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WD-40
WDFC

Overview Fund Activity

220 hedge funds and large institutions have $1.34B invested in WD-40 in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
34
Increased
63
Reduced
65
Closed
26
Calls
$1.1M
Puts
$1.08M
Net Calls
+$18K
Net Calls Change
-$350K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$129M
2
AAM
Aberdeen Asset Management
United Kingdom
$33.3M
3
CS
Credit Suisse
Switzerland
$13.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$41.8M
5
CONA
Capital One National Association
New York
$5.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$4.08M
2
GKIM
GW&K Investment Management
Massachusetts
$17.8M
3
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$0
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
201
Trust Company of Vermont
Vermont
$12K – – –
VCM
202
Versant Capital Management
Arizona
$11K – – –
TIM
203
Tortoise Investment Management
New York
$10K – – –
Parallax Volatility Advisers
204
Parallax Volatility Advisers
California
$10K +$10K +83 New
Simplex Trading
205
Simplex Trading
Illinois
$8K +$8K +74 New
JIC
206
Joel Isaacson & Co
New York
$7K – – –
MWM
207
MinichMacGregor Wealth Management
New York
$7K +$109 +1 +2%
WEC
208
Winslow Evans & Crocker
Massachusetts
$6.43K – – –
HNB
209
Huntington National Bank
Ohio
$4K – – –
SA
210
SRH Advisors
Kansas
$4K – – –
IWA
211
IBEX Wealth Advisors
New Jersey
$4K +$4K +43 New
WTB
212
Washington Trust Bank
Washington
$3K – – –
MCM
213
MV Capital Management
Maryland
$2K – – –
SIC
214
Salem Investment Counselors
North Carolina
$2K +$2K +20 New
GT
215
Glenmede Trust
Pennsylvania
$2K +$2K +25 New
WA
216
WealthTrust-Arizona
Arizona
$1K – – –
QI
217
QS Investors
New York
$1K – – –
PFBT
218
Parkside Financial Bank & Trust
Missouri
$1K +$1K +9 New
Retirement Systems of Alabama
219
Retirement Systems of Alabama
Alabama
– -$4.56M -40,598 Closed
Lord, Abbett & Co
220
Lord, Abbett & Co
New Jersey
– -$3.59M -31,903 Closed
OC
221
Oppenheimer & Co
New York
– -$1.92M -17,092 Closed
First Trust Advisors
222
First Trust Advisors
Illinois
– -$1.03M -9,154 Closed
DTL
223
Dynamic Technology Lab
Singapore
– -$846K -7,523 Closed
Mackenzie Financial
224
Mackenzie Financial
Ontario, Canada
– -$638K -5,672 Closed
FQ
225
First Quadrant
California
– -$616K -5,478 Closed
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