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Western Digital

812 hedge funds and large institutions have $23.5B invested in Western Digital in 2018 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 277 increasing their positions, 316 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 1628 (+12)

41% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 81

17% more capital invested

Capital invested by funds: $20B → $23.5B (+$3.45B)

3% more funds holding

Funds holding: 788812 (+24)

0.58% more ownership

Funds ownership: 112.74%113.32% (+0.58%)

12% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 316

25% less call options, than puts

Call options by funds: $587M | Put options by funds: $785M

Holders
812
Holders Change
+24
Holders Change %
+3.05%
% of All Funds
18.61%
Holding in Top 10
28
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+75%
% of All Funds
0.64%
New
114
Increased
277
Reduced
316
Closed
81
Calls
$587M
Puts
$785M
Net Calls
-$199M
Net Calls Change
+$313M
Name Holding Trade Value Shares
Change
Change in
Stake
OMCS
526
Old Mutual Customised Solutions
South Africa
$582K
SI
527
Shaker Investments
Ohio
$581K
BS
528
Banco Santander
Spain
$567K +$547K +8,127 New
V
529
Veritable
Delaware
$563K +$5.66K +84 +1%
NIT
530
NumerixS Investment Technologies
British Columbia, Canada
$563K +$178K +2,648 +48%
TYCC
531
Texas Yale Capital Corp
Florida
$557K
CB
532
Commerce Bank
Missouri
$555K -$70.9K -1,053 -12%
SBWM
533
Sunflower Bank Wealth Management
Arizona
$554K
ACM
534
Alethea Capital Management
Washington
$551K +$532K +7,904 New
TRCT
535
Tower Research Capital (TRC)
New York
$549K +$202K +2,997 +61%
LNWWM
536
Laird Norton Wetherby Wealth Management
California
$548K +$48K +713 +10%
SBIA
537
Sheaff Brock Investment Advisors
Indiana
$547K +$35.1K +521 +7%
RJT
538
Raymond James Trust
Florida
$543K -$42.9K -638 -8%
AW
539
Alpha Windward
Massachusetts
$543K +$524K +7,779 New
NFC
540
Northeast Financial Consultants
Connecticut
$542K
BFO
541
Biltmore Family Office
North Carolina
$540K +$243K +3,605 +88%
OIA
542
Optimum Investment Advisors
Illinois
$532K -$10.7K -159 -2%
KWILP
543
Kiwi Wealth Investments Limited Partnership
New Zealand
$524K +$506K +7,516 New
CAN
544
Cetera Advisor Networks
California
$522K +$80K +1,188 +19%
HIM
545
Hillsdale Investment Management
Ontario, Canada
$513K
RCAG
546
Rehmann Capital Advisory Group
Michigan
$509K +$138K +2,056 +39%
JGC
547
J. Goldman & Co
New York
$508K +$491K +7,287 New
AIM
548
Alambic Investment Management
California
$501K -$811K -12,053 -63%
FWCM
549
First Western Capital Management
California
$499K -$90.9K -1,351 -16%
UAS
550
United Asset Strategies
New York
$494K +$17.9K +266 +4%

WDC Hedge Fund Activity: Q1 2018 in Review

812 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2018, worth a combined $23.5B — up 17% from $20B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new WDC positions and 81 closed out — a net gain of 33 holders — while 277 added to existing stakes and 316 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $267M. The largest seller was AQR Capital Management, cutting an estimated $232M.

  • 812 institutional investors held Western Digital (WDC) as of Q1 2018, up from 788 in Q4 2017.
  • Funds reported $23.5B of Western Digital stock for Q1 2018, up 17% quarter-over-quarter.
  • 114 funds opened new Western Digital positions in Q1 2018 and 81 closed out, a net change of +33 holders.
  • The largest Western Digital buyer in Q1 2018 was Viking Global Investors, an estimated $267M added.
  • The largest Western Digital seller in Q1 2018 was AQR Capital Management, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2018.