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WD-40
WDFC

Overview Fund Activity

228 hedge funds and large institutions have $1.41B invested in WD-40 in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+14
Holders Change %
+6.54%
% of All Funds
5.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
71
Reduced
62
Closed
19
Calls
$1.39M
Puts
$1.33M
Net Calls
+$59K
Net Calls Change
+$754K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$64.5M
2
RP
2
Regal Partners
Australia
$42.2M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$43.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.08M
5
BlackRock
5
BlackRock
New York
$206M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$35.2M
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$31M
3
GKIM
3
GW&K Investment Management
Massachusetts
$14.5M
4
Bank of America
4
Bank of America
North Carolina
$3.33M
5
MOACM
5
Mutual of America Capital Management
New York
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
201
Sutton Wealth Advisors
Florida
$20.4K – – –
Federated Hermes
202
Federated Hermes
Pennsylvania
$19K -$481 -4 -2%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$19K +$5.29K +44 +39%
First Manhattan
204
First Manhattan
New York
$17K – – –
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
BBHC
206
Brown Brothers Harriman & Co
New York
$15K +$15K +131 New
MCA
207
Mercer Capital Advisers
New Jersey
$14K – – –
TCOV
208
Trust Company of Vermont
Vermont
$12K – – –
ST
209
Smithfield Trust
Pennsylvania
$12K – – –
TCM
210
Tradewinds Capital Management
Washington
$12K +$12K +100 New
FHA
211
First Horizon Advisors
Tennessee
$11K – – –
VCM
212
Versant Capital Management
Arizona
$11K – – –
TIM
213
Tortoise Investment Management
New York
$10K – – –
PA
214
Parallel Advisors
California
$8K – – –
MWM
215
MinichMacGregor Wealth Management
New York
$7K +$108 +1 +2%
WEC
216
Winslow Evans & Crocker
Massachusetts
$6.49K – – –
Simplex Trading
217
Simplex Trading
Illinois
$5K -$6.74K -62 -57%
SA
218
SRH Advisors
Kansas
$4K – – –
SPIA
219
Steward Partners Investment Advisory
New York
$3K – – –
WAM
220
Wealthspire Advisors (Maryland)
Maryland
$3K +$2.09K +16 +229%
CCM
221
Cribstone Capital Management
Maine
$3K +$3K +25 New
BL
222
Balentine LLC
Georgia
$2K – – –
STA
223
Summit Trail Advisors
New York
$2K +$2K +19 New
PFBT
224
Parkside Financial Bank & Trust
Missouri
$1K – – –
PCG
225
Private Capital Group
Connecticut
$47 +$47 +400 New
6 7 8
9
10