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WD-40
WDFC

Overview Fund Activity

220 hedge funds and large institutions have $1.34B invested in WD-40 in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
34
Increased
63
Reduced
65
Closed
26
Calls
$1.1M
Puts
$1.08M
Net Calls
+$18K
Net Calls Change
-$350K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$129M
2
AAM
Aberdeen Asset Management
United Kingdom
$33.3M
3
CS
Credit Suisse
Switzerland
$13.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$41.8M
5
CONA
Capital One National Association
New York
$5.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$4.08M
2
GKIM
GW&K Investment Management
Massachusetts
$17.8M
3
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$0
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
151
Regions Financial Corp
Alabama
$230K -$2.34K -20 -1%
SC
152
Schulhoff & Co
Ohio
$222K – – –
AB
153
Amalgamated Bank
New York
$218K +$218K +1,869 New
PI
154
PineBridge Investments
New York
$212K – – –
GH
155
GAM Holding
Switzerland
$210K -$17.5K -150 -8%
Creative Planning
156
Creative Planning
Kansas
$198K +$10.5K +90 +6%
AG
157
Advisor Group
Arizona
$185K -$2.46K -21 -1%
SG Americas Securities
158
SG Americas Securities
New York
$182K -$263K -2,258 -59%
SOADOR
159
State of Alaska Department of Revenue
Alaska
$180K +$180K +1,540 New
MCIM
160
Meadow Creek Investment Management
Georgia
$167K +$167K +1,428 New
CGT
161
Capital Guardian Trust
California
$164K – – –
BlackRock
162
BlackRock
New York
$153K -$48.8K -417 -24%
Victory Capital Management
163
Victory Capital Management
Texas
$150K -$3.74K -32 -2%
US Bancorp
164
US Bancorp
Minnesota
$149K +$3.39K +29 +2%
EP
165
Elkfork Partners
Oregon
$138K +$138K +1,176 New
IWC
166
Integrated Wealth Counsel
California
$117K – – –
DADC
167
D.A. Davidson & Co
Montana
$111K – – –
PAM
168
Panagora Asset Management
Massachusetts
$110K – – –
GHCM
169
Glen Harbor Capital Management
California
$108K +$108K +924 New
SEI Investments
170
SEI Investments
Pennsylvania
$105K -$28K -239 -21%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$100K +$2.04K +19 +2%
KIG
172
Kessler Investment Group
Indiana
$93K – – –
RCM
173
Riverhead Capital Management
Delaware
$82K – – –
LCM
174
Legato Capital Management
California
$79.3K +$79.3K +678 New
NA
175
Neuburgh Advisers
California
$79K +$79K +672 New
5 6
7
8 9