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WD-40
WDFC

Overview Fund Activity

207 hedge funds and large institutions have $1.12B invested in WD-40 in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+10
Holders Change %
+5.08%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
66
Reduced
67
Closed
15
Calls
$104K
Puts
$100K
Net Calls
+$4K
Net Calls Change
-$67K

Top Buyers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$14.3M
2
Invesco
Invesco
Georgia
$13.8M
3
Renaissance Technologies
Renaissance Technologies
New York
$76.5M
4
AI
Axiom Investors
Connecticut
$4.65M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.03M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$11.8M
2
EAM
Edge Asset Management
Washington
$2.78M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$12.3M
4
RP
Regal Partners
Australia
$23.1M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
176
WhitTier Trust Company
Nevada
$40K – – –
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$37K – – –
DADC
178
D.A. Davidson & Co
Montana
$37K – – –
AF
179
Allworth Financial
California
$33K -$109 -1 -0.3%
AssetMark Inc
180
AssetMark Inc
California
$33K – – –
SEI Investments
181
SEI Investments
Pennsylvania
$33K +$29.4K +270 +818%
MA
182
MUFG Americas
New York
$32K – – –
WA
183
WFG Advisors
Texas
$32K – – –
IA
184
IFP Advisors
Florida
$26K +$3.21K +19 +14%
JFGIW
185
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K – – –
SWA
186
Sutton Wealth Advisors
Florida
$18.7K +$18.7K +173 New
FHA
187
First Horizon Advisors
Tennessee
$17K -$531 -5 -3%
First Manhattan
188
First Manhattan
New York
$16K -$5.33K -50 -25%
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
MCA
190
Mercer Capital Advisers
New Jersey
$13K – – –
Geode Capital Management
191
Geode Capital Management
Massachusetts
$12.6K +$772 +7,152 +7%
VCM
192
Versant Capital Management
Arizona
$11K -$4.02K -38 -27%
TCOV
193
Trust Company of Vermont
Vermont
$11K – – –
Federated Hermes
194
Federated Hermes
Pennsylvania
$11K – – –
SSB
195
Sandy Spring Bank
Maryland
$11K – – –
MWP
196
MYCIO Wealth Partners
Pennsylvania
$11K +$11K +100 New
QT
197
Quantbot Technologies
New York
$7K – – –
Barclays
198
Barclays
United Kingdom
$7K +$7K +62 New
MWM
199
MinichMacGregor Wealth Management
New York
$6K +$95 +1 +2%
JIC
200
Joel Isaacson & Co
New York
$6K +$6K +60 New
5 6 7
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