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WD-40
WDFC

Overview Fund Activity

228 hedge funds and large institutions have $1.41B invested in WD-40 in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+14
Holders Change %
+6.54%
% of All Funds
5.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
71
Reduced
62
Closed
19
Calls
$1.39M
Puts
$1.33M
Net Calls
+$59K
Net Calls Change
+$754K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$64.5M
2
RP
2
Regal Partners
Australia
$42.2M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$43.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.08M
5
BlackRock
5
BlackRock
New York
$206M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$35.2M
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$31M
3
GKIM
3
GW&K Investment Management
Massachusetts
$14.5M
4
Bank of America
4
Bank of America
North Carolina
$3.33M
5
MOACM
5
Mutual of America Capital Management
New York
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
176
Stratos Wealth Partners
Ohio
$87K +$87K +737 New
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$85K -$8.35K -70 -9%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$85K +$21.6K +183 +34%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$78K +$353 +3 +0.5%
ASN
180
Advisory Services Network
Georgia
$74K – – –
FIB
181
First Interstate Bank
Montana
$71K – – –
QI
182
QS Investors
New York
$71K – – –
NSIM
183
North Star Investment Management
Illinois
$59K – – –
EFSCE
184
Enterprise Financial Services Corp (EFSC)
Missouri
$59K – – –
GI
185
Gradient Investments
Minnesota
$59K +$59K +500 New
II
186
Inspire Investing
Idaho
$58K +$58K +493 New
LTFS
187
Ladenburg Thalmann Financial Services
Florida
$52K – – –
LIA
188
LS Investment Advisors
Michigan
$47K -$4.37K -37 -9%
Citigroup
189
Citigroup
New York
$41K -$297K -2,493 -88%
IA
190
IFP Advisors
Florida
$39K -$11.7K -100 -23%
RFM
191
Royal Fund Management
Florida
$37K – – –
AF
192
Allworth Financial
California
$36K +$118 +1 +0.3%
MA
193
MUFG Americas
New York
$35K – – –
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$35K +$35K +300 New
GT
195
Glenmede Trust
Pennsylvania
$32K – – –
IDBONY
196
Israel Discount Bank of New York
New York
$27K – – –
JFGIW
197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K – – –
SEI Investments
198
SEI Investments
Pennsylvania
$22K +$11.6K +97 +111%
JFA
199
JNBA Financial Advisors
Minnesota
$21K – – –
AssetMark Inc
200
AssetMark Inc
California
$21K +$1.04K +9 +5%
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8
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