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Western Digital

774 hedge funds and large institutions have $21.7B invested in Western Digital in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 285 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 54

8% more capital invested

Capital invested by funds: $20B → $21.7B (+$1.67B)

5% more funds holding

Funds holding: 737774 (+37)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

1% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 285

0.19% less ownership

Funds ownership: 111.63%111.44% (-0.19%)

46% less call options, than puts

Call options by funds: $503M | Put options by funds: $927M

Holders
774
Holders Change
+37
Holders Change %
+5.02%
% of All Funds
19.3%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.17%
New
96
Increased
289
Reduced
285
Closed
54
Calls
$503M
Puts
$927M
Net Calls
-$424M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
351
Freedom Investment Management
Connecticut
$2.72M -$21.7K -326 -0.8%
KBC Group
352
KBC Group
Belgium
$2.72M +$299K +4,500 +12%
CCP
353
Corient Capital Partners
California
$2.72M -$73.1K -1,100 -3%
BPM
354
Bowling Portfolio Management
Ohio
$2.54M -$5.12K -77 -0.2%
Wolverine Trading
355
Wolverine Trading
Illinois
$2.52M +$474K +7,134 +24%
PCM
356
Penn Capital Management
Pennsylvania
$2.49M +$1.32M +19,800 +117%
HW
357
Hancock Whitney
Mississippi
$2.45M -$494K -7,440 -17%
AG
358
Advisor Group
Arizona
$2.44M +$1.04M +15,598 +75%
WAM
359
World Asset Management
Michigan
$2.43M -$325K -4,891 -12%
CSS
360
Cubist Systematic Strategies
Connecticut
$2.42M +$1.63M +24,531 +210%
CBB
361
Citizens Business Bank
California
$2.42M
RCM
362
Riverhead Capital Management
Delaware
$2.39M +$240K +3,617 +11%
TAM
363
Tocqueville Asset Management
New York
$2.36M -$1.52M -22,861 -39%
OSAM
364
O'Shaughnessy Asset Management
Connecticut
$2.33M -$240K -3,610 -9%
MWNA
365
Marshall Wace North America
New York
$2.32M -$143K -2,146 -6%
UCFA
366
United Capital Financial Advisors
Texas
$2.32M +$144K +2,172 +7%
NMERB
367
New Mexico Educational Retirement Board
New Mexico
$2.31M -$185K -2,778 -7%
NMC
368
Nine Masts Capital
Hong Kong
$2.3M +$2.28M +34,329 New
BFM
369
Boothbay Fund Management
New York
$2.3M -$948K -14,267 -29%
Fuller & Thaler Asset Management
370
Fuller & Thaler Asset Management
California
$2.29M -$1.42M -21,432 -38%
FMWA
371
Forvis Mazars Wealth Advisors
Missouri
$2.27M -$126K -1,904 -5%
CFP
372
Cornerstone Financial Partners
North Carolina
$2.27M +$163K +2,459 +8%
NFA
373
Nuveen Fund Advisors
Illinois
$2.22M -$178K -2,676 -7%
MFS
374
Monetta Financial Services
Illinois
$2.21M
Commonwealth Equity Services
375
Commonwealth Equity Services
Massachusetts
$2.19M +$302K +4,543 +16%

WDC Hedge Fund Activity: Q2 2017 in Review

774 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2017, worth a combined $21.7B — up 8.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new WDC positions and 54 closed out — a net gain of 42 holders — while 289 added to existing stakes and 285 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $199M.

  • 774 institutional investors held Western Digital (WDC) as of Q2 2017, up from 737 in Q1 2017.
  • Funds reported $21.7B of Western Digital stock for Q2 2017, up 8.4% quarter-over-quarter.
  • 96 funds opened new Western Digital positions in Q2 2017 and 54 closed out, a net change of +42 holders.
  • The largest Western Digital buyer in Q2 2017 was Capital World Investors, an estimated $1.01B added.
  • The largest Western Digital seller in Q2 2017 was Fidelity Investments, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2017.