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Western Digital

812 hedge funds and large institutions have $23.5B invested in Western Digital in 2018 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 277 increasing their positions, 316 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 1628 (+12)

41% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 81

17% more capital invested

Capital invested by funds: $20B → $23.5B (+$3.45B)

3% more funds holding

Funds holding: 788812 (+24)

0.58% more ownership

Funds ownership: 112.74%113.32% (+0.58%)

12% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 316

25% less call options, than puts

Call options by funds: $587M | Put options by funds: $785M

Holders
812
Holders Change
+24
Holders Change %
+3.05%
% of All Funds
18.61%
Holding in Top 10
28
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+75%
% of All Funds
0.64%
New
114
Increased
277
Reduced
316
Closed
81
Calls
$587M
Puts
$785M
Net Calls
-$199M
Net Calls Change
+$313M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
226
Chartwell Investment Partners
Pennsylvania
$7.12M +$6.87M +102,040 New
TPSF
227
Texas Permanent School Fund
Texas
$7.09M -$344K -5,112 -5%
MYIA
228
Mount Yale Investment Advisors
Colorado
$7.08M +$6.84M +101,569 New
TCM
229
Twin Capital Management
Pennsylvania
$6.99M +$6.74M +100,191 New
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$6.94M +$3.62M +53,756 +117%
GCMG
231
Gyroscope Capital Management Group
Florida
$6.86M +$2.26M +33,548 +52%
Comerica Bank
232
Comerica Bank
Texas
$6.75M -$82.3K -1,222 -1%
TNBTD
233
Trustmark National Bank Trust Department
Mississippi
$6.69M -$1.36M -20,262 -17%
JIR
234
James Investment Research
Ohio
$6.68M +$3.36M +49,867 +109%
BPM
235
Bowling Portfolio Management
Ohio
$6.67M -$24K -357 -0.4%
CFG
236
Cambridge Financial Group
Ohio
$6.63M -$376K -5,583 -6%
ANI
237
American National Insurance
Texas
$6.62M -$12.7K -189 -0.2%
WBC
238
Westpac Banking Corp
Australia
$6.56M +$1.78M +26,500 +39%
FQ
239
First Quadrant
California
$6.46M -$68.2K -1,013 -1%
TAM
240
Tyers Asset Management
Texas
$6.43M -$3.75M -55,651 -38%
Lazard Asset Management
241
Lazard Asset Management
New York
$6.39M +$6.17M +91,644 New
PP
242
Prudential plc
United Kingdom
$6.38M +$21K +312 +0.3%
DCM
243
Dupont Capital Management
Delaware
$6.29M -$1.11M -16,535 -15%
Zurich Cantonal Bank
244
Zurich Cantonal Bank
Switzerland
$6.26M -$8.18M -121,519 -58%
ERSOT
245
Employees Retirement System of Texas
Texas
$6.26M -$623K -9,261 -9%
Franklin Resources
246
Franklin Resources
California
$6.21M +$969K +14,392 +19%
XK
247
Xact Kapitalforvaltning
Sweden
$6.19M -$179K -2,658 -3%
KeyBank National Association
248
KeyBank National Association
Ohio
$6.15M -$356K -5,288 -6%
Teacher Retirement System of Texas
249
Teacher Retirement System of Texas
Texas
$6.04M -$1.41M -20,900 -19%
LS
250
Livforsakringsbolaget Skandia
Sweden
$5.94M

WDC Hedge Fund Activity: Q1 2018 in Review

812 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2018, worth a combined $23.5B — up 17% from $20B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new WDC positions and 81 closed out — a net gain of 33 holders — while 277 added to existing stakes and 316 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $267M. The largest seller was AQR Capital Management, cutting an estimated $232M.

  • 812 institutional investors held Western Digital (WDC) as of Q1 2018, up from 788 in Q4 2017.
  • Funds reported $23.5B of Western Digital stock for Q1 2018, up 17% quarter-over-quarter.
  • 114 funds opened new Western Digital positions in Q1 2018 and 81 closed out, a net change of +33 holders.
  • The largest Western Digital buyer in Q1 2018 was Viking Global Investors, an estimated $267M added.
  • The largest Western Digital seller in Q1 2018 was AQR Capital Management, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2018.