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WD-40
WDFC

Overview Fund Activity

233 hedge funds and large institutions have $1.57B invested in WD-40 in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
68
Reduced
68
Closed
21
Calls
$3.11M
Puts
$1.84M
Net Calls
+$1.27M
Net Calls Change
+$1.21M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$49.4M
2
BlackRock
BlackRock
New York
$235M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$7.64M
4
Vanguard Group
Vanguard Group
Pennsylvania
$172M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$90.5M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$64.2M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$32.8M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
Wells Fargo
Wells Fargo
California
$25M
5
CCA
Conestoga Capital Advisors
Pennsylvania
$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
176
American Portfolios Advisors
New York
$109K +$263 +2 +0.2%
PAM
177
Paradigm Asset Management
New York
$105K – – –
ASN
178
Advisory Services Network
Georgia
$82K – – –
SWP
179
Stratos Wealth Partners
Ohio
$79K -$17.9K -136 -18%
QI
180
QS Investors
New York
$79K – – –
FIB
181
First Interstate Bank
Montana
$79K – – –
NSIM
182
North Star Investment Management
Illinois
$66K – – –
EFSCE
183
Enterprise Financial Services Corp (EFSC)
Missouri
$66K – – –
GI
184
Gradient Investments
Minnesota
$66K – – –
Ohio Public Employees Retirement System (OPERS)
185
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K -$26.9K -203 -31%
LTFS
186
Ladenburg Thalmann Financial Services
Florida
$59K -$532 -4 -0.9%
LIA
187
LS Investment Advisors
Michigan
$55K +$3.01K +23 +6%
PCG
188
Private Capital Group
Connecticut
$53K – – –
RFM
189
Royal Fund Management
Florida
$42K – – –
Citigroup
190
Citigroup
New York
$41K -$4.06K -31 -9%
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$40K – – –
MA
192
MUFG Americas
New York
$40K – – –
AF
193
Allworth Financial
California
$40K +$130 +1 +0.3%
IA
194
IFP Advisors
Florida
$39K – – –
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$34K +$13.2K +100 +63%
WF
196
WealthTrust Fairport
Ohio
$33K +$33K +250 New
GT
197
Glenmede Trust
Pennsylvania
$32K – – –
IDBONY
198
Israel Discount Bank of New York
New York
$30K – – –
JFGIW
199
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K – – –
AssetMark Inc
200
AssetMark Inc
California
$23K -$1.2K -9 -5%
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8
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