300 hedge funds and large institutions have $2.3B invested in WD-40 in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+33
Holders Change %
+12.36%
% of All Funds
6.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
60
Increased
86
Reduced
76
Closed
27
Calls
$12.7M
Puts
$9.93M
Net Calls
+$2.79M
Net Calls Change
-$812K
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
176
Bruderman Asset Management
New York
$319K -$53.9K -294 -14%
LCM
177
Laurion Capital Management
New York
$319K +$319K +1,740 New
ECM
178
Everence Capital Management
Indiana
$313K
PAI
179
Pittenger & Anderson Inc
Nebraska
$312K
PP
180
Paloma Partners
Connecticut
$312K +$312K +1,700 New
SAM
181
Sawgrass Asset Management
Florida
$310K -$73.4K -400 -19%
US Bancorp
182
US Bancorp
Minnesota
$304K -$51.3K -280 -14%
DW
183
Domani Wealth
Pennsylvania
$289K +$289K +1,575 New
NA
184
Neuburgh Advisers
California
$287K
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$286K +$64.5K +352 +29%
RHJA
186
Rice Hall James & Associates
California
$284K -$18.3K -100 -6%
FAAS
187
First Allied Advisory Services
California
$279K
CCM
188
Coldstream Capital Management
Washington
$277K +$18K +98 +7%
MAM
189
Martingale Asset Management
Massachusetts
$276K +$276K +1,501 New
SCM
190
Stonebridge Capital Management
California
$275K
SRAM
191
Stone Ridge Asset Management
New York
$274K +$274K +1,496 New
Creative Planning
192
Creative Planning
Kansas
$271K
MWM
193
Meridian Wealth Management
Kentucky
$268K
PA
194
Profund Advisors
Maryland
$267K -$108K -587 -29%
Fidelity Investments
195
Fidelity Investments
Massachusetts
$264K -$8.24K -45 -3%
SB
196
Suntrust Banks
Georgia
$262K +$35.8K +196 +16%
HFM
197
Harvest Fund Management
China
$260K
WSFS
198
Wilmington Savings Fund Society
Delaware
$257K
CBT
199
Capital Bank & Trust
California
$257K
SCM
200
Shelton Capital Management
Colorado
$256K