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WD-40
WDFC

Overview Fund Activity

175 hedge funds and large institutions have $813M invested in WD-40 in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+15
Holders Change %
+9.38%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
59
Reduced
57
Closed
10
Calls
–
Puts
$747K
Net Calls
-$747K
Net Calls Change
-$727K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$25.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.42M
3
Vanguard Group
Vanguard Group
Pennsylvania
$71M
4
Renaissance Technologies
Renaissance Technologies
New York
$29.7M
5
TC
TFS Capital
Pennsylvania
$2.71M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$61.7M
2
Wells Fargo
Wells Fargo
California
$27M
3
EAM
Edge Asset Management
Washington
$10.5M
4
SB
Suntrust Banks
Georgia
$50.6M
5
SCM
SG Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$41K -$99.8K -1,322 -71%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$41K +$41K +551 New
FHA
153
First Horizon Advisors
Tennessee
$34K -$264 -4 -0.8%
M&T Bank
154
M&T Bank
New York
$30K – – –
WTC
155
WhitTier Trust Company
Nevada
$28K – – –
WA
156
WFG Advisors
Texas
$22K – – –
FMII
157
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
Federated Hermes
158
Federated Hermes
Pennsylvania
$15K -$67.2K -927 -82%
SF
159
Synovus Financial
Georgia
$15K – – –
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$14.9K -$295K -3,947 -95%
First Manhattan
161
First Manhattan
New York
$14K – – –
HR
162
Howe & Rusling
New York
$12K -$3.73K -50 -24%
TRCT
163
Tower Research Capital (TRC)
New York
$7K -$20.9K -298 -75%
ACM
164
Aviance Capital Management
Florida
$7K -$1.57K -22 -18%
CTC
165
Central Trust Company
Missouri
$7K – – –
RFA
166
Reilly Financial Advisors
California
$7K – – –
ASN
167
Advisory Services Network
Georgia
$7K +$7K +100 New
GT
168
Glenmede Trust
Pennsylvania
$7K +$7K +100 New
TCOV
169
Trust Company of Vermont
Vermont
$7K +$7K +100 New
WEC
170
Winslow Evans & Crocker
Massachusetts
$4K +$4K +55 New
PTC
171
Private Trust Company
Ohio
$3K – – –
LTFS
172
Ladenburg Thalmann Financial Services
Florida
$3K +$1.02K +15 +52%
SCM
173
Siphron Capital Management
California
$2K – – –
MFS
174
MSI Financial Services
Massachusetts
$2K – – –
Creative Planning
175
Creative Planning
Kansas
$2K – – –
4 5 6
7
8