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Western Digital

634 hedge funds and large institutions have $9.12B invested in Western Digital in 2018 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 267 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.14% more ownership

Funds ownership: 111.52%113.66% (+2.1%)

9% less funds holding

Funds holding: 697634 (-63)

20% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 267

25% less call options, than puts

Call options by funds: $329M | Put options by funds: $440M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

36% less capital invested

Capital invested by funds: $14.4B → $9.12B (-$5.24B)

39% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 150

Holders
634
Holders Change
-63
Holders Change %
-9.04%
% of All Funds
14.13%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.16%
New
92
Increased
213
Reduced
267
Closed
150
Calls
$329M
Puts
$440M
Net Calls
-$110M
Net Calls Change
+$197M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
326
Barry Investment Advisors
Massachusetts
$755K +$660K +18,633 +222%
PA
327
Profund Advisors
Maryland
$744K -$292K -8,237 -24%
NEI
328
Northwest & Ethical Investments
Ontario, Canada
$718K +$394K +11,113 +76%
BTS
329
BB&T Securities
Virginia
$718K -$948K -26,755 -51%
MML Investors Services
330
MML Investors Services
Massachusetts
$718K +$207K +5,840 +29%
ECM
331
ETrade Capital Management
Virginia
$716K -$194K -5,477 -18%
AIA
332
AGF Investments America
Ontario, Canada
$711K +$21.8K +615 +2%
CCG
333
Cypress Capital Group
Florida
$708K +$187K +5,272 +26%
SIM
334
Sentry Investment Management
Wisconsin
$699K -$23.4K -660 -3%
CAM
335
Cozad Asset Management
Illinois
$697K -$919K -25,932 -51%
WAM
336
World Asset Management
Michigan
$683K -$25.7K -725 -3%
FAAS
337
First Allied Advisory Services
California
$681K +$139K +3,932 +19%
LAM
338
Lingohr Asset Management
Germany
$659K +$130K +3,668 +18%
BTW
339
Boston Trust Walden
Massachusetts
$652K -$2.13K -60 -0.3%
PVWM
340
Point View Wealth Management
New Jersey
$639K +$11.5K +325 +1%
II
341
IFM Investors
Australia
$633K +$63.7K +1,798 +9%
BNP Paribas Asset Management
342
BNP Paribas Asset Management
France
$612K -$436K -12,310 -36%
MERSOM
343
Municipal Employees' Retirement System of Michigan
Michigan
$611K +$775K +21,872 New
RCM
344
Riverhead Capital Management
Delaware
$603K -$418K -11,802 -35%
OAM
345
Oppenheimer Asset Management
New York
$597K -$64.4K -1,817 -8%
COPPSERS
346
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$584K -$381K -10,743 -34%
CCM
347
Cadence Capital Management
Massachusetts
$575K -$880K -24,819 -55%
HT
348
HAP Trading
New York
$572K +$725K +20,468 New
CB
349
Chemical Bank
Michigan
$568K +$210K +5,934 +41%
AL
350
Arnhold LLC
New York
$563K +$715K +20,163 New

WDC Hedge Fund Activity: Q4 2018 in Review

634 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2018, worth a combined $9.12B — down 36% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of WDC and 92 opened new positions — a net loss of 58 holders — while 267 trimmed existing stakes and 213 added.

The largest buyer was American International Group, adding an estimated $332M. The largest seller was Capital International Investors, exiting entirely with an estimated $140M sold.

  • 634 institutional investors held Western Digital (WDC) as of Q4 2018, down from 697 in Q3 2018.
  • Funds reported $9.12B of Western Digital stock for Q4 2018, down 36% quarter-over-quarter.
  • 92 funds opened new Western Digital positions in Q4 2018 and 150 closed out, a net change of -58 holders.
  • The largest Western Digital buyer in Q4 2018 was American International Group, an estimated $332M added.
  • The largest Western Digital seller in Q4 2018 was Capital International Investors, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2018.