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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
CC
501
ClearArc Capital
Ohio
$700K +$3.37K +50 +0.5%
ANRIA
502
American National Registered Investment Advisor
Texas
$684K -$15.1K -225 -2%
JIP
503
Jaffetilchin Investment Partners
Florida
$680K +$372K +5,528 +131%
AP
504
Advisor Partners
California
$678K -$12.6K -187 -2%
MNBTD
505
Moody National Bank Trust Division
Texas
$671K -$15.1K -225 -2%
RE
506
RBC Europe
United Kingdom
$660K +$17.8K +265 +3%
SRC
507
Shufro Rose & Co
New York
$660K -$21.5K -320 -3%
BCM
508
BlueCrest Capital Management
Jersey
$659K +$636K +9,452 New
RIL
509
Rothschild Investment LLC
Illinois
$658K +$635K +9,436 New
GXMC
510
Global X Management Company
New York
$655K +$124K +1,847 +24%
Baird Financial Group
511
Baird Financial Group
Wisconsin
$653K -$22.5K -334 -3%
WAM
512
Wolverine Asset Management
Illinois
$651K +$517K +7,686 +466%
LMAM
513
Legg Mason Asset Management
Japan
$637K -$17.8K -264 -3%
EDRH
514
Edmond de Rothschild Holding
Switzerland
$635K +$139K +2,064 +29%
STA
515
Summit Trail Advisors
New York
$634K +$200K +2,976 +22%
KRSITF
516
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$629K -$92.9K -1,380 -13%
AT
517
Argent Trust
Texas
$623K -$4.44K -66 -0.7%
MCA
518
Morris Capital Advisors
Pennsylvania
$614K +$6.6K +98 +1%
ICM
519
IMS Capital Management
Oregon
$609K
IRF
520
IBM Retirement Fund
New York
$603K -$79.4K -1,179 -12%
Koshinski Asset Management
521
Koshinski Asset Management
Illinois
$600K +$24.2K +360 +4%
PMG
522
ProVise Management Group
Florida
$593K -$487K -7,234 -46%
MAM
523
Morse Asset Management
Connecticut
$591K -$125K -1,852 -18%
FANJ
524
Financial Architects (New Jersey)
New Jersey
$588K +$206K +3,057 +57%
BIA
525
Barry Investment Advisors
Massachusetts
$583K +$67 +1 +0%

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.