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WD-40
WDFC

Overview Fund Activity

215 hedge funds and large institutions have $1.24B invested in WD-40 in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
72
Reduced
66
Closed
11
Calls
$1.75M
Puts
$1.38M
Net Calls
+$368K
Net Calls Change
-$1.31M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$108M
2
Goldman Sachs
2
Goldman Sachs
New York
$13.9M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$33.9M
4
Invesco
4
Invesco
Georgia
$17.2M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$4.97M

Top Sellers

1
RCM
1
Riverhead Capital Management
Delaware
$79K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$64.9M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$50M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$45.7M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
151
Oarsman Capital
Wisconsin
$214K -$39.4K -350 -16%
SC
152
Schulhoff & Co
Ohio
$213K – – –
1GA
153
1st Global Advisors
Texas
$209K -$2.03K -18 -1%
PAM
154
Princeton Alpha Management
New Jersey
$207K +$207K +1,838 New
PI
155
PineBridge Investments
New York
$204K +$13.6K +121 +7%
Verition Fund Management
156
Verition Fund Management
Connecticut
$202K +$202K +1,800 New
EMG
157
Ellington Management Group
Connecticut
$202K +$202K +1,800 New
FA
158
FDx Advisors
Illinois
$201K +$201K +1,785 New
BlackRock
159
BlackRock
New York
$194K +$14.1K +125 +8%
Creative Planning
160
Creative Planning
Kansas
$181K -$5.29K -47 -3%
AG
161
Advisor Group
Arizona
$180K +$19.9K +177 +12%
PG
162
PEAK6 Group
Illinois
$172K +$172K +1,528 New
CGT
163
Capital Guardian Trust
California
$157K – – –
Victory Capital Management
164
Victory Capital Management
Texas
$148K +$19.2K +171 +15%
US Bancorp
165
US Bancorp
Minnesota
$140K – – –
Citigroup
166
Citigroup
New York
$137K -$533K -4,761 -80%
SEI Investments
167
SEI Investments
Pennsylvania
$128K +$47.5K +421 +59%
IWC
168
Integrated Wealth Counsel
California
$112K +$112K +1,000 New
DADC
169
D.A. Davidson & Co
Montana
$107K +$53.3K +475 +99%
PAM
170
Panagora Asset Management
Massachusetts
$106K -$53.4K -474 -33%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$102K -$23.8K -213 -19%
KIG
172
Kessler Investment Group
Indiana
$89K -$12K -107 -12%
RCM
173
Riverhead Capital Management
Delaware
$79K -$8.47M -75,042 -99%
ASN
174
Advisory Services Network
Georgia
$67K – – –
FIB
175
First Interstate Bank
Montana
$67K – – –
5 6
7
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