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WD-40
WDFC

Overview Fund Activity

215 hedge funds and large institutions have $1.24B invested in WD-40 in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
72
Reduced
66
Closed
11
Calls
$1.75M
Puts
$1.38M
Net Calls
+$368K
Net Calls Change
-$1.31M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$108M
2
Goldman Sachs
2
Goldman Sachs
New York
$13.9M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$33.9M
4
Invesco
4
Invesco
Georgia
$17.2M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$4.97M

Top Sellers

1
RCM
1
Riverhead Capital Management
Delaware
$79K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$64.9M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$50M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$45.7M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$64K -$5.1K -45 -7%
LIA
177
LS Investment Advisors
Michigan
$59K +$7.17K +64 +14%
S
178
SignatureFD
Georgia
$47K – – –
JFA
179
JNBA Financial Advisors
Minnesota
$47K +$47K +421 New
WTC
180
WhitTier Trust Company
Nevada
$46K +$4.17K +37 +10%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$46K +$7.16K +63 +18%
NIT
182
NumerixS Investment Technologies
British Columbia, Canada
$45K +$45K +400 New
IA
183
IFP Advisors
Florida
$43K +$14.9K +133 +53%
WA
184
WFG Advisors
Texas
$34K – – –
AF
185
Allworth Financial
California
$34K – – –
MA
186
MUFG Americas
New York
$34K – – –
Fuller & Thaler Asset Management
187
Fuller & Thaler Asset Management
California
$34K +$34K +300 New
AssetMark Inc
188
AssetMark Inc
California
$26K -$228 -2 -0.9%
JFGIW
189
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K – – –
Federated Hermes
190
Federated Hermes
Pennsylvania
$20K +$8.7K +77 +77%
SWA
191
Sutton Wealth Advisors
Florida
$19.5K – – –
First Manhattan
192
First Manhattan
New York
$16K – – –
MCA
193
Mercer Capital Advisers
New Jersey
$14K – – –
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
SSB
195
Sandy Spring Bank
Maryland
$12K – – –
FHA
196
First Horizon Advisors
Tennessee
$12K – – –
VCM
197
Versant Capital Management
Arizona
$11K -$327 -3 -3%
TCOV
198
Trust Company of Vermont
Vermont
$11K – – –
MWP
199
MYCIO Wealth Partners
Pennsylvania
$11K – – –
TIM
200
Tortoise Investment Management
New York
$10K – – –
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8
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