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Western Digital

551 hedge funds and large institutions have $18.7B invested in Western Digital in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 187 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $274M | Put options by funds: $160M

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

1% more capital invested

Capital invested by funds: $18.5B → $18.7B (+$201M)

1% more funds holding

Funds holding: 546551 (+5)

0.41% more ownership

Funds ownership: 102.82%103.23% (+0.41%)

20% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 233

23% less funds holding in top 10

Funds holding in top 10: 3023 (-7)

Holders
551
Holders Change
+5
Holders Change %
+0.92%
% of All Funds
15.84%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.66%
New
58
Increased
187
Reduced
233
Closed
49
Calls
$274M
Puts
$160M
Net Calls
+$114M
Net Calls Change
+$7.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
526
First City Capital Management
Georgia
$23.1K
GSC
527
Ground Swell Capital
South Carolina
$22K +$20.9K +312 New
PTC
528
Private Trust Company
Ohio
$21K
EFSCE
529
Enterprise Financial Services Corp (EFSC)
Missouri
$20K
CFG
530
CKW Financial Group
Hawaii
$19K
DSC
531
Duncker Streett & Co
Missouri
$18K
WF
532
WealthTrust Fairport
Ohio
$18K +$17.8K +265 New
NYLT
533
New York Life Trust
New York
$14K -$77.6K -1,158 -85%
FBT
534
Founders Bank & Trust
Michigan
$14K
VIA
535
Vantage Investment Advisors
Pennsylvania
$13K +$12.9K +192 New
DADC
536
D.A. Davidson & Co
Montana
$12K -$871 -13 -7%
OC
537
Oakworth Capital
Alabama
$12K
PMAM
538
Picton Mahoney Asset Management
Ontario, Canada
$11.9K +$364K +5,425 +3%
NES
539
New England Securities
New York
$11K +$5.76K +86 +130%
VAM
540
Visionary Asset Management
Texas
$11K +$10.4K +155 New
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$10.9K
PMFA
542
Plante Moran Financial Advisors
Michigan
$10K +$4.56K +68 +86%
M
543
MOTCO
Texas
$9K -$15.1K -225 -63%
KT
544
Kanaly Trust
Texas
$8K
SSB
545
Sandy Spring Bank
Maryland
$8K +$7.71K +115 New
WT
546
Whittier Trust
California
$6K
TFO
547
Tarbox Family Office
California
$5K
TF
548
Tompkins Financial
New York
$5K
First Manhattan
549
First Manhattan
New York
$5K +$4.89K +73 New
S
550
SignatureFD
Georgia
$1K

WDC Hedge Fund Activity: Q2 2014 in Review

551 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2014, worth a combined $18.7B — up 1.1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WDC positions and 49 closed out — a net gain of 9 holders — while 187 added to existing stakes and 233 trimmed.

The largest buyer was Norges Bank, adding an estimated $234M. The largest seller was Turiya Advisors Asia, exiting entirely with an estimated $181M sold.

  • 551 institutional investors held Western Digital (WDC) as of Q2 2014, up from 546 in Q1 2014.
  • Funds reported $18.7B of Western Digital stock for Q2 2014, up 1.1% quarter-over-quarter.
  • 58 funds opened new Western Digital positions in Q2 2014 and 49 closed out, a net change of +9 holders.
  • The largest Western Digital buyer in Q2 2014 was Norges Bank, an estimated $234M added.
  • The largest Western Digital seller in Q2 2014 was Turiya Advisors Asia, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2014.