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WD-40
WDFC

Overview Fund Activity

197 hedge funds and large institutions have $1.02B invested in WD-40 in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+17
Holders Change %
+9.44%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
64
Reduced
50
Closed
13
Calls
$214K
Puts
$143K
Net Calls
+$71K
Net Calls Change
-$626K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$86.7M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$65.2M
3
BFA
3
BlackRock Fund Advisors
California
$85.7M
4
OC
4
Oppenheimer & Co
New York
$2.79M
5
Invesco
5
Invesco
Georgia
$7.67M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$15.4M
2
Wells Fargo
2
Wells Fargo
California
$28.7M
3
EAM
3
Edge Asset Management
Washington
$10.4M
4
Bank of America
4
Bank of America
North Carolina
$5.56M
5
SAM
5
Shell Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
176
Schroder Investment Management Group
United Kingdom
$20K +$20K +200 New
VIA
177
Vantage Investment Advisors
Pennsylvania
$20K +$20K +200 New
First Manhattan
178
First Manhattan
New York
$19K – – –
FHA
179
First Horizon Advisors
Tennessee
$16K -$1.55K -16 -9%
VCM
180
Versant Capital Management
Arizona
$14K +$14K +142 New
IA
181
IFP Advisors
Florida
$13K +$13K +135 New
MCA
182
Mercer Capital Advisers
New Jersey
$12K – – –
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
SSB
184
Sandy Spring Bank
Maryland
$10K – – –
TCOV
185
Trust Company of Vermont
Vermont
$10K – – –
Federated Hermes
186
Federated Hermes
Pennsylvania
$10K +$10K +100 New
QT
187
Quantbot Technologies
New York
$6K -$9.46K -104 -61%
WEC
188
Winslow Evans & Crocker
Massachusetts
$5.43K – – –
MWM
189
MinichMacGregor Wealth Management
New York
$5K +$5K +62 New
NFG
190
Next Financial Group
Texas
$4K – – –
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$4K – – –
SA
192
SRH Advisors
Kansas
$3K – – –
SEI Investments
193
SEI Investments
Pennsylvania
$3K +$3K +33 New
KM
194
Kalos Management
Georgia
$2K – – –
S
195
SignatureFD
Georgia
$2K – – –
QI
196
QS Investors
New York
$1K +$1K +3 New
Manulife (Manufacturers Life Insurance)
197
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$958 +$8 +77 +0.8%
SAM
198
Shell Asset Management
Netherlands
– -$3.2M -47,119 Closed
VFA
199
Virtus Fund Advisers
Connecticut
– -$1.38M -15,513 Closed
Two Sigma Investments
200
Two Sigma Investments
New York
– -$368K -4,137 Closed
5 6 7
8
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