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Western Digital

792 hedge funds and large institutions have $19.1B invested in Western Digital in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 330 increasing their positions, 268 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 268

2% less funds holding

Funds holding: 812792 (-20)

4.26% less ownership

Funds ownership: 113.32%109.07% (-4.3%)

11% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 90

19% less capital invested

Capital invested by funds: $23.5B → $19.1B (-$4.38B)

43% less funds holding in top 10

Funds holding in top 10: 2816 (-12)

44% less call options, than puts

Call options by funds: $452M | Put options by funds: $800M

Holders
792
Holders Change
-20
Holders Change %
-2.46%
% of All Funds
18.13%
Holding in Top 10
16
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-42.86%
% of All Funds
0.37%
New
80
Increased
330
Reduced
268
Closed
90
Calls
$452M
Puts
$800M
Net Calls
-$348M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
476
Capital International
California
$681K +$27.9K +439 +4%
ACC
477
Accident Compensation Corp
New Zealand
$681K +$741K +11,642 New
SCA
478
STALEY CAPITAL ADVISERS
Pennsylvania
$680K
LWM
479
Lenox Wealth Management
Ohio
$673K -$45K -708 -6%
VSWA
480
Vontobel Swiss Wealth Advisors
Switzerland
$656K +$8.4K +132 +1%
HIM
481
Herald Investment Management
United Kingdom
$653K
GH
482
GAM Holding
Switzerland
$644K -$11.1M -175,048 -94%
CG
483
Caprock Group
Idaho
$639K -$44.2K -694 -6%
SF
484
Synovus Financial
Georgia
$638K +$20.6K +324 +3%
Northwestern Mutual Wealth Management
485
Northwestern Mutual Wealth Management
Wisconsin
$635K +$3.94K +62 +0.6%
PCM
486
Prelude Capital Management
New York
$631K -$1.9M -29,785 -73%
MC
487
Moors & Cabot
Massachusetts
$631K -$90.3K -1,419 -12%
CAM
488
ClariVest Asset Management
California
$622K +$337K +5,292 +99%
MYAM
489
Meiji Yasuda Asset Management
Japan
$621K
AI
490
Atria Investments
North Carolina
$617K +$1.53K +24 +0.2%
RIM
491
Rampart Investment Management
Connecticut
$610K -$46.3K -728 -7%
WIS
492
Wright Investors Service
Connecticut
$606K +$659K +10,364 New
OAM
493
Oxford Asset Management
United Kingdom
$604K -$589K -9,254 -47%
CI
494
Conning Inc
Connecticut
$601K -$16K -251 -2%
PC
495
Palo Capital
California
$597K -$375K -5,895 -37%
ASN
496
Advisory Services Network
Georgia
$595K -$313K -4,925 -33%
CC
497
ClearArc Capital
Ohio
$593K +$6.3K +99 +1%
AMCA
498
Arthur M. Cohen & Associates
Illinois
$592K +$274K +4,300 +74%
Baird Financial Group
499
Baird Financial Group
Wisconsin
$580K +$34.9K +549 +6%
ANRIA
500
American National Registered Investment Advisor
Texas
$574K

WDC Hedge Fund Activity: Q2 2018 in Review

792 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2018, worth a combined $19.1B — down 19% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of WDC and 80 opened new positions — a net loss of 10 holders — while 268 trimmed existing stakes and 330 added.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was AQR Capital Management, cutting an estimated $285M.

  • 792 institutional investors held Western Digital (WDC) as of Q2 2018, down from 812 in Q1 2018.
  • Funds reported $19.1B of Western Digital stock for Q2 2018, down 19% quarter-over-quarter.
  • 80 funds opened new Western Digital positions in Q2 2018 and 90 closed out, a net change of -10 holders.
  • The largest Western Digital buyer in Q2 2018 was BlackRock, an estimated $141M added.
  • The largest Western Digital seller in Q2 2018 was AQR Capital Management, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2018.