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Western Digital

634 hedge funds and large institutions have $9.12B invested in Western Digital in 2018 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 267 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.14% more ownership

Funds ownership: 111.52%113.66% (+2.1%)

9% less funds holding

Funds holding: 697634 (-63)

20% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 267

25% less call options, than puts

Call options by funds: $329M | Put options by funds: $440M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

36% less capital invested

Capital invested by funds: $14.4B → $9.12B (-$5.24B)

39% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 150

Holders
634
Holders Change
-63
Holders Change %
-9.04%
% of All Funds
14.13%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.16%
New
92
Increased
213
Reduced
267
Closed
150
Calls
$329M
Puts
$440M
Net Calls
-$110M
Net Calls Change
+$197M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
476
Schroder Investment Management Group
United Kingdom
$64.3K +$19.2M +541,930 +31%
FCA
477
FinTrust Capital Advisors
South Carolina
$57K +$72.9K +2,056 New
ARMT
478
Amica Retiree Medical Trust
Rhode Island
$56K
KA
479
Kintegral Advisory
New York
$54K +$67.3K +1,899 New
ESB
480
Essex Savings Bank
Connecticut
$54K +$68.5K +1,933 New
IUHSA
481
Itau Unibanco Holding S.A.
Brazil
$53K -$163K -4,607 -71%
FIA
482
FNY Investment Advisers
New York
$51K -$7.62K -215 -10%
NFG
483
Next Financial Group
Texas
$50K -$23.4K -660 -27%
FCMT
484
Founders Capital Management (Texas)
Texas
$49K +$4.68K +132 +8%
AC
485
Avestar Capital
New York
$48K +$11.4K +322 +14%
CA
486
Claro Advisors
Massachusetts
$46K +$37.2K +1,050 New
RCAG
487
Rehmann Capital Advisory Group
Michigan
$45.5K -$183K -5,174 -76%
WB
488
Webster Bank
Connecticut
$44K
SWM
489
SeaCrest Wealth Management
New York
$42K -$177K -4,987 -77%
RFA
490
Reilly Financial Advisors
California
$39K +$213 +6 +0.4%
CFGS
491
Concourse Financial Group Securities
Alabama
$39K +$49.4K +1,394 New
SFSIG
492
San Francisco Sentry Investment Group
California
$38K -$18.3K -515 -28%
PA
493
Parallel Advisors
California
$38K +$4.86K +137 +11%
SFA
494
Semmax Financial Advisors
North Carolina
$38K +$47.9K +1,351 New
NSIM
495
North Star Investment Management
Illinois
$37K
FHB
496
First Hawaiian Bank
Hawaii
$36K -$467K -13,190 -91%
WAM
497
Wealthspire Advisors (Maryland)
Maryland
$36K -$14.5K -408 -24%
HNB
498
Huntington National Bank
Ohio
$34K -$63K -1,778 -60%
PCG
499
Private Capital Group
Connecticut
$32K -$86.5K -2,442 -68%
GLI
500
Guardian Life Insurance
New York
$31K

WDC Hedge Fund Activity: Q4 2018 in Review

634 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2018, worth a combined $9.12B — down 36% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of WDC and 92 opened new positions — a net loss of 58 holders — while 267 trimmed existing stakes and 213 added.

The largest buyer was American International Group, adding an estimated $332M. The largest seller was Capital International Investors, exiting entirely with an estimated $140M sold.

  • 634 institutional investors held Western Digital (WDC) as of Q4 2018, down from 697 in Q3 2018.
  • Funds reported $9.12B of Western Digital stock for Q4 2018, down 36% quarter-over-quarter.
  • 92 funds opened new Western Digital positions in Q4 2018 and 150 closed out, a net change of -58 holders.
  • The largest Western Digital buyer in Q4 2018 was American International Group, an estimated $332M added.
  • The largest Western Digital seller in Q4 2018 was Capital International Investors, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2018.