WDFC icon

WD-40
WDFC

Overview Fund Activity

174 hedge funds and large institutions have $926M invested in WD-40 in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+5
Holders Change %
+2.96%
% of All Funds
4.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
53
Reduced
61
Closed
11
Calls
$416K
Puts
$514K
Net Calls
-$98K
Net Calls Change
-$566K

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
$63.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$27.5M
3
Parnassus Investments
Parnassus Investments
California
$114M
4
CS
Credit Suisse
Switzerland
$5.63M
5
BFA
BlackRock Fund Advisors
California
$74.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$0
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$47.8M
3
BCA
Bernzott Capital Advisors
California
$0
4
TAM
THB Asset Management
Connecticut
$9.2M
5
HIM
Hermes Investment Management
United Kingdom
$7.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
151
WFG Advisors
Texas
$28K – – –
MA
152
MUFG Americas
New York
$27K -$383K -4,250 -93%
AF
153
Allworth Financial
California
$27K +$27K +300 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$25K – – –
LTFS
155
Ladenburg Thalmann Financial Services
Florida
$22K -$55.3K -634 -72%
FHA
156
First Horizon Advisors
Tennessee
$20K +$4.14K +48 +26%
First Manhattan
157
First Manhattan
New York
$17K – – –
Simplex Trading
158
Simplex Trading
Illinois
$15K -$28.3K -321 -65%
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
MCA
160
Mercer Capital Advisers
New Jersey
$11K – – –
Parallax Volatility Advisers
161
Parallax Volatility Advisers
California
$11K +$10.3K +117 +1,463%
CTC
162
Central Trust Company
Missouri
$9K – – –
TCOV
163
Trust Company of Vermont
Vermont
$9K – – –
SSB
164
Sandy Spring Bank
Maryland
$9K +$9K +106 New
GT
165
Glenmede Trust
Pennsylvania
$8K – – –
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$6K +$6K +66 New
NFG
167
Next Financial Group
Texas
$5K – – –
WEC
168
Winslow Evans & Crocker
Massachusetts
$4.87K – – –
SA
169
SRH Advisors
Kansas
$3K – – –
MFS
170
MSI Financial Services
Massachusetts
$3K +$3K +35 New
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$2K +$2K +25 New
IWM
172
Integrated Wealth Management
California
$1K +$1K +12 New
Manulife (Manufacturers Life Insurance)
173
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$882 +$34 +386 +4%
UB
174
UMB Bank
Missouri
$266 – – –
T. Rowe Price Associates
175
T. Rowe Price Associates
Maryland
– -$50.1M -589,288 Closed
4 5 6
7
8