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WD-40
WDFC

Overview Fund Activity

267 hedge funds and large institutions have $2.15B invested in WD-40 in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+23
Holders Change %
+9.43%
% of All Funds
6.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
79
Reduced
81
Closed
13
Calls
$10.2M
Puts
$6.59M
Net Calls
+$3.6M
Net Calls Change
+$3.32M

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$37.5M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$32.5M
3
BlackRock
3
BlackRock
New York
$342M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$75.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$236M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.81M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$35.1M
3
RP
3
Regal Partners
Australia
$57.6M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$113M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
201
Benjamin F. Edwards & Company
Missouri
$143K +$90.6K +527 +173%
APA
202
American Portfolios Advisors
New York
$141K -$516 -3 -0.4%
BNP Paribas Financial Markets
203
BNP Paribas Financial Markets
France
$133K -$12.7K -74 -9%
CPH
204
C Partners Holding
Switzerland
$125K -$161K -937 -56%
AF
205
Advisornet Financial
Minnesota
$110K -$13.2K -77 -11%
FIB
206
First Interstate Bank
Montana
$103K – – –
AIM
207
Acropolis Investment Management
Missouri
$103K +$103K +600 New
SWP
208
Stratos Wealth Partners
Ohio
$103K +$103K +601 New
Simplex Trading
209
Simplex Trading
Illinois
$93K +$93K +542 New
ASN
210
Advisory Services Network
Georgia
$91K -$16.5K -96 -15%
GI
211
Gradient Investments
Minnesota
$86K – – –
NSIM
212
North Star Investment Management
Illinois
$86K – – –
EFSCE
213
Enterprise Financial Services Corp (EFSC)
Missouri
$86K – – –
RE
214
RBC Europe
United Kingdom
$84.3K -$118K -683 -58%
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$77K – – –
LIA
216
LS Investment Advisors
Michigan
$72K – – –
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
$71K -$7.89K -46 -10%
SF
218
Synovus Financial
Georgia
$71K +$50.3K +289 +243%
PCG
219
Private Capital Group
Connecticut
$68K – – –
TRCT
220
Tower Research Capital (TRC)
New York
$64K -$67.9K -396 -51%
CAL
221
Capital Analysts LLC
Pennsylvania
$60K -$8.57K -50 -13%
IA
222
IFP Advisors
Florida
$58K – – –
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$54K +$9.74K +57 +22%
AF
224
Allworth Financial
California
$53K +$172 +1 +0.3%
MA
225
MUFG Americas
New York
$52K – – –
7 8
9
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