WDFC icon

WD-40
WDFC

Overview Fund Activity

212 hedge funds and large institutions have $1.26B invested in WD-40 in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-8
Holders Change %
-3.64%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
71
Reduced
65
Closed
21
Calls
$1.9M
Puts
$1.58M
Net Calls
+$318K
Net Calls Change
+$300K

Top Buyers

1
BlackRock
BlackRock
New York
$185M
2
CCA
Conestoga Capital Advisors
Pennsylvania
$16.9M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$50.5M
4
BTS
BB&T Securities
Virginia
$8.04M
5
Vanguard Group
Vanguard Group
Pennsylvania
$134M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$58.4M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$154K
3
CS
Credit Suisse
Switzerland
$3.62M
4
Norges Bank
Norges Bank
Norway
$8.83M
5
AI
Axiom Investors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$9K -$2.5K -25 -22%
TIM
202
Tortoise Investment Management
New York
$9K – – –
MWM
203
MinichMacGregor Wealth Management
New York
$7K – – –
WEC
204
Winslow Evans & Crocker
Massachusetts
$5.99K – – –
HNB
205
Huntington National Bank
Ohio
$4K – – –
SA
206
SRH Advisors
Kansas
$4K – – –
BL
207
Balentine LLC
Georgia
$2K +$2K +17 New
USGIU
208
U.S. Global Investors (USGI)
Texas
$1.21K +$8 +72 +0.7%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$1K – – –
SPIA
210
Steward Partners Investment Advisory
New York
$1K +$1K +12 New
AI
211
Axiom Investors
Connecticut
– -$3.91M -33,434 Closed
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
– -$1.98M -16,970 Closed
BFS
213
Bradley Foster & Sargent
Connecticut
– -$715K -6,120 Closed
KJHP
214
K.J. Harrison & Partners
Ontario, Canada
– -$585K -5,000 Closed
Bessemer Group
215
Bessemer Group
New Jersey
– -$561K -4,800 Closed
AA
216
ALPS Advisors
Colorado
– -$416K -3,560 Closed
Capital Fund Management (CFM)
217
Capital Fund Management (CFM)
France
– -$351K -3,000 Closed
HSBC Holdings
218
HSBC Holdings
United Kingdom
– -$336K -2,868 Closed
GWM
219
Greenwich Wealth Management
Connecticut
– -$326K -2,790 Closed
BA
220
BKS Advisors
Michigan
– -$273K -2,337 Closed
Allianz Asset Management
221
Allianz Asset Management
Germany
– -$268K -2,295 Closed
RFC
222
Regions Financial Corp
Alabama
– -$230K -1,963 Closed
PA
223
Parallel Advisors
California
– -$23K -195 Closed
TRCT
224
Tower Research Capital (TRC)
New York
– -$18K -155 Closed
Simplex Trading
225
Simplex Trading
Illinois
– -$8K -74 Closed
6 7 8
9
10