WDFC icon

WD-40
WDFC

Overview Fund Activity

220 hedge funds and large institutions have $1.34B invested in WD-40 in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
34
Increased
63
Reduced
65
Closed
26
Calls
$1.1M
Puts
$1.08M
Net Calls
+$18K
Net Calls Change
-$350K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$129M
2
AAM
Aberdeen Asset Management
United Kingdom
$33.3M
3
CS
Credit Suisse
Switzerland
$13.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$41.8M
5
CONA
Capital One National Association
New York
$5.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$4.08M
2
GKIM
GW&K Investment Management
Massachusetts
$17.8M
3
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$0
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIB
176
First Interstate Bank
Montana
$70K – – –
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$62K – – –
LIA
178
LS Investment Advisors
Michigan
$62K – – –
WTC
179
WhitTier Trust Company
Nevada
$48K – – –
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$47K – – –
RFM
181
Royal Fund Management
Florida
$37K +$37K +320 New
MA
182
MUFG Americas
New York
$35K – – –
Fuller & Thaler Asset Management
183
Fuller & Thaler Asset Management
California
$35K – – –
WA
184
WFG Advisors
Texas
$35K – – –
AF
185
Allworth Financial
California
$35K – – –
IA
186
IFP Advisors
Florida
$29K -$15.6K -134 -35%
IDBONY
187
Israel Discount Bank of New York
New York
$28K +$28K +237 New
JFGIW
188
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K – – –
PA
189
Parallel Advisors
California
$23K +$23K +195 New
JFA
190
JNBA Financial Advisors
Minnesota
$21K -$29.2K -245 -58%
Federated Hermes
191
Federated Hermes
Pennsylvania
$21K +$118 +1 +0.6%
SWA
192
Sutton Wealth Advisors
Florida
$20.2K – – –
AssetMark Inc
193
AssetMark Inc
California
$20K -$6.36K -55 -24%
LF
194
Lee Financial
Texas
$18K +$18K +150 New
TRCT
195
Tower Research Capital (TRC)
New York
$18K +$18K +155 New
First Manhattan
196
First Manhattan
New York
$17K – – –
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
MCA
198
Mercer Capital Advisers
New Jersey
$14K – – –
SSB
199
Sandy Spring Bank
Maryland
$12K – – –
FHA
200
First Horizon Advisors
Tennessee
$12K – – –
6 7
8
9 10