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WD-40
WDFC

Overview Fund Activity

201 hedge funds and large institutions have $1.27B invested in WD-40 in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-6
Holders Change %
-2.9%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
61
Reduced
66
Closed
23
Calls
$2.64M
Puts
$965K
Net Calls
+$1.68M
Net Calls Change
+$1.67M

Top Buyers

1
CWAM
Columbia Wanger Asset Management
Illinois
$58.6M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$27.3M
3
HIM
Hermes Investment Management
United Kingdom
$23.7M
4
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$7.19M
5
AAM
Aberdeen Asset Management
United Kingdom
$20.8M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$82.6M
2
GKIM
GW&K Investment Management
Massachusetts
$27.2M
3
Renaissance Technologies
Renaissance Technologies
New York
$75.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$7.99M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$194K -$57.2K -488 -23%
BlackRock
152
BlackRock
New York
$188K +$73.2K +623 +64%
PAM
153
Panagora Asset Management
Massachusetts
$166K – – –
AG
154
Advisor Group
Arizona
$165K +$165K +1,423 New
CGT
155
Capital Guardian Trust
California
$164K – – –
GH
156
GAM Holding
Switzerland
$164K +$164K +1,400 New
US Bancorp
157
US Bancorp
Minnesota
$146K – – –
Victory Capital Management
158
Victory Capital Management
Texas
$135K +$58.8K +499 +77%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$131K -$12.1K -104 -8%
KIG
160
Kessler Investment Group
Indiana
$106K -$24.7K -210 -19%
ACM
161
Argentus Capital Management
Texas
$90K -$62.9K -538 -41%
SEI Investments
162
SEI Investments
Pennsylvania
$84K +$48.4K +411 +136%
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$72K -$1.53K -13 -2%
ASN
164
Advisory Services Network
Georgia
$70K – – –
FIB
165
First Interstate Bank
Montana
$70K – – –
DADC
166
D.A. Davidson & Co
Montana
$56K +$15.1K +129 +37%
LIA
167
LS Investment Advisors
Michigan
$54K – – –
S
168
SignatureFD
Georgia
$49K +$46.6K +400 +1,905%
WTC
169
WhitTier Trust Company
Nevada
$44K – – –
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$40K – – –
MA
171
MUFG Americas
New York
$35K – – –
WA
172
WFG Advisors
Texas
$35K – – –
AF
173
Allworth Financial
California
$35K – – –
TRCT
174
Tower Research Capital (TRC)
New York
$34K +$34K +293 New
IA
175
IFP Advisors
Florida
$29K +$11.1K +96 +62%
5 6
7
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