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WD-40
WDFC

Overview Fund Activity

215 hedge funds and large institutions have $1.26B invested in WD-40 in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+3
Holders Change %
+1.42%
% 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
21
Increased
69
Reduced
67
Closed
18
Calls
$2.63M
Puts
$3.05M
Net Calls
-$414K
Net Calls Change
-$732K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$65.2M
2
LIM
Lagoda Investment Management
New York
$7.35M
3
Wells Fargo
Wells Fargo
California
$21.5M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$58.1M
5
CCA
Cobblestone Capital Advisors
New York
$5.49M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
CWAM
Columbia Wanger Asset Management
Illinois
$37.6M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$8.12M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$748K
5
CS
Credit Suisse
Switzerland
$811K
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
151
Oarsman Capital
Wisconsin
$210K – – –
SC
152
Schulhoff & Co
Ohio
$209K – – –
RFC
153
Regions Financial Corp
Alabama
$209K +$209K +1,894 New
Victory Capital Management
154
Victory Capital Management
Texas
$208K +$31.3K +283 +18%
PI
155
PineBridge Investments
New York
$204K +$1.21K +11 +0.6%
PA
156
Profund Advisors
Maryland
$203K -$11.7K -106 -5%
EP
157
Elkfork Partners
Oregon
$182K +$49.4K +448 +37%
Creative Planning
158
Creative Planning
Kansas
$160K – – –
AG
159
Advisor Group
Arizona
$154K -$18.2K -165 -11%
CBT
160
Capital Bank & Trust
California
$154K +$154K +1,400 New
GHCM
161
Glen Harbor Capital Management
California
$143K +$38.8K +352 +37%
AIP
162
Ameritas Investment Partners
Nebraska
$134K – – –
RCM
163
Riverhead Capital Management
Delaware
$129K +$40.5K +366 +46%
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K -$208K -1,884 -64%
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$105K -$179K -1,618 -63%
NA
166
Neuburgh Advisers
California
$104K +$28.2K +256 +37%
WTC
167
WhitTier Trust Company
Nevada
$97K +$52.2K +475 +116%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$95K -$1.35M -12,260 -93%
Ohio Public Employees Retirement System (OPERS)
169
Ohio Public Employees Retirement System (OPERS)
Ohio
$70K +$7.91K +72 +13%
ASN
170
Advisory Services Network
Georgia
$69K – – –
QI
171
QS Investors
New York
$67K – – –
FIB
172
First Interstate Bank
Montana
$66K – – –
LIA
173
LS Investment Advisors
Michigan
$58K – – –
NSIM
174
North Star Investment Management
Illinois
$55K – – –
EFSCE
175
Enterprise Financial Services Corp (EFSC)
Missouri
$55K +$55K +500 New
5 6
7
8 9