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WD-40
WDFC

Overview Fund Activity

215 hedge funds and large institutions have $1.26B invested in WD-40 in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
69
Reduced
67
Closed
18
Calls
$2.63M
Puts
$3.05M
Net Calls
-$414K
Net Calls Change
-$732K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$65.2M
2
LIM
Lagoda Investment Management
New York
$7.35M
3
Wells Fargo
Wells Fargo
California
$21.5M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$58.1M
5
CCA
Cobblestone Capital Advisors
New York
$5.49M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
CWAM
Columbia Wanger Asset Management
Illinois
$37.6M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$8.12M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$748K
5
CS
Credit Suisse
Switzerland
$811K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$9K – – –
TIM
202
Tortoise Investment Management
New York
$9K – – –
SEI Investments
203
SEI Investments
Pennsylvania
$8K -$41.9K -356 -84%
MWM
204
MinichMacGregor Wealth Management
New York
$7K – – –
PA
205
Parallel Advisors
California
$7K +$7K +66 New
WEC
206
Winslow Evans & Crocker
Massachusetts
$6.07K -$110 -1 -2%
QAM
207
QCI Asset Management
New York
$4K -$36K -360 -90%
HNB
208
Huntington National Bank
Ohio
$4K – – –
SA
209
SRH Advisors
Kansas
$4K – – –
SPIA
210
Steward Partners Investment Advisory
New York
$4K +$2.74K +26 +217%
BL
211
Balentine LLC
Georgia
$2K – – –
PFBT
212
Parkside Financial Bank & Trust
Missouri
$1K – – –
LWCFA
213
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K +$1K +10 New
William Blair Investment Management
214
William Blair Investment Management
Illinois
– -$58.4M -535,862 Closed
USGIU
215
U.S. Global Investors (USGI)
Texas
– -$1.21K -11,072 Closed
SCA
216
Snowden Capital Advisors
New York
– -$1.14M -10,465 Closed
MF
217
Magnetar Financial
Illinois
– -$729K -6,689 Closed
Two Sigma Investments
218
Two Sigma Investments
New York
– -$381K -3,500 Closed
DTL
219
Dynamic Technology Lab
Singapore
– -$269K -2,478 Closed
ProShare Advisors
220
ProShare Advisors
Maryland
– -$213K -1,951 Closed
Connor, Clark & Lunn Investment Management (CC&L)
221
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$207K -1,900 Closed
Robeco Institutional Asset Management
222
Robeco Institutional Asset Management
Netherlands
– -$154K -1,418 Closed
CGT
223
Capital Guardian Trust
California
– -$153K -1,400 Closed
SG Americas Securities
224
SG Americas Securities
New York
– -$131K -1,205 Closed
GH
225
GAM Holding
Switzerland
– -$94K -866 Closed
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