WDC icon

Western Digital
WDC

Overview Fund Activity

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 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-62
Holders Change %
-8.91%
% of All Funds
14.15%
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
149
Calls
$329M
Puts
$440M
Net Calls
-$110M
Net Calls Change
+$197M

Top Buyers

1
AIG
American International Group
New York
+$262M
2
Franklin Resources
Franklin Resources
California
+$240M
3
DnB Asset Management
DnB Asset Management
Norway
+$69M
4
Fidelity International
Fidelity International
Bermuda
+$63.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$57M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$140M
2
Capital World Investors
Capital World Investors
California
-$117M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$87.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$66.9M
5
MHI
Miller Howard Investments
New York
-$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLF
501
Sun Life Financial
Ontario, Canada
$30K -$113 -4 -0.4%
KA
502
Kaizen Advisory
Illinois
$30K +$3.94K +143 +15%
RWA
503
Ropes Wealth Advisors
Massachusetts
$30K +$26.3K +934 +708%
TNBTD
504
Trustmark National Bank Trust Department
Mississippi
$28K -$7.4K -264 -21%
TCM
505
Tradewinds Capital Management
Washington
$28K – – –
FAM
506
Fred Alger Management
New York
$27K -$434K -15,421 -94%
GAM
507
Gemmer Asset Management
California
$26K +$5.43K +197 +26%
PGWM
508
Parisi Gray Wealth Management
New Jersey
$25K – – –
FRA
509
Front Row Advisors
California
$25K +$4.59K +160 +22%
AOWM
510
Alpha Omega Wealth Management
Virginia
$25K +$24.4K +881 +4,405%
YWP
511
YorkBridge Wealth Partners
New York
$23K -$9.82K -344 -30%
BFEC
512
Benjamin F. Edwards & Company
Missouri
$22K -$2.03K -74 -8%
WF
513
WealthTrust Fairport
Ohio
$22K -$200 -7 -0.9%
DWM
514
Destination Wealth Management
California
$22K +$3.21K +113 +17%
LC
515
Lindbrook Capital
California
$22K +$22K +795 New
PHK
516
Point72 Hong Kong
Hong Kong
$22K +$22K +802 New
CIA
517
CSat Investment Advisory
Michigan
$21K +$13.2K +475 +168%
ST
518
Smithfield Trust
Pennsylvania
$20K -$12K -435 -37%
CFG
519
Citizens Financial Group
Rhode Island
$20K +$20K +705 New
EWM
520
Executive Wealth Management
Michigan
$20K +$20K +726 New
HR
521
Howe & Rusling
New York
$19K +$222 +8 +1%
HI
522
Human Investing
Oregon
$19K +$19K +685 New
GWMIA
523
Global Wealth Management Investment Advisory
Florida
$19K +$19K +689 New
VFA
524
Valeo Financial Advisors
Indiana
$18K -$35.9K -1,319 -67%
TFA
525
Toth Financial Advisory
Virginia
$18K – – –
19 20
21
22 23