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WD-40
WDFC

Overview Fund Activity

214 hedge funds and large institutions have $1.27B invested in WD-40 in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
5.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
70
Reduced
59
Closed
18
Calls
$2.7M
Puts
$3.39M
Net Calls
-$695K
Net Calls Change
-$281K

Top Buyers

1
CCA
Conestoga Capital Advisors
Pennsylvania
$35M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$75M
3
RP
Regal Partners
Australia
$31.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$142M
5
NI
Numeric Investors
Massachusetts
$7.49M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$35M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.73M
3
CWAM
Columbia Wanger Asset Management
Illinois
$33.2M
4
CONA
Capital One National Association
New York
$987K
5
Norges Bank
Norges Bank
Norway
$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$10K – – –
TIM
202
Tortoise Investment Management
New York
$10K – – –
SEI Investments
203
SEI Investments
Pennsylvania
$10K +$2.18K +19 +28%
CG
204
Cutler Group
California
$7K -$9.93K -95 -59%
PA
205
Parallel Advisors
California
$7K – – –
MWM
206
MinichMacGregor Wealth Management
New York
$7K – – –
WEC
207
Winslow Evans & Crocker
Massachusetts
$6.16K +$110 +1 +2%
SA
208
SRH Advisors
Kansas
$4K – – –
SPIA
209
Steward Partners Investment Advisory
New York
$3K -$1.22K -11 -29%
MFW
210
Mosaic Family Wealth
Missouri
$3K +$3K +25 New
BL
211
Balentine LLC
Georgia
$2K – – –
PFBT
212
Parkside Financial Bank & Trust
Missouri
$1K – – –
WAM
213
Wealthspire Advisors (Maryland)
Maryland
$1K +$429 +3 +75%
Bank of Nova Scotia
214
Bank of Nova Scotia
Ontario, Canada
– -$2.25M -20,401 Closed
Arrowstreet Capital
215
Arrowstreet Capital
Massachusetts
– -$1.98M -17,900 Closed
Jane Street
216
Jane Street
New York
– -$834K -7,560 Closed
MC
217
Menta Capital
California
– -$596K -5,400 Closed
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
– -$582K -5,273 Closed
AP
219
AHL Partners
United Kingdom
– -$577K -5,233 Closed
LPL Financial
220
LPL Financial
California
– -$323K -2,931 Closed
Allianz Asset Management
221
Allianz Asset Management
Germany
– -$249K -2,255 Closed
PA
222
Profund Advisors
Maryland
– -$203K -1,842 Closed
Creative Planning
223
Creative Planning
Kansas
– -$160K -1,454 Closed
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$115K -1,041 Closed
OSAM
225
O'Shaughnessy Asset Management
Connecticut
– -$105K -948 Closed
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