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WD-40
WDFC

Overview Fund Activity

282 hedge funds and large institutions have $2.22B invested in WD-40 in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+4
Holders Change %
+1.44%
% of All Funds
6.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
27
Increased
89
Reduced
81
Closed
23
Calls
$11.4M
Puts
$9.36M
Net Calls
+$2.02M
Net Calls Change
-$1.46M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$170M
2
APG Asset Management
APG Asset Management
Netherlands
$46.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.7M
4
RI
Redwood Investments
Massachusetts
$19.4M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$61.9M

Top Sellers

1
Invesco
Invesco
Georgia
$25.3M
2
Ameriprise
Ameriprise
Minnesota
$97.7M
3
Aberdeen Group
Aberdeen Group
United Kingdom
$29.2M
4
BTS
BB&T Securities
Virginia
$1.84M
5
Citadel Advisors
Citadel Advisors
Florida
$4.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
176
Bruderman Asset Management
New York
$339K +$5.15K +28 +2%
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$334K -$8.44K -46 -2%
RHBC
178
R.H. Bluestein & Co
Michigan
$330K – – –
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$329K +$75.5K +412 +30%
OC
180
Oarsman Capital
Wisconsin
$328K – – –
RCM
181
Riverhead Capital Management
Delaware
$327K – – –
HighTower Advisors
182
HighTower Advisors
Illinois
$310K +$64.9K +354 +26%
Voloridge Investment Management
183
Voloridge Investment Management
Florida
$305K -$719K -3,916 -70%
US Bancorp
184
US Bancorp
Minnesota
$302K – – –
Point72 Asset Management
185
Point72 Asset Management
Connecticut
$300K +$300K +1,637 New
Baird Financial Group
186
Baird Financial Group
Wisconsin
$297K -$19.3K -105 -6%
William Blair & Company
187
William Blair & Company
Illinois
$296K -$72.8K -397 -20%
NA
188
Neuburgh Advisers
California
$288K – – –
SPC
189
Sigma Planning Corp
Michigan
$288K +$24.4K +133 +9%
SDIC
190
South Dakota Investment Council
South Dakota
$277K – – –
CAM
191
Congress Asset Management
Massachusetts
$276K +$276K +1,505 New
SCM
192
Stonebridge Capital Management
California
$275K – – –
PA
193
Profund Advisors
Maryland
$274K +$8.07K +44 +3%
Creative Planning
194
Creative Planning
Kansas
$271K – – –
RHJA
195
Rice Hall James & Associates
California
$266K – – –
Two Sigma Investments
196
Two Sigma Investments
New York
$258K -$2.16M -11,804 -89%
CBT
197
Capital Bank & Trust
California
$257K – – –
RWP
198
RWA Wealth Partners
Massachusetts
$252K – – –
GCP
199
GSA Capital Partners
United Kingdom
$249K -$327K -1,778 -57%
First Manhattan
200
First Manhattan
New York
$247K – – –
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