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WD-40
WDFC

Overview Fund Activity

201 hedge funds and large institutions have $1.27B invested in WD-40 in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-6
Holders Change %
-2.9%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
61
Reduced
66
Closed
23
Calls
$2.64M
Puts
$965K
Net Calls
+$1.68M
Net Calls Change
+$1.67M

Top Buyers

1
CWAM
Columbia Wanger Asset Management
Illinois
$58.6M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$27.3M
3
HIM
Hermes Investment Management
United Kingdom
$23.7M
4
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$7.19M
5
AAM
Aberdeen Asset Management
United Kingdom
$20.8M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$82.6M
2
GKIM
GW&K Investment Management
Massachusetts
$27.2M
3
Renaissance Technologies
Renaissance Technologies
New York
$75.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$7.99M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Greenwich Wealth Management
Connecticut
$370K +$370K +3,150 New
Legal & General Group
127
Legal & General Group
United Kingdom
$366K – – –
NGA
128
Naples Global Advisors
Florida
$358K -$11.7K -100 -3%
RJA
129
Raymond James & Associates
Florida
$345K +$80.8K +688 +31%
MERSOM
130
Municipal Employees' Retirement System of Michigan
Michigan
$342K +$8.23K +70 +2%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$341K – – –
UCFA
132
United Capital Financial Advisors
Texas
$336K +$336K +2,872 New
MSA
133
Mason Street Advisors
Wisconsin
$306K +$26.3K +224 +9%
SAM
134
Symphony Asset Management
California
$297K +$297K +2,526 New
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$292K +$166K +1,412 +132%
JPMPWA
136
J.P. Morgan Private Wealth Advisors
California
$286K +$31K +264 +12%
RHJA
137
Rice Hall James & Associates
California
$276K -$47K -400 -15%
BA
138
BKS Advisors
Michigan
$274K – – –
OC
139
Oarsman Capital
Wisconsin
$264K – – –
ANTB
140
AMG National Trust Bank
Colorado
$240K – – –
MFS
141
MSI Financial Services
Massachusetts
$239K – – –
ProShare Advisors
142
ProShare Advisors
Maryland
$237K -$8.21K -70 -3%
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$236K +$28.1K +240 +14%
UB
144
UMB Bank
Missouri
$235K -$118K -1,000 -33%
SB
145
Suntrust Banks
Georgia
$234K – – –
RFC
146
Regions Financial Corp
Alabama
$229K -$6.57K -56 -3%
SC
147
Schulhoff & Co
Ohio
$223K – – –
1GA
148
1st Global Advisors
Texas
$220K -$17K -145 -7%
D.E. Shaw & Co
149
D.E. Shaw & Co
New York
$214K -$85.9K -732 -29%
PI
150
PineBridge Investments
New York
$198K +$6.21K +53 +3%
4 5
6
7 8