We are live on ! Find out more
WDC icon

Western Digital

774 hedge funds and large institutions have $21.7B invested in Western Digital in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 285 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 54

8% more capital invested

Capital invested by funds: $20B → $21.7B (+$1.67B)

5% more funds holding

Funds holding: 737774 (+37)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

1% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 285

0.19% less ownership

Funds ownership: 111.63%111.44% (-0.19%)

46% less call options, than puts

Call options by funds: $503M | Put options by funds: $927M

Holders
774
Holders Change
+37
Holders Change %
+5.02%
% of All Funds
19.3%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.17%
New
96
Increased
289
Reduced
285
Closed
54
Calls
$503M
Puts
$927M
Net Calls
-$424M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
526
First Mercantile Trust
Tennessee
$676K -$6.58K -99 -1%
SRC
527
Shufro Rose & Co
New York
$653K +$92.4K +1,391 +17%
LJAC
528
L.J. Altfest & Co
New York
$635K +$142K +2,135 +29%
IFWM
529
Institute for Wealth Management
Colorado
$635K +$631K +9,495 New
CC
530
ClearArc Capital
Ohio
$634K +$9.63K +145 +2%
EGA
531
E&G Advisors
Texas
$632K +$279K +4,202 +80%
ICM
532
IMS Capital Management
Oregon
$628K -$649K -9,768 -51%
CB
533
Commerce Bank
Missouri
$627K +$144K +2,175 +30%
CONA
534
Capital One National Association
New York
$618K -$65.4K -985 -10%
Koshinski Asset Management
535
Koshinski Asset Management
Illinois
$615K -$12K -180 -2%
VIA
536
Virtus Investment Advisers
Connecticut
$607K -$85.4K -1,285 -12%
FA
537
FDx Advisors
Illinois
$607K +$57.8K +870 +11%
KIA
538
KCM Investment Advisors
California
$584K +$579K +8,713 New
MCA
539
Morris Capital Advisors
Pennsylvania
$583K -$2.06K -31 -0.4%
EOJOAM
540
E. Ohman J:or Asset Management
Sweden
$581K
PIA
541
Piedmont Investment Advisors
North Carolina
$577K -$16.5M -248,388 -97%
V
542
Veritable
Delaware
$572K +$40.7K +612 +8%
BIA
543
Barry Investment Advisors
Massachusetts
$561K +$2.26K +34 +0.4%
OMCS
544
Old Mutual Customised Solutions
South Africa
$559K
OIA
545
Optimum Investment Advisors
Illinois
$557K -$30.8K -463 -5%
GLA
546
Great Lakes Advisors
Illinois
$549K +$545K +8,197 New
TYCC
547
Texas Yale Capital Corp
Florida
$535K
SBWM
548
Sunflower Bank Wealth Management
Arizona
$532K
NFC
549
Northeast Financial Consultants
Connecticut
$521K
HHMI
550
Howard Hughes Medical Institute
Maryland
$517K -$28.1K -423 -5%

WDC Hedge Fund Activity: Q2 2017 in Review

774 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2017, worth a combined $21.7B — up 8.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new WDC positions and 54 closed out — a net gain of 42 holders — while 289 added to existing stakes and 285 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $199M.

  • 774 institutional investors held Western Digital (WDC) as of Q2 2017, up from 737 in Q1 2017.
  • Funds reported $21.7B of Western Digital stock for Q2 2017, up 8.4% quarter-over-quarter.
  • 96 funds opened new Western Digital positions in Q2 2017 and 54 closed out, a net change of +42 holders.
  • The largest Western Digital buyer in Q2 2017 was Capital World Investors, an estimated $1.01B added.
  • The largest Western Digital seller in Q2 2017 was Fidelity Investments, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2017.