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Western Digital

551 hedge funds and large institutions have $18.7B invested in Western Digital in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 187 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $274M | Put options by funds: $160M

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

1% more capital invested

Capital invested by funds: $18.5B → $18.7B (+$201M)

1% more funds holding

Funds holding: 546551 (+5)

0.41% more ownership

Funds ownership: 102.82%103.23% (+0.41%)

20% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 233

23% less funds holding in top 10

Funds holding in top 10: 3023 (-7)

Holders
551
Holders Change
+5
Holders Change %
+0.92%
% of All Funds
15.84%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.66%
New
58
Increased
187
Reduced
233
Closed
49
Calls
$274M
Puts
$160M
Net Calls
+$114M
Net Calls Change
+$7.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
476
Arden Trust
Delaware
$230K
CCM
477
Catawba Capital Management
Virginia
$229K
TA
478
Tiedemann Advisors
New York
$222K +$213K +3,184 New
IFS
479
Ifrah Financial Services
Arkansas
$213K +$3.35K +50 +2%
WA
480
WFG Advisors
Texas
$212K +$11.1K +166 +6%
WFM
481
Wilmington Funds Management
Delaware
$210K -$248K -3,705 -55%
SC
482
Savant Capital
Illinois
$210K
CWA
483
Constellation Wealth Advisors
New York
$208K +$199K +2,975 New
ICOA
484
Investment Centers of America
North Dakota
$208K +$202K +3,010 New
GVT
485
Genesee Valley Trust
New York
$207K -$3.75K -56 -2%
PA
486
Pinnacle Associates
New York
$206K -$9.25K -138 -4%
CB
487
Commerce Bank
Missouri
$206K +$198K +2,958 New
Fifth Third Bancorp
488
Fifth Third Bancorp
Ohio
$203K +$10.7K +160 +6%
WTIM
489
Wilmington Trust Investment Management
Delaware
$200K -$70.9K -1,058 -27%
VFA
490
Virtus Fund Advisers
Connecticut
$195K +$187K +2,795 New
CAW
491
Cornerstone Advisors (Washington)
Washington
$191K
DA
492
Denali Advisors
California
$185K
WA
493
Waverly Advisors
Alabama
$185K
RFS
494
Rockefeller Financial Services
New York
$181K -$30.4K -454 -15%
JT
495
Jump Trading
Illinois
$178K +$167K +2,487 +3,768%
WAS
496
Winch Advisory Services
Wisconsin
$172K +$165K +2,465 New
LTFS
497
Ladenburg Thalmann Financial Services
Florida
$164K +$201 +3 +0.1%
ARMT
498
Amica Retiree Medical Trust
Rhode Island
$158K
BBHC
499
Brown Brothers Harriman & Co
New York
$157K
IPC
500
Independent Portfolio Consultants
Florida
$153K +$147K +2,196 New

WDC Hedge Fund Activity: Q2 2014 in Review

551 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2014, worth a combined $18.7B — up 1.1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WDC positions and 49 closed out — a net gain of 9 holders — while 187 added to existing stakes and 233 trimmed.

The largest buyer was Norges Bank, adding an estimated $234M. The largest seller was Turiya Advisors Asia, exiting entirely with an estimated $181M sold.

  • 551 institutional investors held Western Digital (WDC) as of Q2 2014, up from 546 in Q1 2014.
  • Funds reported $18.7B of Western Digital stock for Q2 2014, up 1.1% quarter-over-quarter.
  • 58 funds opened new Western Digital positions in Q2 2014 and 49 closed out, a net change of +9 holders.
  • The largest Western Digital buyer in Q2 2014 was Norges Bank, an estimated $234M added.
  • The largest Western Digital seller in Q2 2014 was Turiya Advisors Asia, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2014.