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Western Digital

812 hedge funds and large institutions have $23.5B invested in Western Digital in 2018 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 277 increasing their positions, 316 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 1628 (+12)

41% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 81

17% more capital invested

Capital invested by funds: $20B → $23.5B (+$3.45B)

3% more funds holding

Funds holding: 788812 (+24)

0.58% more ownership

Funds ownership: 112.74%113.32% (+0.58%)

12% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 316

25% less call options, than puts

Call options by funds: $587M | Put options by funds: $785M

Holders
812
Holders Change
+24
Holders Change %
+3.05%
% of All Funds
18.61%
Holding in Top 10
28
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+75%
% of All Funds
0.64%
New
114
Increased
277
Reduced
316
Closed
81
Calls
$587M
Puts
$785M
Net Calls
-$199M
Net Calls Change
+$313M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
476
Buckley Wealth Management
Nevada
$829K +$34.3K +510 +4%
FCH
477
Freestone Capital Holdings
Washington
$827K -$27.3K -405 -3%
LFAS
478
Level Four Advisory Services
Texas
$825K +$540K +8,017 +210%
Connor, Clark & Lunn Investment Management (CC&L)
479
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$824K -$430K -6,383 -35%
OC
480
Oarsman Capital
Wisconsin
$812K +$784K +11,649 New
SCA
481
STALEY CAPITAL ADVISERS
Pennsylvania
$810K
CG
482
Caprock Group
Idaho
$809K +$114K +1,696 +17%
Fifth Third Bancorp
483
Fifth Third Bancorp
Ohio
$790K +$248K +3,683 +48%
CI
484
Capital International
California
$781K +$29.8K +442 +4%
HIM
485
Herald Investment Management
United Kingdom
$778K +$351K +5,212 +88%
RIM
486
Rampart Investment Management
Connecticut
$778K +$399K +5,934 +114%
IA
487
Icon Advisers
Colorado
$775K -$864K -12,833 -54%
VSWA
488
Vontobel Swiss Wealth Advisors
Switzerland
$773K
CAM
489
Columbia Asset Management
Michigan
$772K -$40.9K -608 -5%
CIP
490
Convergence Investment Partners
Florida
$760K +$733K +10,891 New
Northwestern Mutual Wealth Management
491
Northwestern Mutual Wealth Management
Wisconsin
$753K -$59.2K -880 -8%
SIS
492
Sound Income Strategies
Florida
$747K +$33.9K +504 +5%
NIMI
493
Natixis Investment Managers International
France
$743K +$717K +10,654 New
MYAM
494
Meiji Yasuda Asset Management
Japan
$740K +$31.2K +463 +5%
SF
495
Synovus Financial
Georgia
$737K +$296K +4,390 +71%
AI
496
Atria Investments
North Carolina
$734K -$132K -1,955 -16%
CI
497
Conning Inc
Connecticut
$734K -$98K -1,456 -12%
SMH
498
Sanders Morris Harris
Texas
$733K +$708K +10,523 New
CT
499
CPF Texas
Texas
$727K +$702K +10,424 New
ZCA
500
Zeke Capital Advisors
Pennsylvania
$722K +$697K +10,347 New

WDC Hedge Fund Activity: Q1 2018 in Review

812 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2018, worth a combined $23.5B — up 17% from $20B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new WDC positions and 81 closed out — a net gain of 33 holders — while 277 added to existing stakes and 316 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $267M. The largest seller was AQR Capital Management, cutting an estimated $232M.

  • 812 institutional investors held Western Digital (WDC) as of Q1 2018, up from 788 in Q4 2017.
  • Funds reported $23.5B of Western Digital stock for Q1 2018, up 17% quarter-over-quarter.
  • 114 funds opened new Western Digital positions in Q1 2018 and 81 closed out, a net change of +33 holders.
  • The largest Western Digital buyer in Q1 2018 was Viking Global Investors, an estimated $267M added.
  • The largest Western Digital seller in Q1 2018 was AQR Capital Management, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2018.