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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
FIB
526
First Interstate Bank
Montana
$12K
MCA
527
Mercer Capital Advisers
New Jersey
$12K
AP
528
Advisors Preferred
Maryland
$12K +$13.2K +259 New
KT
529
Kanaly Trust
Texas
$11K -$7.66K -150 -39%
AF
530
Allworth Financial
California
$11K
AIM
531
Advantage Investment Management
Iowa
$9K -$27.3K -535 -73%
VIA
532
Vantage Investment Advisors
Pennsylvania
$9K
BGIM
533
Brandywine Global Investment Management
Pennsylvania
$8K -$47.2K -925 -85%
RWA
534
Ropes Wealth Advisors
Massachusetts
$8K +$2.4K +47 +36%
AIA
535
Allegis Investment Advisors
Idaho
$8K +$8.83K +173 New
CHP
536
Cable Hill Partners
Oregon
$7K -$18.7K -367 -73%
AWMS
537
Advocacy Wealth Management Services
Georgia
$7K +$8.37K +164 New
WP
538
WealthPLAN Partners
Nebraska
$6.02K +$20.3K +397 New
M
539
MOTCO
Texas
$6K -$2.4K -47 -26%
HIM
540
Hillsdale Investment Management
Ontario, Canada
$6K
IWMPD
541
Integrated Wealth Management (Palm Desert)
California
$6K +$6.28K +123 New
MFT
542
Moisand Fitzgerald Tamayo
Florida
$6K +$6.74K +132 New
ZB
543
Zions Bancorporation
Utah
$5K -$51.1K -1,000 -87%
CGT
544
Capital Guardian Trust
California
$5K
MUS
545
Mitsubishi UFJ Securities
Japan
$5K
IR
546
Invictus RG
Bermuda
$5K +$5.67K +111 New
AF
547
Arrow Financial
New York
$5K +$5.72K +112 New
OC
548
Oakworth Capital
Alabama
$4K
WT
549
Whittier Trust
California
$4K
CFA
550
Carroll Financial Associates
North Carolina
$4K +$5.41K +106 New

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.