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WD-40
WDFC

Overview Fund Activity

214 hedge funds and large institutions have $1.27B invested in WD-40 in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
5.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
70
Reduced
59
Closed
18
Calls
$2.7M
Puts
$3.39M
Net Calls
-$695K
Net Calls Change
-$281K

Top Buyers

1
CCA
Conestoga Capital Advisors
Pennsylvania
$35M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$75M
3
RP
Regal Partners
Australia
$31.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$142M
5
NI
Numeric Investors
Massachusetts
$7.49M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$35M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.73M
3
CWAM
Columbia Wanger Asset Management
Illinois
$33.2M
4
CONA
Capital One National Association
New York
$987K
5
Norges Bank
Norges Bank
Norway
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$51K +$7.86K +69 +18%
LIA
177
LS Investment Advisors
Michigan
$49K -$10.4K -92 -17%
IA
178
IFP Advisors
Florida
$48K +$14.3K +129 +42%
RFM
179
Royal Fund Management
Florida
$35K – – –
MA
180
MUFG Americas
New York
$34K – – –
AF
181
Allworth Financial
California
$34K +$111 +1 +0.3%
GT
182
Glenmede Trust
Pennsylvania
$30K +$14.7K +135 +96%
OAM
183
Oppenheimer Asset Management
New York
$29K +$223 +2 +0.8%
IDBONY
184
Israel Discount Bank of New York
New York
$25K – – –
JFGIW
185
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K – – –
FANJ
186
Financial Architects (New Jersey)
New Jersey
$21K +$21K +186 New
JFA
187
JNBA Financial Advisors
Minnesota
$20K – – –
SWA
188
Sutton Wealth Advisors
Florida
$19.4K – – –
AssetMark Inc
189
AssetMark Inc
California
$19K – – –
Federated Hermes
190
Federated Hermes
Pennsylvania
$18K -$1.11K -10 -6%
LF
191
Lee Financial
Texas
$17K – – –
First Manhattan
192
First Manhattan
New York
$16K – – –
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
MCA
194
Mercer Capital Advisers
New Jersey
$14K – – –
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
CPIG
196
Chicago Partners Investment Group
Illinois
$13K +$13K +112 New
ST
197
Smithfield Trust
Pennsylvania
$12K +$12K +103 New
Simplex Trading
198
Simplex Trading
Illinois
$12K +$12K +108 New
VCM
199
Versant Capital Management
Arizona
$11K – – –
TCOV
200
Trust Company of Vermont
Vermont
$11K – – –
6 7
8
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