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WD-40
WDFC

Overview Fund Activity

300 hedge funds and large institutions have $2.3B invested in WD-40 in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+33
Holders Change %
+12.36%
% of All Funds
6.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
60
Increased
86
Reduced
76
Closed
27
Calls
$12.7M
Puts
$9.93M
Net Calls
+$2.79M
Net Calls Change
-$812K

Top Buyers

1
O
1
OppenheimerFunds
New York
$15.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$133M
3
RI
3
Redwood Investments
Massachusetts
$12.4M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$45.5M
5
Ameriprise
5
Ameriprise
Minnesota
$79.6M

Top Sellers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$46.2M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$24.8M
3
LIM
3
Lagoda Investment Management
New York
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$31.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$252K +$232K +1,267 +1,184%
RWP
202
RWA Wealth Partners
Massachusetts
$251K – – –
CWM
203
Campbell Wealth Management
Virginia
$247K +$247K +1,350 New
MFG
204
Magnus Financial Group
New York
$246K +$246K +1,343 New
JIM
205
Jupiter Investment Management
United Kingdom
$246K +$246K +1,345 New
SAM
206
Symphony Asset Management
California
$241K -$4.77K -26 -2%
QI
207
Qtron Investments
Massachusetts
$240K +$240K +1,308 New
QI
208
QS Investors
New York
$239K -$110K -600 -32%
NL
209
NWAM LLC
Washington
$238K – – –
RB
210
Rodgers Brothers
Pennsylvania
$229K – – –
LTFS
211
Ladenburg Thalmann Financial Services
Florida
$224K +$143K +780 +176%
Capital Fund Management (CFM)
212
Capital Fund Management (CFM)
France
$220K +$220K +1,200 New
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$217K +$36.5K +199 +20%
BCA
214
Bay Colony Advisors
Massachusetts
$216K -$7.87K -43 -4%
HCM
215
Hollencrest Capital Management
California
$215K +$215K +1,171 New
AIP
216
Ameritas Investment Partners
Nebraska
$209K – – –
HFS
217
HL Financial Services
Kentucky
$206K -$26.3K -143 -11%
CL
218
CIM LLC
New York
$202K +$202K +1,100 New
Parallax Volatility Advisers
219
Parallax Volatility Advisers
California
$202K +$202K +1,100 New
CAN
220
Cetera Advisor Networks
California
$200K +$200K +1,100 New
LIA
221
LS Investment Advisors
Michigan
$190K +$113K +614 +146%
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$167K – – –
BFEC
223
Benjamin F. Edwards & Company
Missouri
$152K -$366 -2 -0.2%
CSS
224
Cubist Systematic Strategies
Connecticut
$150K +$150K +816 New
APA
225
American Portfolios Advisors
New York
$147K -$3.3K -18 -2%
7 8
9
10 11