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WD-40
WDFC

Overview Fund Activity

215 hedge funds and large institutions have $1.26B invested in WD-40 in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+3
Holders Change %
+1.42%
% 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
21
Increased
69
Reduced
67
Closed
18
Calls
$2.63M
Puts
$3.05M
Net Calls
-$414K
Net Calls Change
-$732K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$65.2M
2
LIM
Lagoda Investment Management
New York
$7.35M
3
Wells Fargo
Wells Fargo
California
$21.5M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$58.1M
5
CCA
Cobblestone Capital Advisors
New York
$5.49M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
CWAM
Columbia Wanger Asset Management
Illinois
$37.6M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$8.12M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$748K
5
CS
Credit Suisse
Switzerland
$811K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
176
Gradient Investments
Minnesota
$55K +$55K +500 New
DADC
177
D.A. Davidson & Co
Montana
$52K -$43.8K -400 -46%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$45K – – –
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$42K -$73.9K -667 -64%
RFM
180
Royal Fund Management
Florida
$35K – – –
PAM
181
Panagora Asset Management
Massachusetts
$34K -$48K -438 -59%
AF
182
Allworth Financial
California
$34K +$112 +1 +0.3%
IA
183
IFP Advisors
Florida
$34K +$11.2K +100 +49%
MA
184
MUFG Americas
New York
$33K – – –
OAM
185
Oppenheimer Asset Management
New York
$28K +$434 +4 +2%
IDBONY
186
Israel Discount Bank of New York
New York
$25K -$1.1K -10 -4%
JFGIW
187
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K – – –
SWA
188
Sutton Wealth Advisors
Florida
$19.1K – – –
JFA
189
JNBA Financial Advisors
Minnesota
$19K – – –
AssetMark Inc
190
AssetMark Inc
California
$19K – – –
Federated Hermes
191
Federated Hermes
Pennsylvania
$19K +$1.55K +14 +9%
CG
192
Cutler Group
California
$17K -$315 -3 -2%
LF
193
Lee Financial
Texas
$17K – – –
First Manhattan
194
First Manhattan
New York
$16K – – –
GT
195
Glenmede Trust
Pennsylvania
$15K – – –
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
MCA
197
Mercer Capital Advisers
New Jersey
$13K – – –
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$13K +$114 +1 +0.9%
VCM
199
Versant Capital Management
Arizona
$11K – – –
TCOV
200
Trust Company of Vermont
Vermont
$11K – – –
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8
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