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WD-40
WDFC

Overview Fund Activity

233 hedge funds and large institutions have $1.57B invested in WD-40 in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
68
Reduced
68
Closed
21
Calls
$3.11M
Puts
$1.84M
Net Calls
+$1.27M
Net Calls Change
+$1.21M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$49.4M
2
BlackRock
BlackRock
New York
$235M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$7.64M
4
Vanguard Group
Vanguard Group
Pennsylvania
$172M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$90.5M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$64.2M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$32.8M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
Wells Fargo
Wells Fargo
California
$25M
5
CCA
Conestoga Capital Advisors
Pennsylvania
$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
201
JNBA Financial Advisors
Minnesota
$23K – – –
SWA
202
Sutton Wealth Advisors
Florida
$22.8K – – –
Federated Hermes
203
Federated Hermes
Pennsylvania
$22K +$1.19K +9 +6%
APP
204
Avantax Planning Partners
Iowa
$22K +$22K +167 New
First Manhattan
205
First Manhattan
New York
$19K – – –
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$16K – – –
MCA
207
Mercer Capital Advisers
New Jersey
$16K – – –
SF
208
Synovus Financial
Georgia
$15K +$15K +119 New
ST
209
Smithfield Trust
Pennsylvania
$14K – – –
VCM
210
Versant Capital Management
Arizona
$13K -$263 -2 -2%
TCOV
211
Trust Company of Vermont
Vermont
$13K – – –
FHA
212
First Horizon Advisors
Tennessee
$11K – – –
TIM
213
Tortoise Investment Management
New York
$11K – – –
PA
214
Parallel Advisors
California
$9K – – –
CPIG
215
Chicago Partners Investment Group
Illinois
$9K +$9K +68 New
MWM
216
MinichMacGregor Wealth Management
New York
$8K – – –
WEC
217
Winslow Evans & Crocker
Massachusetts
$7.24K – – –
BFEC
218
Benjamin F. Edwards & Company
Missouri
$7K +$7K +50 New
OIA
219
Optimum Investment Advisors
Illinois
$6K +$6K +42 New
IFAM
220
Institutional & Family Asset Management
Colorado
$5K +$5K +41 New
SA
221
SRH Advisors
Kansas
$4K – – –
CCM
222
Cribstone Capital Management
Maine
$3K – – –
SPIA
223
Steward Partners Investment Advisory
New York
$3K – – –
WAM
224
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
JA
225
JOYN Advisors
Georgia
$3K +$3K +19 New
7 8
9
10 11