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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
KRS
401
Kentucky Retirement Systems
Kentucky
$1.52M -$171K -2,972 -11%
GIA
402
Gateway Investment Advisers
Ohio
$1.51M -$132K -2,291 -9%
ZIM
403
Zacks Investment Management
Illinois
$1.5M +$676K +11,774 +96%
AMI
404
Amica Mutual Insurance
Rhode Island
$1.5M
CCG
405
Cypress Capital Group
Florida
$1.48M -$87.8K -1,528 -6%
Brown Advisory
406
Brown Advisory
Maryland
$1.47M +$666K +11,601 +97%
LSERS
407
Louisiana State Employees Retirement System
Louisiana
$1.46M -$22.8K -397 -2%
N
408
Nuveen
North Carolina
$1.46M -$15.4M -267,634 -92%
BTS
409
BB&T Securities
Virginia
$1.4M -$3.73M -64,971 -74%
BTW
410
Boston Trust Walden
Massachusetts
$1.38M +$372K +6,482 +41%
LPL Financial
411
LPL Financial
California
$1.38M -$95K -1,654 -7%
PVWM
412
Point View Wealth Management
New Jersey
$1.37M +$56.5K +984 +5%
CG
413
Clinton Group
New York
$1.36M +$787K +13,707 +168%
Baird Financial Group
414
Baird Financial Group
Wisconsin
$1.34M +$267K +4,652 +28%
LMGAM
415
Liberty Mutual Group Asset Management
Massachusetts
$1.34M -$369K -6,420 -23%
BCM
416
Barometer Capital Management
Ontario, Canada
$1.33M +$1.22M +21,300 New
SGA
417
Strategic Global Advisors
California
$1.3M -$81.7K -1,422 -6%
AG
418
Advisor Group
Arizona
$1.3M +$615K +10,701 +106%
PC
419
Palo Capital
California
$1.29M -$14.2K -247 -1%
CIBC Private Wealth Group
420
CIBC Private Wealth Group
Georgia
$1.28M +$1.18M +20,491 New
WS
421
Wedbush Securities
California
$1.27M +$838K +14,579 +250%
JIR
422
James Investment Research
Ohio
$1.24M +$261K +4,542 +30%
AC
423
Argentiere Capital
Switzerland
$1.24M
Rafferty Asset Management
424
Rafferty Asset Management
New York
$1.23M -$2.3K -40 -0.2%
NLI
425
Nippon Life Insurance
Japan
$1.22M -$82.2K -1,431 -7%

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.