We are live on ! Find out more
WDC icon

Western Digital

546 hedge funds and large institutions have $16.4B invested in Western Digital in 2015 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 215 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $345M | Put options by funds: $281M

4% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 215

1% more capital invested

Capital invested by funds: $16.3B → $16.4B (+$114M)

0.31% less ownership

Funds ownership: 105.8%105.49% (-0.31%)

6% less funds holding

Funds holding: 579546 (-33)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

35% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 77

Holders
546
Holders Change
-33
Holders Change %
-5.7%
% of All Funds
15.24%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.42%
New
50
Increased
223
Reduced
215
Closed
77
Calls
$345M
Puts
$281M
Net Calls
+$64.8M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
301
Capstone Asset Management
Texas
$1.48M +$9.74K +162 +0.7%
DL
302
Delta Lloyd
Netherlands
$1.46M +$238K +3,961 +19%
Tudor Investment Corp
303
Tudor Investment Corp
Connecticut
$1.45M +$18.9K +315 +1%
PAM
304
Paradigm Asset Management
New York
$1.41M +$223K +3,705 +19%
QSS
305
Quantitative Systematic Strategies
Florida
$1.4M +$905K +15,055 +181%
FMWA
306
Forvis Mazars Wealth Advisors
Missouri
$1.36M -$129K -2,144 -9%
SMDAM
307
Sumitomo Mitsui DS Asset Management
Japan
$1.35M -$65.9K -1,095 -5%
KBC Group
308
KBC Group
Belgium
$1.35M -$3.62M -60,167 -73%
SLAM
309
Swiss Life Asset Management
$1.35M +$601K +9,997 +80%
NI
310
Numeric Investors
Massachusetts
$1.34M +$1.34M +22,359 New
LSERS
311
Louisiana State Employees Retirement System
Louisiana
$1.33M +$79.6K +1,323 +6%
PVWM
312
Point View Wealth Management
New Jersey
$1.33M -$7.1K -118 -0.5%
OA
313
OFI Advisors
Pennsylvania
$1.28M +$77.2K +1,284 +6%
Janney Montgomery Scott
314
Janney Montgomery Scott
Pennsylvania
$1.27M -$137K -2,286 -10%
CWM
315
CIBC World Markets
New York
$1.27M +$741K +12,315 +140%
JWM
316
Jackson Wealth Management
Florida
$1.26M +$53.3K +886 +4%
KRS
317
Kentucky Retirement Systems
Kentucky
$1.26M +$92.5K +1,538 +8%
PA
318
Profund Advisors
Maryland
$1.25M -$277K -4,598 -18%
CCI
319
Columbus Circle Investors
$1.25M +$603K +10,019 +92%
LAM
320
Lingohr Asset Management
Germany
$1.25M +$517K +8,600 +71%
SI
321
Sensato Investors
California
$1.22M +$1.22M +20,242 New
AT
322
Argent Trust
Texas
$1.2M -$1.15M -19,170 -49%
TIA
323
Trust Investment Advisors
Indiana
$1.2M -$2.04K -34 -0.2%
ST
324
Somerset Trust
Pennsylvania
$1.2M +$60.6K +1,007 +5%
SC
325
Scotia Capital
Ontario, Canada
$1.2M +$271K +4,502 +29%

WDC Hedge Fund Activity: Q3 2015 in Review

546 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q3 2015, worth a combined $16.4B — up 0.7% from $16.3B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of WDC and 50 opened new positions — a net loss of 27 holders — while 215 trimmed existing stakes and 223 added.

The largest buyer was Fidelity Investments, adding an estimated $333M. The largest seller was Wellington Management Group, cutting an estimated $380M.

  • 546 institutional investors held Western Digital (WDC) as of Q3 2015, down from 579 in Q2 2015.
  • Funds reported $16.4B of Western Digital stock for Q3 2015, up 0.7% quarter-over-quarter.
  • 50 funds opened new Western Digital positions in Q3 2015 and 77 closed out, a net change of -27 holders.
  • The largest Western Digital buyer in Q3 2015 was Fidelity Investments, an estimated $333M added.
  • The largest Western Digital seller in Q3 2015 was Wellington Management Group, an estimated $380M sold.

Based on aggregated 13F filings for Q3 2015.