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Western Digital

568 hedge funds and large institutions have $12.9B invested in Western Digital in 2015 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 220 increasing their positions, 196 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

12% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 196

4% more funds holding

Funds holding: 546568 (+22)

3.59% more ownership

Funds ownership: 105.49%109.08% (+3.6%)

22% less capital invested

Capital invested by funds: $16.4B → $12.9B (-$3.54B)

28% less call options, than puts

Call options by funds: $214M | Put options by funds: $296M

67% less funds holding in top 10

Funds holding in top 10: 155 (-10)

Holders
568
Holders Change
+22
Holders Change %
+4.03%
% of All Funds
14.9%
Holding in Top 10
5
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-66.67%
% of All Funds
0.13%
New
98
Increased
220
Reduced
196
Closed
69
Calls
$214M
Puts
$296M
Net Calls
-$81.9M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$125M +$44.5M +870,872 +46%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$122M +$55.1M +1,079,389 +67%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$115M +$129M +2,527,203 New
Two Sigma Investments
29
Two Sigma Investments
New York
$115M +$55.5M +1,087,578 +76%
BA
30
BlackRock Advisors
Delaware
$112M +$23.9M +467,638 +23%
AIM
31
abrdn Investment Management
United Kingdom
$104M -$167M -3,263,083 -59%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$100M +$3.38M +66,218 +3%
LAM
33
Lyrical Asset Management
New York
$99.6M +$5.8M +113,567 +5%
American Century Companies
34
American Century Companies
Missouri
$97.8M -$49.8M -975,566 -31%
Goldman Sachs
35
Goldman Sachs
New York
$97.7M -$54.1M -1,058,642 -33%
BIM
36
BlackRock Investment Management
Delaware
$93.1M -$11.6M -227,340 -10%
HCM
37
Herndon Capital Management
Georgia
$92.8M -$10.6M -206,720 -9%
GE
38
General Electric
Ohio
$90.5M -$18.4M -360,028 -15%
AQR Capital Management
39
AQR Capital Management
Connecticut
$89.1M -$28M -548,385 -22%
TCIM
40
TIAA CREF Investment Management
New York
$87.5M -$26.5M -518,668 -21%
Allianz Asset Management
41
Allianz Asset Management
Germany
$85.9M +$27.1M +531,010 +39%
TG
42
TCW Group
California
$78.9M -$4.72M -92,346 -5%
OTPPB
43
Ontario Teachers' Pension Plan Board
Ontario, Canada
$78.7M -$30.5M -596,862 -26%
UBS AM
44
UBS AM
Illinois
$75.7M +$4.42M +86,527 +5%
FPA
45
First Pacific Advisors
California
$75.1M +$468K +9,168 +0.6%
BlackRock
46
BlackRock
New York
$73.7M +$21.4M +418,823 +35%
SCM
47
Sirios Capital Management
Massachusetts
$71.1M +$49M +959,585 +158%
CIP
48
Cornerstone Investment Partners
Georgia
$68.4M +$11.7M +228,482 +18%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$68.1M -$3.4M -66,612 -4%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$66.1M -$23.8M -466,242 -24%

WDC Hedge Fund Activity: Q4 2015 in Review

568 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2015, worth a combined $12.9B — down 22% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WDC positions and 69 closed out — a net gain of 29 holders — while 220 added to existing stakes and 196 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $412M. The largest seller was Citadel Advisors, cutting an estimated $385M.

  • 568 institutional investors held Western Digital (WDC) as of Q4 2015, up from 546 in Q3 2015.
  • Funds reported $12.9B of Western Digital stock for Q4 2015, down 22% quarter-over-quarter.
  • 98 funds opened new Western Digital positions in Q4 2015 and 69 closed out, a net change of +29 holders.
  • The largest Western Digital buyer in Q4 2015 was Fidelity Investments, an estimated $412M added.
  • The largest Western Digital seller in Q4 2015 was Citadel Advisors, an estimated $385M sold.

Based on aggregated 13F filings for Q4 2015.