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Western Digital

737 hedge funds and large institutions have $20B invested in Western Digital in 2017 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 3645 (+9)

21% more call options, than puts

Call options by funds: $816M | Put options by funds: $676M

20% more capital invested

Capital invested by funds: $16.7B → $20B (+$3.35B)

3% more funds holding

Funds holding: 714737 (+23)

5% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 285

2.29% less ownership

Funds ownership: 113.92%111.63% (-2.3%)

Holders
737
Holders Change
+23
Holders Change %
+3.22%
% of All Funds
18.35%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
1.12%
New
95
Increased
270
Reduced
285
Closed
62
Calls
$816M
Puts
$676M
Net Calls
+$140M
Net Calls Change
+$481M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
351
DZ Bank
Germany
$2.39M +$1.29M +22,491 +142%
OSAM
352
O'Shaughnessy Asset Management
Connecticut
$2.39M +$400K +6,960 +22%
BPM
353
Bowling Portfolio Management
Ohio
$2.37M -$18K -313 -0.8%
PP
354
Paloma Partners
Connecticut
$2.33M +$2.15M +37,368 New
AIM
355
Alambic Investment Management
California
$2.31M +$2.13M +36,998 New
MWNA
356
Marshall Wace North America
New York
$2.3M +$2.11M +36,662 New
KBC Group
357
KBC Group
Belgium
$2.25M +$229K +3,980 +12%
CBB
358
Citizens Business Bank
California
$2.25M +$2.07M +36,093 New
FMWA
359
Forvis Mazars Wealth Advisors
Missouri
$2.24M -$25.4K -442 -1%
NFA
360
Nuveen Fund Advisors
Illinois
$2.23M -$26.8K -467 -1%
OI
361
Oakbrook Investments
Illinois
$2.21M +$935K +16,273 +85%
VKH
362
Virtu KCG Holdings
New York
$2.16M -$293K -5,108 -13%
SSG
363
Summit Securities Group
New York
$2.14M +$232K +4,032 +13%
TWA
364
Tillar-Wenstrup Advisors
Ohio
$2.12M -$41.4K -720 -2%
MC
365
Maplelane Capital
New York
$2.06M +$1.9M +33,076 New
MFS
366
Monetta Financial Services
Illinois
$2.06M
HSA
367
Hussman Strategic Advisors
Maryland
$2.06M +$1.9M +33,075 New
AIA
368
AGF Investments America
Ontario, Canada
$2.06M +$35.8K +624 +2%
RJFSA
369
Raymond James Financial Services Advisors
Florida
$2.04M +$604K +10,513 +47%
MML Investors Services
370
MML Investors Services
Massachusetts
$2.04M +$1.88M +32,707 New
PMG
371
ProVise Management Group
Florida
$2.03M +$20.4K +355 +1%
UCFA
372
United Capital Financial Advisors
Texas
$2.03M -$101K -1,757 -5%
OAM
373
Oppenheimer Asset Management
New York
$2M +$1.84M +32,105 New
RCM
374
Riverhead Capital Management
Delaware
$2M +$537K +9,340 +41%
CAM
375
Capstone Asset Management
Texas
$1.99M -$14.6K -255 -0.8%

WDC Hedge Fund Activity: Q1 2017 in Review

737 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2017, worth a combined $20B — up 20% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new WDC positions and 62 closed out — a net gain of 33 holders — while 270 added to existing stakes and 285 trimmed.

The largest buyer was BlackRock, adding an estimated $1.34B. The largest seller was Franklin Resources, cutting an estimated $296M.

  • 737 institutional investors held Western Digital (WDC) as of Q1 2017, up from 714 in Q4 2016.
  • Funds reported $20B of Western Digital stock for Q1 2017, up 20% quarter-over-quarter.
  • 95 funds opened new Western Digital positions in Q1 2017 and 62 closed out, a net change of +33 holders.
  • The largest Western Digital buyer in Q1 2017 was BlackRock, an estimated $1.34B added.
  • The largest Western Digital seller in Q1 2017 was Franklin Resources, an estimated $296M sold.

Based on aggregated 13F filings for Q1 2017.