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WD-40
WDFC

Overview Fund Activity

220 hedge funds and large institutions have $1.34B invested in WD-40 in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
34
Increased
63
Reduced
65
Closed
26
Calls
$1.1M
Puts
$1.08M
Net Calls
+$18K
Net Calls Change
-$350K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$129M
2
AAM
Aberdeen Asset Management
United Kingdom
$33.3M
3
CS
Credit Suisse
Switzerland
$13.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$41.8M
5
CONA
Capital One National Association
New York
$5.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$4.08M
2
GKIM
GW&K Investment Management
Massachusetts
$17.8M
3
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$0
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
126
Bruderman Asset Management
New York
$374K -$702 -6 -0.2%
MSA
127
Mason Street Advisors
Wisconsin
$362K +$19.5K +167 +6%
VFA
128
Virtus Fund Advisers
Connecticut
$361K +$361K +3,085 New
Capital Fund Management (CFM)
129
Capital Fund Management (CFM)
France
$351K -$1.15M -9,800 -77%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$351K +$11.7K +100 +3%
BF
131
BOK Financial
Oklahoma
$350K -$8.87K -76 -2%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$336K +$336K +2,868 New
GWM
133
Greenwich Wealth Management
Connecticut
$326K -$11.7K -100 -3%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$326K +$27.4K +234 +9%
UBS AM
135
UBS AM
Illinois
$309K -$463K -3,958 -60%
UCFA
136
United Capital Financial Advisors
Texas
$307K +$4.32K +37 +1%
ProShare Advisors
137
ProShare Advisors
Maryland
$301K +$301K +2,578 New
CB
138
Commerce Bank
Missouri
$299K -$97.1K -830 -25%
PA
139
Profund Advisors
Maryland
$292K +$292K +2,498 New
TCM
140
Telos Capital Management
California
$276K +$276K +2,360 New
RHJA
141
Rice Hall James & Associates
California
$275K – – –
BA
142
BKS Advisors
Michigan
$273K – – –
Allianz Asset Management
143
Allianz Asset Management
Germany
$268K -$25.7K -220 -9%
O
144
OppenheimerFunds
New York
$250K +$250K +2,142 New
MFS
145
MSI Financial Services
Massachusetts
$248K +$11.7K +100 +5%
ANTB
146
AMG National Trust Bank
Colorado
$239K – – –
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$239K +$931 +8 +0.4%
UB
148
UMB Bank
Missouri
$234K – – –
SB
149
Suntrust Banks
Georgia
$233K – – –
LTFS
150
Ladenburg Thalmann Financial Services
Florida
$232K -$409K -3,493 -64%
4 5
6
7 8