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WD-40
WDFC

Overview Fund Activity

215 hedge funds and large institutions have $1.26B invested in WD-40 in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 18 closing their positions.

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
69
Reduced
67
Closed
18
Calls
$2.63M
Puts
$3.05M
Net Calls
-$414K
Net Calls Change
-$732K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$65.2M
2
LIM
2
Lagoda Investment Management
New York
$7.35M
3
Wells Fargo
3
Wells Fargo
California
$21.5M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$58.1M
5
CCA
5
Cobblestone Capital Advisors
New York
$5.49M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$37.6M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$8.12M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$748K
5
CS
5
Credit Suisse
Switzerland
$811K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$186M 1,682,586 -16,040 -0.9%
Parnassus Investments
2
Parnassus Investments
California
$145M 1,310,233 -1,183 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$137M 1,238,670 +12,813 +1%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$65.2M 591,124 +127,744 +28%
Renaissance Technologies
5
Renaissance Technologies
New York
$62.6M 567,185 -4,115 -0.7%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$58.1M 526,508 +58,623 +13%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$53.9M 488,518 +295 +0.1%
State Street
8
State Street
Massachusetts
$41.2M 373,496 +10,595 +3%
AAM
9
Aberdeen Asset Management
United Kingdom
$39.5M 357,835 +24,736 +7%
CWAM
10
Columbia Wanger Asset Management
Illinois
$37.6M 340,854 -80,648 -19%
RP
11
Regal Partners
Australia
$26.8M 242,514 +22,015 +10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$26M 236,034 -4,540 -2%
HIM
13
Hermes Investment Management
United Kingdom
$23M 208,800 -4,742 -2%
Northern Trust
14
Northern Trust
Illinois
$22.4M 203,200 +1,827 +0.9%
Wells Fargo
15
Wells Fargo
California
$21.5M 194,866 +63,370 +48%
CCA
16
Conestoga Capital Advisors
Pennsylvania
$21.2M 192,200 +37,015 +24%
Ameriprise
17
Ameriprise
Minnesota
$17.5M 158,843 -7,310 -4%
GKIM
18
GW&K Investment Management
Massachusetts
$16.2M 146,416 -4,621 -3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$13.5M 122,148 +2,308 +2%
Invesco
20
Invesco
Georgia
$12.7M 114,916 -1,854 -2%
Principal Financial Group
21
Principal Financial Group
Iowa
$12.6M 113,917 -2,808 -2%
Charles Schwab
22
Charles Schwab
California
$8.95M 81,133 +4,164 +5%
Norges Bank
23
Norges Bank
Norway
$8.94M 81,046 – –
BTS
24
BB&T Securities
Virginia
$8.37M 75,824 +2,069 +3%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$8.12M 73,583 -36,709 -33%
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