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Western Digital

546 hedge funds and large institutions have $17.1B invested in Western Digital in 2013 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 172 increasing their positions, 232 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 41

107% more funds holding in top 10

Funds holding in top 10: 1531 (+16)

39% more capital invested

Capital invested by funds: $12.3B → $17.1B (+$4.84B)

9% more funds holding

Funds holding: 499546 (+47)

4.72% more ownership

Funds ownership: 99.06%103.79% (+4.7%)

15% less call options, than puts

Call options by funds: $175M | Put options by funds: $206M

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 232

Holders
546
Holders Change
+47
Holders Change %
+9.42%
% of All Funds
15.85%
Holding in Top 10
31
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+106.67%
% of All Funds
0.9%
New
92
Increased
172
Reduced
232
Closed
41
Calls
$175M
Puts
$206M
Net Calls
-$30.8M
Net Calls Change
-$8.47M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
526
Duncker Streett & Co
Missouri
$16K
PTC
527
Private Trust Company
Ohio
$16K
DADC
528
D.A. Davidson & Co
Montana
$14K +$12.6K +225 New
NIM
529
NuWave Investment Management
New Jersey
$13K -$1.45K -26 -12%
PAS
530
Partnervest Advisory Services
California
$13K
ASN
531
Advisory Services Network
Georgia
$12K +$10.8K +194 New
EFSCE
532
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$559 -10 -5%
OC
533
Oakworth Capital
Alabama
$10K +$9.22K +165 New
ST
534
SpiderRock Trading
Illinois
$8K
TAM
535
Tocqueville Asset Management
New York
$7K +$6.03K +108 New
TF
536
Tompkins Financial
New York
$5K +$3.97K +71 New
TFO
537
Tarbox Family Office
California
$5K +$4.13K +74 New
NES
538
New England Securities
New York
$4K
WCBA
539
Weaver C. Barksdale & Associates
Tennessee
$4K
RFA
540
Reilly Financial Advisors
California
$3K
PO
541
Private Ocean
California
$3K +$2.23K +40 New
PFSC
542
Peoples Financial Services Corp
Pennsylvania
$3K +$2.57K +46 New
ACM
543
Aviance Capital Management
Florida
$2K -$1.01K -18 -43%
MA
544
MCF Advisors
Kentucky
$2K +$670 +12 +0.4%
BWFA
545
Baltimore-Washington Financial Advisors
Maryland
$2K +$1.62K +29 New
S
546
SignatureFD
Georgia
$1K
PIA
547
Piedmont Investment Advisors
North Carolina
$671
UB
548
UMB Bank
Missouri
$256 +$225K +4,035 New
Sanders Capital
549
Sanders Capital
Florida
-$32.6M -680,463 Closed
LCM
550
Lakewood Capital Management
New York
-$24.7M -514,954 Closed

WDC Hedge Fund Activity: Q4 2013 in Review

546 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2013, worth a combined $17.1B — up 39% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new WDC positions and 41 closed out — a net gain of 51 holders — while 172 added to existing stakes and 232 trimmed.

The largest buyer was Putnam Investments, adding an estimated $176M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $207M.

  • 546 institutional investors held Western Digital (WDC) as of Q4 2013, up from 499 in Q3 2013.
  • Funds reported $17.1B of Western Digital stock for Q4 2013, up 39% quarter-over-quarter.
  • 92 funds opened new Western Digital positions in Q4 2013 and 41 closed out, a net change of +51 holders.
  • The largest Western Digital buyer in Q4 2013 was Putnam Investments, an estimated $176M added.
  • The largest Western Digital seller in Q4 2013 was Commonwealth Bank of Australia, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2013.