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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
TC
426
Telemus Capital
Michigan
$245K -$37K -1,045 -11%
BAS
427
Brown Advisory Securities
Maryland
$242K +$298K +8,412 New
SS
428
Simplicity Solutions
Minnesota
$240K +$304K +8,568 New
TRCT
429
Tower Research Capital (TRC)
New York
$237K +$83.7K +2,362 +39%
WS
430
Wedbush Securities
California
$229K -$70.6K -1,993 -20%
ACM
431
Aviance Capital Management
Florida
$228K -$3.93M -110,846 -93%
BC
432
Burney Company
Virginia
$222K -$119K -3,355 -30%
SBWM
433
Sunflower Bank Wealth Management
Arizona
$222K
AWM
434
AE Wealth Management
Kansas
$222K +$7.83K +221 +3%
AWM
435
Alterna Wealth Management
Texas
$220K +$116K +3,284 New
SGA
436
Strategic Global Advisors
California
$218K
CT
437
Coastline Trust
Rhode Island
$216K -$721K -20,357 -72%
TYCC
438
Texas Yale Capital Corp
Florida
$216K -$6.8K -192 -2%
CG
439
Cutler Group
California
$215K -$244K -6,873 -47%
EHWM
440
Eads & Heald Wealth Management
Georgia
$214K -$144K -4,061 -35%
Koshinski Asset Management
441
Koshinski Asset Management
Illinois
$214K -$142K -4,014 -34%
CI
442
Conning Inc
Connecticut
$212K -$79.8K -2,252 -23%
KRSITF
443
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$212K +$10.3K +292 +4%
S
444
Seeyond
France
$210K +$267K +7,532 New
SBIA
445
Sheaff Brock Investment Advisors
Indiana
$208K -$14.2K -402 -5%
LOAMS
446
Lombard Odier Asset Management (Switzerland)
Switzerland
$208K +$263K +7,429 New
Fifth Third Bancorp
447
Fifth Third Bancorp
Ohio
$204K -$176K -4,953 -40%
FANJ
448
Financial Architects (New Jersey)
New Jersey
$195K
TAM
449
Tiverton Asset Management
Delaware
$193K +$425 +12 +0.2%
CTC
450
Central Trust Company
Missouri
$190K +$35 +1 +0%

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.