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WD-40
WDFC

Overview Fund Activity

201 hedge funds and large institutions have $1.27B invested in WD-40 in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-6
Holders Change %
-2.9%
% 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
18
Increased
61
Reduced
66
Closed
23
Calls
$2.64M
Puts
$965K
Net Calls
+$1.68M
Net Calls Change
+$1.67M

Top Buyers

1
CWAM
Columbia Wanger Asset Management
Illinois
$58.6M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$27.3M
3
HIM
Hermes Investment Management
United Kingdom
$23.7M
4
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$7.19M
5
AAM
Aberdeen Asset Management
United Kingdom
$20.8M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$82.6M
2
GKIM
GW&K Investment Management
Massachusetts
$27.2M
3
Renaissance Technologies
Renaissance Technologies
New York
$75.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$7.99M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
176
AssetMark Inc
California
$27K -$8.8K -75 -25%
JFGIW
177
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K – – –
GT
178
Glenmede Trust
Pennsylvania
$23K +$23K +200 New
SWA
179
Sutton Wealth Advisors
Florida
$20.3K – – –
QT
180
Quantbot Technologies
New York
$20K +$12.4K +107 +162%
First Manhattan
181
First Manhattan
New York
$17K – – –
FMII
182
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
MCA
183
Mercer Capital Advisers
New Jersey
$14K – – –
FHA
184
First Horizon Advisors
Tennessee
$13K -$5.09K -45 -28%
MWP
185
MYCIO Wealth Partners
Pennsylvania
$12K – – –
Federated Hermes
186
Federated Hermes
Pennsylvania
$12K – – –
SSB
187
Sandy Spring Bank
Maryland
$12K – – –
VCM
188
Versant Capital Management
Arizona
$12K – – –
TCOV
189
Trust Company of Vermont
Vermont
$12K – – –
TIM
190
Tortoise Investment Management
New York
$10K +$10K +85 New
JIC
191
Joel Isaacson & Co
New York
$7K – – –
MWM
192
MinichMacGregor Wealth Management
New York
$7K – – –
WEC
193
Winslow Evans & Crocker
Massachusetts
$6.46K +$115 +1 +2%
SA
194
SRH Advisors
Kansas
$4K – – –
MCM
195
MV Capital Management
Maryland
$2K +$2K +15 New
WTB
196
Washington Trust Bank
Washington
$2K +$2K +19 New
QCG
197
Quadrant Capital Group
Ohio
$1K – – –
QI
198
QS Investors
New York
$1K – – –
CF
199
CenterStar Fund
Illinois
$1K – – –
FNBT
200
FineMark National Bank & Trust
Florida
$1K +$1K +9 New
5 6 7
8
9