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WD-40
WDFC

Overview Fund Activity

228 hedge funds and large institutions have $1.41B invested in WD-40 in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+14
Holders Change %
+6.54%
% of All Funds
5.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
71
Reduced
62
Closed
19
Calls
$1.39M
Puts
$1.33M
Net Calls
+$59K
Net Calls Change
+$754K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$64.5M
2
RP
2
Regal Partners
Australia
$42.2M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$43.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.08M
5
BlackRock
5
BlackRock
New York
$206M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$35.2M
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$31M
3
GKIM
3
GW&K Investment Management
Massachusetts
$14.5M
4
Bank of America
4
Bank of America
North Carolina
$3.33M
5
MOACM
5
Mutual of America Capital Management
New York
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
151
First Trust Advisors
Illinois
$242K +$242K +2,051 New
LPL Financial
152
LPL Financial
California
$242K +$242K +2,054 New
ANTB
153
AMG National Trust Bank
Colorado
$241K – – –
AB
154
Amalgamated Bank
New York
$238K +$13.8K +117 +6%
TCM
155
Telos Capital Management
California
$236K – – –
UB
156
UMB Bank
Missouri
$236K – – –
OC
157
Oarsman Capital
Wisconsin
$224K – – –
SC
158
Schulhoff & Co
Ohio
$224K – – –
RFC
159
Regions Financial Corp
Alabama
$223K – – –
GHCM
160
Glen Harbor Capital Management
California
$221K +$31.2K +264 +16%
PAI
161
Pittenger & Anderson Inc
Nebraska
$208K – – –
AAM
162
Advisors Asset Management
Colorado
$203K +$19.4K +164 +11%
PNC
163
Park National Corp
Ohio
$201K +$201K +1,704 New
Allianz Asset Management
164
Allianz Asset Management
Germany
$200K +$200K +1,695 New
RCM
165
Riverhead Capital Management
Delaware
$187K +$23.6K +200 +14%
CBT
166
Capital Bank & Trust
California
$165K – – –
NA
167
Neuburgh Advisers
California
$160K +$22.6K +192 +16%
RE
168
RBC Europe
United Kingdom
$158K – – –
AG
169
Advisor Group
Arizona
$145K -$19K -161 -12%
AIP
170
Ameritas Investment Partners
Nebraska
$143K – – –
WTC
171
WhitTier Trust Company
Nevada
$143K +$33.9K +287 +31%
PG
172
PEAK6 Group
Illinois
$130K -$478K -4,051 -79%
AF
173
Advisornet Financial
Minnesota
$117K +$117K +992 New
APA
174
American Portfolios Advisors
New York
$97K +$97K +822 New
PAM
175
Paradigm Asset Management
New York
$94.4K -$53.1K -450 -36%
5 6
7
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