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WD-40
WDFC

Overview Fund Activity

197 hedge funds and large institutions have $1.02B invested in WD-40 in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+17
Holders Change %
+9.44%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
64
Reduced
50
Closed
13
Calls
$214K
Puts
$143K
Net Calls
+$71K
Net Calls Change
-$626K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$86.7M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$65.2M
3
BFA
3
BlackRock Fund Advisors
California
$85.7M
4
OC
4
Oppenheimer & Co
New York
$2.79M
5
Invesco
5
Invesco
Georgia
$7.67M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$15.4M
2
Wells Fargo
2
Wells Fargo
California
$28.7M
3
EAM
3
Edge Asset Management
Washington
$10.4M
4
Bank of America
4
Bank of America
North Carolina
$5.56M
5
SAM
5
Shell Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
151
Panagora Asset Management
Massachusetts
$140K – – –
PAM
152
Paradigm Asset Management
New York
$138K -$237K -2,400 -63%
CGT
153
Capital Guardian Trust
California
$138K – – –
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$132K -$44.3K -450 -25%
ACM
155
Argentus Capital Management
Texas
$129K -$573K -5,815 -82%
Victory Capital Management
156
Victory Capital Management
Texas
$124K -$4.03K -41 -3%
US Bancorp
157
US Bancorp
Minnesota
$122K – – –
KIG
158
Kessler Investment Group
Indiana
$111K – – –
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$96K +$53K +534 +123%
Canada Life
160
Canada Life
Manitoba, Canada
$87K – – –
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$68K -$22.8K -231 -25%
ASN
162
Advisory Services Network
Georgia
$59K – – –
FIB
163
First Interstate Bank
Montana
$59K – – –
LTFS
164
Ladenburg Thalmann Financial Services
Florida
$57K +$16.9K +170 +42%
LIA
165
LS Investment Advisors
Michigan
$51K – – –
BlackRock
166
BlackRock
New York
$44K +$2.39K +24 +6%
WTC
167
WhitTier Trust Company
Nevada
$37K – – –
DADC
168
D.A. Davidson & Co
Montana
$34K -$4.86K -50 -13%
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$34K +$17.3K +174 +104%
WA
170
WFG Advisors
Texas
$30K – – –
MA
171
MUFG Americas
New York
$30K – – –
AF
172
Allworth Financial
California
$30K +$99 +1 +0.3%
AssetMark Inc
173
AssetMark Inc
California
$30K +$30K +305 New
MIP
174
Mondrian Investment Partners
United Kingdom
$25K – – –
JFGIW
175
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K – – –
5 6
7
8 9