -0.1%
ProShare Advisors
135
ProShare Advisors
Maryland
$242K +$242K +2,453 New
Millennium Management
136
Millennium Management
New York
$238K -$71.6K -725 -23%
BA
137
BKS Advisors
Michigan
$231K – – –
PA
138
Profund Advisors
Maryland
$230K +$230K +2,328 New
PP
139
Paloma Partners
Connecticut
$228K +$228K +2,302 New
Grantham, Mayo, Van Otterloo & Co (GMO)
140
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$224K – – –
OC
141
Oarsman Capital
Wisconsin
$222K – – –
Creative Planning
142
Creative Planning
Kansas
$214K +$21.5K +218 +11%
MSA
143
Mason Street Advisors
Wisconsin
$213K +$16.8K +170 +9%
1GA
144
1st Global Advisors
Texas
$206K +$206K +2,084 New
PFS
145
Physicians Financial Services
North Carolina
$204K +$204K +2,067 New
MFS
146
MSI Financial Services
Massachusetts
$201K +$198K +2,000 +5,714%
ANTB
147
AMG National Trust Bank
Colorado
$201K +$201K +2,042 New
PI
148
PineBridge Investments
New York
$177K +$5.72K +58 +3%
PG
149
PEAK6 Group
Illinois
$160K +$160K +1,624 New
FCCM
150
First City Capital Management
Georgia
$143K – – –
4 5
6
7 8