We are live on ! Find out more
WDC icon

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
VCA
376
Verdence Capital Advisors
Maryland
$421K +$116K +3,275 +28%
AI
377
Atria Investments
North Carolina
$420K -$4.36K -123 -0.8%
PP
378
Palladium Partners
Virginia
$408K +$3.51K +99 +0.7%
WI
379
WrapManager Inc
California
$397K -$82K -2,313 -14%
VF
380
Virtu Financial
New York
$396K +$502K +14,157 New
BAM
381
Belpointe Asset Management
Nevada
$395K -$1.13K -32 -0.2%
CAN
382
Cetera Advisor Networks
California
$393K -$80.1K -2,260 -14%
AIP
383
Ameritas Investment Partners
Nebraska
$390K
FP
384
Factorial Partners
New York
$388K +$492K +13,892 New
SF
385
Synovus Financial
Georgia
$386K -$50.3K -1,418 -9%
LFM
386
Lumina Fund Management
New York
$383K
MA
387
MUFG Americas
New York
$379K +$424K +11,968 +757%
IIM
388
Ironwood Investment Management
Massachusetts
$377K -$141K -3,969 -23%
APFBOT
389
Amica Pension Fund Board of Trustees
Rhode Island
$370K
SWRP
390
Summit Wealth & Retirement Planning
California
$360K +$457K +12,883 New
IPW
391
Inlet Private Wealth
Florida
$351K +$445K +12,569 New
CAM
392
Close Asset Management
United Kingdom
$344K +$2.13M +60,002 +45,456%
BIM
393
Bridges Investment Management
Nebraska
$338K +$428K +12,088 New
JC
394
JBF Capital
Colorado
$338K +$429K +12,092 New
MC
395
Moors & Cabot
Massachusetts
$336K +$70.4K +1,987 +20%
NJBEST
396
New Jersey Better Educational Savings Trust
New Jersey
$333K -$46.9K -1,323 -10%
PCMC
397
Paragon Capital Management (Colorado)
Colorado
$329K +$161K +4,545 +63%
SCA
398
STALEY CAPITAL ADVISERS
Pennsylvania
$325K
CI
399
Cigna Investments
Connecticut
$316K -$8.82K -249 -2%
HIM
400
Herald Investment Management
United Kingdom
$312K

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.