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WD-40
WDFC

Overview Fund Activity

267 hedge funds and large institutions have $2.15B invested in WD-40 in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+23
Holders Change %
+9.43%
% of All Funds
6.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
79
Reduced
81
Closed
13
Calls
$10.2M
Puts
$6.59M
Net Calls
+$3.6M
Net Calls Change
+$3.32M

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$37.5M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$32.5M
3
BlackRock
3
BlackRock
New York
$342M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$75.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$236M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.81M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$35.1M
3
RP
3
Regal Partners
Australia
$57.6M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$113M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$256K +$256K +1,487 New
Creative Planning
177
Creative Planning
Kansas
$254K +$254K +1,479 New
MWM
178
Meridian Wealth Management
Kentucky
$251K +$251K +1,460 New
CCM
179
Coldstream Capital Management
Washington
$244K +$244K +1,413 New
HFM
180
Harvest Fund Management
China
$244K +$244K +1,419 New
WSFS
181
Wilmington Savings Fund Society
Delaware
$241K -$2.07K -12 -0.8%
CBT
182
Capital Bank & Trust
California
$241K – – –
SCM
183
Shelton Capital Management
Colorado
$240K +$240K +1,396 New
RWP
184
RWA Wealth Partners
Massachusetts
$236K – – –
SAM
185
Symphony Asset Management
California
$231K -$15K -87 -6%
Squarepoint
186
Squarepoint
New York
$230K +$230K +1,339 New
NL
187
NWAM LLC
Washington
$224K +$224K +1,300 New
RJFSA
188
Raymond James Financial Services Advisors
Florida
$221K +$221K +1,282 New
HFS
189
HL Financial Services
Kentucky
$218K +$218K +1,265 New
VIA
190
Vident Investment Advisory
Georgia
$216K -$371K -2,160 -63%
RB
191
Rodgers Brothers
Pennsylvania
$215K +$215K +1,250 New
SB
192
Suntrust Banks
Georgia
$213K +$213K +1,238 New
MF
193
Magnetar Financial
Illinois
$213K +$213K +1,239 New
BCA
194
Bay Colony Advisors
Massachusetts
$211K +$65.3K +379 +45%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$208K +$208K +1,209 New
FCCM
196
First City Capital Management
Georgia
$203K +$203K +1,178 New
AIP
197
Ameritas Investment Partners
Nebraska
$196K – – –
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$169K -$687 -4 -0.4%
BAM
199
Belpointe Asset Management
Nevada
$158K +$158K +918 New
Zurich Cantonal Bank
200
Zurich Cantonal Bank
Switzerland
$157K – – –
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