We are live on ! Find out more
WDC icon

Western Digital

737 hedge funds and large institutions have $20B invested in Western Digital in 2017 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 3645 (+9)

21% more call options, than puts

Call options by funds: $816M | Put options by funds: $676M

20% more capital invested

Capital invested by funds: $16.7B → $20B (+$3.35B)

3% more funds holding

Funds holding: 714737 (+23)

5% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 285

2.29% less ownership

Funds ownership: 113.92%111.63% (-2.3%)

Holders
737
Holders Change
+23
Holders Change %
+3.22%
% of All Funds
18.35%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
1.12%
New
95
Increased
270
Reduced
285
Closed
62
Calls
$816M
Puts
$676M
Net Calls
+$140M
Net Calls Change
+$481M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
526
Morris Capital Advisors
Pennsylvania
$545K +$502K +8,740 New
EOJOAM
527
E. Ohman J:or Asset Management
Sweden
$542K -$98.8K -1,720 -17%
Fifth Third Bancorp
528
Fifth Third Bancorp
Ohio
$538K -$22.1K -385 -4%
MAM
529
Meeder Asset Management
Ohio
$527K +$460K +8,004 +1,815%
GC
530
Globeflex Capital
California
$526K -$32.6K -568 -6%
SRC
531
Shufro Rose & Co
New York
$522K -$804 -14 -0.2%
OMCS
532
Old Mutual Customised Solutions
South Africa
$520K +$68.7K +1,196 +17%
BIA
533
Barry Investment Advisors
Massachusetts
$520K +$479K +8,342 New
LOAMS
534
Lombard Odier Asset Management (Switzerland)
Switzerland
$513K +$472K +8,216 New
ICOA
535
Investment Centers of America
North Dakota
$511K +$47.6K +829 +11%
FA
536
FDx Advisors
Illinois
$511K +$103K +1,795 +28%
HHMI
537
Howard Hughes Medical Institute
Maryland
$508K +$167K +2,904 +55%
HAM
538
Highstreet Asset Management
Ontario, Canada
$506K -$455K -7,917 -49%
CWM
539
Concert Wealth Management
California
$506K +$23.5K +409 +4%
BFG
540
Beacon Financial Group
Texas
$505K -$45.9K -799 -9%
GXMC
541
Global X Management Company
New York
$502K -$33.5K -584 -7%
TYCC
542
Texas Yale Capital Corp
Florida
$498K
NJBEST
543
New Jersey Better Educational Savings Trust
New Jersey
$495K -$228K -3,969 -33%
SBWM
544
Sunflower Bank Wealth Management
Arizona
$495K
V
545
Veritable
Delaware
$495K +$1.15K +20 +0.3%
RJT
546
Raymond James Trust
Florida
$491K -$2.7K -47 -0.6%
NFC
547
Northeast Financial Consultants
Connecticut
$485K
LNWWM
548
Laird Norton Wetherby Wealth Management
California
$479K +$76K +1,323 +21%
II
549
IFM Investors
Australia
$470K +$163K +2,829 +60%
GIA
550
Guyasuta Investment Advisors
Pennsylvania
$463K -$121K -2,111 -22%

WDC Hedge Fund Activity: Q1 2017 in Review

737 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2017, worth a combined $20B — up 20% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new WDC positions and 62 closed out — a net gain of 33 holders — while 270 added to existing stakes and 285 trimmed.

The largest buyer was BlackRock, adding an estimated $1.34B. The largest seller was Franklin Resources, cutting an estimated $296M.

  • 737 institutional investors held Western Digital (WDC) as of Q1 2017, up from 714 in Q4 2016.
  • Funds reported $20B of Western Digital stock for Q1 2017, up 20% quarter-over-quarter.
  • 95 funds opened new Western Digital positions in Q1 2017 and 62 closed out, a net change of +33 holders.
  • The largest Western Digital buyer in Q1 2017 was BlackRock, an estimated $1.34B added.
  • The largest Western Digital seller in Q1 2017 was Franklin Resources, an estimated $296M sold.

Based on aggregated 13F filings for Q1 2017.