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Western Digital

546 hedge funds and large institutions have $17.1B invested in Western Digital in 2013 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 172 increasing their positions, 232 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 41

107% more funds holding in top 10

Funds holding in top 10: 1531 (+16)

39% more capital invested

Capital invested by funds: $12.3B → $17.1B (+$4.84B)

9% more funds holding

Funds holding: 499546 (+47)

4.72% more ownership

Funds ownership: 99.06%103.79% (+4.7%)

15% less call options, than puts

Call options by funds: $175M | Put options by funds: $206M

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 232

Holders
546
Holders Change
+47
Holders Change %
+9.42%
% of All Funds
15.85%
Holding in Top 10
31
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+106.67%
% of All Funds
0.9%
New
92
Increased
172
Reduced
232
Closed
41
Calls
$175M
Puts
$206M
Net Calls
-$30.8M
Net Calls Change
-$8.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
26
BlackRock Group
United Kingdom
$144M +$3.93M +70,281 +3%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$142M -$30.1M -538,635 -19%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$141M +$5.56M +99,516 +5%
CGM
29
Capital Growth Management
Massachusetts
$138M +$122M +2,182,950 New
American Century Companies
30
American Century Companies
Missouri
$138M +$36.6M +655,004 +43%
TG
31
TCW Group
California
$135M -$3.57M -63,891 -3%
Goldman Sachs
32
Goldman Sachs
New York
$130M +$56.2M +1,006,307 +97%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$124M -$5.37M -96,025 -5%
Citadel Advisors
34
Citadel Advisors
Florida
$119M +$23.3M +416,884 +29%
Robeco Institutional Asset Management
35
Robeco Institutional Asset Management
Netherlands
$117M +$96.7M +1,730,263 +1,463%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$116M -$10.7M -192,060 -10%
FPA
37
First Pacific Advisors
California
$115M -$27M -483,688 -21%
Principal Financial Group
38
Principal Financial Group
Iowa
$114M +$2.08M +37,311 +2%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$111M +$13.8M +247,646 +16%
RFC
40
Russell Frank Company
Washington
$105M -$54.9M -982,588 -38%
FAM
41
Fred Alger Management
New York
$103M +$50.5M +903,074 +126%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$96.1M +$5.15M +92,089 +6%
Bessemer Group
43
Bessemer Group
New Jersey
$95.2M -$626K -11,206 -0.7%
Morgan Stanley
44
Morgan Stanley
New York
$94.2M -$6.7M -119,899 -7%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$89.8M -$4.8M -85,995 -6%
Charles Schwab
46
Charles Schwab
California
$89.7M -$12M -215,035 -13%
Prudential Financial
47
Prudential Financial
New Jersey
$88.4M -$26.6M -476,081 -25%
Deutsche Bank
48
Deutsche Bank
Germany
$81.6M -$16.7M -298,527 -19%
JHIU
49
Janus Henderson Investors US
Colorado
$80.8M +$27.5M +492,825 +63%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$80.6M -$929K -16,624 -1%

WDC Hedge Fund Activity: Q4 2013 in Review

546 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2013, worth a combined $17.1B — up 39% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new WDC positions and 41 closed out — a net gain of 51 holders — while 172 added to existing stakes and 232 trimmed.

The largest buyer was Putnam Investments, adding an estimated $176M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $207M.

  • 546 institutional investors held Western Digital (WDC) as of Q4 2013, up from 499 in Q3 2013.
  • Funds reported $17.1B of Western Digital stock for Q4 2013, up 39% quarter-over-quarter.
  • 92 funds opened new Western Digital positions in Q4 2013 and 41 closed out, a net change of +51 holders.
  • The largest Western Digital buyer in Q4 2013 was Putnam Investments, an estimated $176M added.
  • The largest Western Digital seller in Q4 2013 was Commonwealth Bank of Australia, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2013.