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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
EWM
451
Evercore Wealth Management
New York
$1M -$64.4K -1,121 -7%
MYLI
452
Meiji Yasuda Life Insurance
Japan
$999K
FAAS
453
First Allied Advisory Services
California
$992K -$53.4K -930 -6%
AIP
454
Ameritas Investment Partners
Nebraska
$988K -$960K -16,703 -51%
CI
455
Cigna Investments
Connecticut
$987K +$101K +1,754 +13%
LTFS
456
Ladenburg Thalmann Financial Services
Florida
$970K +$330K +5,750 +59%
CAM
457
ClariVest Asset Management
California
$944K -$106K -1,849 -11%
CT
458
Coastline Trust
Rhode Island
$941K -$4.14K -72 -0.5%
TH
459
Timber Hill
Connecticut
$930K -$256K -4,458 -23%
SAM
460
SignalPoint Asset Management
Missouri
$922K -$117K -2,031 -12%
IA
461
IFP Advisors
Florida
$920K +$32.3K +562 +4%
MNA
462
Manning & Napier Advisors
New York
$911K +$31K +540 +4%
BA
463
Bristol Advisors
Pennsylvania
$900K -$251K -4,366 -23%
Thrivent Financial for Lutherans
464
Thrivent Financial for Lutherans
Minnesota
$881K -$550K -9,579 -40%
IIM
465
Ironwood Investment Management
Massachusetts
$874K
BC
466
Burney Company
Virginia
$873K -$2.58K -45 -0.3%
CS
467
Comerica Securities
Michigan
$873K +$804K +14,000 New
LIA
468
LS Investment Advisors
Michigan
$871K +$48K +835 +6%
CAM
469
Columbia Asset Management
Michigan
$852K -$248K -4,309 -24%
Cambridge Investment Research Advisors
470
Cambridge Investment Research Advisors
Iowa
$847K +$280K +4,878 +56%
FWCM
471
First Western Capital Management
California
$845K -$685K -11,928 -47%
NSAM
472
North Star Asset Management
Wisconsin
$825K
AIMCA
473
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$825K +$760K +13,230 New
SF
474
Synovus Financial
Georgia
$820K +$38.1K +664 +5%
BF
475
BOK Financial
Oklahoma
$818K -$31.3K -545 -4%

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.