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Western Digital
WDC

546 hedge funds and large institutions have $18.5B invested in Western Digital in 2014 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 179 increasing their positions, 250 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $317M | Put options by funds: $210M

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

8% more capital invested

Capital invested by funds: $17.1B → $18.5B (+$1.4B)

0% more funds holding

Funds holding: 546 → 546 (0)

0.96% less ownership

Funds ownership: 103.79% → 102.82% (-0.96%)

3% less funds holding in top 10

Funds holding in top 10: 31 → 30 (-1)

28% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 250

Holders
546
Holders Change
–
Holders Change %
0%
% of All Funds
15.77%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.87%
New
62
Increased
179
Reduced
250
Closed
52
Calls
$317M
Puts
$210M
Net Calls
+$107M
Net Calls Change
+$138M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$294M
2
AIM
abrdn Investment Management
United Kingdom
+$145M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$65M
4
SFM
Systematic Financial Management
New Jersey
+$59M
5
Boston Partners
Boston Partners
Massachusetts
+$52.7M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$97.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$90.7M
3
HCM
Herndon Capital Management
Georgia
-$78.1M
4
Norges Bank
Norges Bank
Norway
-$66.8M
5
State Street
State Street
Massachusetts
-$51.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pzena Investment Management
301
Pzena Investment Management
New York
$2.61M +$2.45M +37,573 New
VAM
302
Visium Asset Management
New York
$2.55M +$1.32M +20,245 +123%
Nomura Asset Management
303
Nomura Asset Management
Japan
$2.54M -$360K -5,517 -13%
NMERB
304
New Mexico Educational Retirement Board
New Mexico
$2.52M +$2.38M +36,384 New
GF
305
Gerstein Fisher
New York
$2.49M -$2.21M -33,885 -49%
LAM
306
Lingohr Asset Management
Germany
$2.48M -$786K -12,040 -25%
MIU
307
Man Investments (UK)
United Kingdom
$2.48M +$1.67M +25,630 +252%
Fiera Capital (Canada)
308
Fiera Capital (Canada)
Quebec, Canada
$2.37M +$112K +1,719 +5%
HAI
309
Hennessy Advisors Inc
California
$2.29M -$1.47M -22,491 -41%
LMGAM
310
Liberty Mutual Group Asset Management
Massachusetts
$2.24M +$296K +4,535 +16%
PP
311
Prudential plc
United Kingdom
$2.24M -$341K -5,231 -14%
AMI
312
Amica Mutual Insurance
Rhode Island
$2.22M – – –
HI
313
HBK Investments
Texas
$2.2M -$6.62M -101,474 -76%
RFC
314
Regions Financial Corp
Alabama
$2.2M -$38.2K -585 -2%
SIM
315
Spark Investment Management
New York
$2.19M – – –
IGIM
316
I.G. Investment Management
Manitoba, Canada
$2.18M -$112K -1,720 -5%
B
317
Bailard
California
$2.16M +$1.11K +17 +0.1%
Mackenzie Financial
318
Mackenzie Financial
Ontario, Canada
$2.15M +$82.7K +1,267 +4%
CC
319
Curian Capital
Colorado
$2.15M +$95.4K +1,461 +5%
KeyBank National Association
320
KeyBank National Association
Ohio
$2.13M +$545K +8,350 +37%
FMWA
321
Forvis Mazars Wealth Advisors
Missouri
$2.09M +$29.1K +445 +1%
PWAG
322
Polaris Wealth Advisory Group
California
$2.07M +$1.95M +29,887 New
BAAM
323
Baker Avenue Asset Management
California
$2.05M +$1.93M +29,536 New
SMDAM
324
Sumitomo Mitsui DS Asset Management
Japan
$2.04M -$146K -2,238 -7%
MOACM
325
Mutual of America Capital Management
New York
$2.04M -$107K -1,635 -5%
11 12
13
14 15

WDC Hedge Fund Activity: Q1 2014 in Review

546 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2014, worth a combined $18.5B — up 8.2% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new WDC positions and 52 closed out — a net gain of 10 holders — while 179 added to existing stakes and 250 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $294M. The largest seller was Bessemer Group, cutting an estimated $97.2M.

  • 546 institutional investors held Western Digital (WDC) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $18.5B of Western Digital stock for Q1 2014, up 8.2% quarter-over-quarter.
  • 62 funds opened new Western Digital positions in Q1 2014 and 52 closed out, a net change of +10 holders.
  • The largest Western Digital buyer in Q1 2014 was T. Rowe Price Associates, an estimated $294M added.
  • The largest Western Digital seller in Q1 2014 was Bessemer Group, an estimated $97.2M sold.

Based on aggregated 13F filings for Q1 2014.