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Western Digital

568 hedge funds and large institutions have $12.9B invested in Western Digital in 2015 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 220 increasing their positions, 196 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

12% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 196

4% more funds holding

Funds holding: 546568 (+22)

3.59% more ownership

Funds ownership: 105.49%109.08% (+3.6%)

22% less capital invested

Capital invested by funds: $16.4B → $12.9B (-$3.54B)

28% less call options, than puts

Call options by funds: $214M | Put options by funds: $296M

67% less funds holding in top 10

Funds holding in top 10: 155 (-10)

Holders
568
Holders Change
+22
Holders Change %
+4.03%
% of All Funds
14.9%
Holding in Top 10
5
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-66.67%
% of All Funds
0.13%
New
98
Increased
220
Reduced
196
Closed
69
Calls
$214M
Puts
$296M
Net Calls
-$81.9M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
376
Saturna Capital
Washington
$570K -$33.8K -661 -5%
SFSIG
377
San Francisco Sentry Investment Group
California
$569K
CIA
378
CCM Investment Advisers
South Carolina
$563K -$70.9K -1,389 -10%
CF
379
CenterStar Fund
Illinois
$557K
LIA
380
LS Investment Advisors
Michigan
$556K +$251K +4,910 +67%
LCM
381
Landscape Capital Management
New Jersey
$552K +$621K +12,165 New
WIS
382
Wright Investors Service
Connecticut
$549K +$618K +12,100 New
CONA
383
Capital One National Association
New York
$547K -$173K -3,391 -22%
GS
384
GAM Systematic
United Kingdom
$534K +$16.7K +327 +3%
SO
385
STRS Ohio
Ohio
$527K +$12.1K +236 +2%
AIM
386
Ada Investment Management
New York
$527K +$593K +11,616 New
CWM
387
Calamos Wealth Management
Illinois
$523K -$246K -4,823 -29%
KRSITF
388
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$521K +$66.3K +1,298 +13%
FHA
389
First Horizon Advisors
Tennessee
$520K +$565K +11,060 +2,671%
WI
390
WrapManager Inc
California
$515K +$579K +11,342 New
FAAS
391
First Allied Advisory Services
California
$510K +$231K +4,515 +68%
AT
392
Argent Trust
Texas
$505K -$456K -8,927 -44%
SW
393
SVB Wealth
Massachusetts
$497K -$2.8M -54,742 -83%
AIP
394
Ameritas Investment Partners
Nebraska
$494K +$6.89K +135 +1%
Toronto Dominion Bank
395
Toronto Dominion Bank
Ontario, Canada
$491K -$15.8K -309 -3%
Nomura Holdings
396
Nomura Holdings
Japan
$487K -$1.81M -35,540 -77%
CWM
397
Concert Wealth Management
California
$483K -$45.5K -892 -8%
JG
398
Jefferies Group
New York
$473K -$2.11M -41,396 -80%
DCM
399
Dynamic Capital Management
Jersey
$471K +$530K +10,371 New
William Blair & Company
400
William Blair & Company
Illinois
$460K +$518K +10,146 New

WDC Hedge Fund Activity: Q4 2015 in Review

568 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2015, worth a combined $12.9B — down 22% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WDC positions and 69 closed out — a net gain of 29 holders — while 220 added to existing stakes and 196 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $412M. The largest seller was Citadel Advisors, cutting an estimated $385M.

  • 568 institutional investors held Western Digital (WDC) as of Q4 2015, up from 546 in Q3 2015.
  • Funds reported $12.9B of Western Digital stock for Q4 2015, down 22% quarter-over-quarter.
  • 98 funds opened new Western Digital positions in Q4 2015 and 69 closed out, a net change of +29 holders.
  • The largest Western Digital buyer in Q4 2015 was Fidelity Investments, an estimated $412M added.
  • The largest Western Digital seller in Q4 2015 was Citadel Advisors, an estimated $385M sold.

Based on aggregated 13F filings for Q4 2015.