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WD-40
WDFC

Overview Fund Activity

166 hedge funds and large institutions have $846M invested in WD-40 in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-9
Holders Change %
-5.14%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
47
Reduced
66
Closed
19
Calls
–
Puts
$776K
Net Calls
-$776K
Net Calls Change
-$29K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$42.7M
2
RP
2
Regal Partners
Australia
$27.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$33.6M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.71M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$76.1M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$42M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.38M
4
TC
4
TFS Capital
Pennsylvania
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
151
WFG Advisors
Texas
$23K – – –
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$22K -$20.5K -266 -48%
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
ST
154
SpiderRock Trading
Illinois
$15K – – –
First Manhattan
155
First Manhattan
New York
$15K – – –
HR
156
Howe & Rusling
New York
$12K – – –
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$11K +$7.64K +100 +227%
TCOV
158
Trust Company of Vermont
Vermont
$8K – – –
CTC
159
Central Trust Company
Missouri
$8K – – –
RFA
160
Reilly Financial Advisors
California
$8K – – –
GT
161
Glenmede Trust
Pennsylvania
$7K – – –
WEC
162
Winslow Evans & Crocker
Massachusetts
$4.27K – – –
PTC
163
Private Trust Company
Ohio
$3K -$429 -5 -13%
SCM
164
Siphron Capital Management
California
$2K – – –
MFS
165
MSI Financial Services
Massachusetts
$2K – – –
Creative Planning
166
Creative Planning
Kansas
$2K – – –
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$908 -$4 -48 -0.4%
Fidelity Investments
168
Fidelity Investments
Massachusetts
– -$3.42M -45,810 Closed
TC
169
TFS Capital
Pennsylvania
– -$2.71M -36,284 Closed
Millennium Management
170
Millennium Management
New York
– -$1.03M -13,793 Closed
CAM
171
ClariVest Asset Management
California
– -$654K -8,763 Closed
VKH
172
Virtu KCG Holdings
New York
– -$614K -8,225 Closed
GAM
173
Gotham Asset Management
New York
– -$541K -7,240 Closed
Two Sigma Advisers
174
Two Sigma Advisers
New York
– -$384K -5,156 Closed
Citadel Advisors
175
Citadel Advisors
Florida
– -$344K -4,604 Closed
4 5 6
7
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