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WD-40
WDFC

Overview Fund Activity

212 hedge funds and large institutions have $1.26B invested in WD-40 in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-8
Holders Change %
-3.64%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
71
Reduced
65
Closed
21
Calls
$1.9M
Puts
$1.58M
Net Calls
+$318K
Net Calls Change
+$300K

Top Buyers

1
BlackRock
1
BlackRock
New York
$185M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$16.9M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$50.5M
4
BTS
4
BB&T Securities
Virginia
$8.04M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$134M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$58.4M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$154K
3
CS
3
Credit Suisse
Switzerland
$3.62M
4
Norges Bank
4
Norges Bank
Norway
$8.83M
5
AI
5
Axiom Investors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
176
Citigroup
New York
$34K -$1.26M -11,514 -97%
RFM
177
Royal Fund Management
Florida
$34K – – –
WA
178
WFG Advisors
Texas
$33K – – –
MA
179
MUFG Americas
New York
$33K – – –
Fuller & Thaler Asset Management
180
Fuller & Thaler Asset Management
California
$33K – – –
AF
181
Allworth Financial
California
$33K +$109 +1 +0.3%
OAM
182
Oppenheimer Asset Management
New York
$28K +$28K +254 New
IDBONY
183
Israel Discount Bank of New York
New York
$26K – – –
IA
184
IFP Advisors
Florida
$22K -$4.85K -45 -18%
JFGIW
185
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K – – –
JFA
186
JNBA Financial Advisors
Minnesota
$19K – – –
AssetMark Inc
187
AssetMark Inc
California
$19K – – –
SWA
188
Sutton Wealth Advisors
Florida
$18.8K – – –
Federated Hermes
189
Federated Hermes
Pennsylvania
$17K -$2.15K -20 -11%
CG
190
Cutler Group
California
$17K +$17K +165 New
First Manhattan
191
First Manhattan
New York
$16K – – –
LF
192
Lee Financial
Texas
$16K – – –
GT
193
Glenmede Trust
Pennsylvania
$15K +$12.3K +115 +460%
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
MCA
195
Mercer Capital Advisers
New Jersey
$13K – – –
SSB
196
Sandy Spring Bank
Maryland
$12K – – –
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +113 New
VCM
198
Versant Capital Management
Arizona
$11K – – –
TCOV
199
Trust Company of Vermont
Vermont
$11K – – –
MAM
200
Meeder Asset Management
Ohio
$11K +$11K +99 New
6 7
8
9 10