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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
NIMI
501
Natixis Investment Managers International
France
$36K -$155K -3,042 -79%
FCM
502
Frontier Capital Management
Massachusetts
$34K -$664 -13 -2%
WEC
503
Winslow Evans & Crocker
Massachusetts
$33.4K +$102 +2 +0.3%
JWA
504
JFS Wealth Advisors
Pennsylvania
$32K
WA
505
WealthTrust-Arizona
Arizona
$31K +$1.94K +38 +6%
IPC
506
Independent Portfolio Consultants
Florida
$30K -$85.8K -1,680 -72%
GAM
507
Gemmer Asset Management
California
$30K
TCM
508
Tradewinds Capital Management
Washington
$27K
HR
509
Howe & Rusling
New York
$26K -$1.74K -34 -6%
HNB
510
Huntington National Bank
Ohio
$24K -$16.5K -323 -38%
AFP
511
Ausdal Financial Partners
Iowa
$23K +$25.7K +504 New
Loomis, Sayles & Company
512
Loomis, Sayles & Company
Massachusetts
$22K
GWM
513
Gupta Wealth Management
California
$21K +$16.9K +330 +266%
PCM
514
Penserra Capital Management
California
$21K +$23.1K +452 New
KF
515
Krilogy Financial
Missouri
$20K
WAM
516
Wealthspire Advisors (Maryland)
Maryland
$20K +$22.7K +445 New
RGI
517
River Global Investors
United Kingdom
$18K +$20.3K +397 New
QCG
518
Quadrant Capital Group
Ohio
$17K -$18K -353 -46%
CLOS
519
Compagnie Lombard Odier SCmA
Switzerland
$17K
FCCM
520
First City Capital Management
Georgia
$15K
JFGIW
521
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K -$69.2K -1,356 -81%
PMFA
522
Plante Moran Financial Advisors
Michigan
$15K +$8.88K +174 +118%
RFA
523
Reilly Financial Advisors
California
$14K
ED
524
Exane Derivatives
France
$13.9K +$6.28K +123 +67%
Manulife (Manufacturers Life Insurance)
525
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.9K -$595K -11,653 -4%

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.