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Western Digital

792 hedge funds and large institutions have $19.1B invested in Western Digital in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 330 increasing their positions, 268 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 268

2% less funds holding

Funds holding: 812792 (-20)

4.26% less ownership

Funds ownership: 113.32%109.07% (-4.3%)

11% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 90

19% less capital invested

Capital invested by funds: $23.5B → $19.1B (-$4.38B)

43% less funds holding in top 10

Funds holding in top 10: 2816 (-12)

44% less call options, than puts

Call options by funds: $452M | Put options by funds: $800M

Holders
792
Holders Change
-20
Holders Change %
-2.46%
% of All Funds
18.13%
Holding in Top 10
16
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-42.86%
% of All Funds
0.37%
New
80
Increased
330
Reduced
268
Closed
90
Calls
$452M
Puts
$800M
Net Calls
-$348M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
526
Texas Yale Capital Corp
Florida
$467K
SBWM
527
Sunflower Bank Wealth Management
Arizona
$464K
SCC
528
Spring Creek Capital
Kansas
$462K +$503K +7,901 New
AW
529
Alpha Windward
Massachusetts
$460K +$5.09K +80 +1%
RJT
530
Raymond James Trust
Florida
$458K +$2.86K +45 +0.6%
NFC
531
Northeast Financial Consultants
Connecticut
$455K
RCAG
532
Rehmann Capital Advisory Group
Michigan
$454K +$29.6K +465 +6%
DAS
533
Dynamic Advisor Solutions
Arizona
$454K +$130K +2,045 +36%
SBIA
534
Sheaff Brock Investment Advisors
Indiana
$452K -$7.83K -123 -2%
UAS
535
United Asset Strategies
New York
$449K +$38.4K +603 +9%
VCA
536
Verdence Capital Advisors
Maryland
$448K +$186K +2,927 +62%
IRF
537
IBM Retirement Fund
New York
$445K -$66.2K -1,041 -12%
EAM
538
Exane Asset Management
France
$443K +$482K +7,573 New
MAM
539
Morse Asset Management
Connecticut
$441K -$58.9K -926 -11%
KRSITF
540
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$436K -$99K -1,556 -17%
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$432K -$30.2K -474 -6%
HC
542
Hourglass Capital
Texas
$431K +$149K +2,342 +47%
HIM
543
Hillsdale Investment Management
Ontario, Canada
$430K -$1.72K -27 -0.4%
HH
544
Hilltop Holdings
Texas
$430K +$84.8K +1,333 +22%
HF
545
HRT Financial
New York
$426K +$463K +7,283 New
FANJ
546
Financial Architects (New Jersey)
New Jersey
$409K -$91.1K -1,432 -17%
NIT
547
NumerixS Investment Technologies
British Columbia, Canada
$406K -$77.2K -1,214 -15%
TAM
548
Tiverton Asset Management
Delaware
$403K
V
549
Veritable
Delaware
$401K -$78.5K -1,233 -15%
PCMC
550
Paragon Capital Management (Colorado)
Colorado
$400K +$172K +2,708 +66%

WDC Hedge Fund Activity: Q2 2018 in Review

792 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2018, worth a combined $19.1B — down 19% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of WDC and 80 opened new positions — a net loss of 10 holders — while 268 trimmed existing stakes and 330 added.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was AQR Capital Management, cutting an estimated $285M.

  • 792 institutional investors held Western Digital (WDC) as of Q2 2018, down from 812 in Q1 2018.
  • Funds reported $19.1B of Western Digital stock for Q2 2018, down 19% quarter-over-quarter.
  • 80 funds opened new Western Digital positions in Q2 2018 and 90 closed out, a net change of -10 holders.
  • The largest Western Digital buyer in Q2 2018 was BlackRock, an estimated $141M added.
  • The largest Western Digital seller in Q2 2018 was AQR Capital Management, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2018.