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Western Digital

634 hedge funds and large institutions have $9.12B invested in Western Digital in 2018 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 267 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.14% more ownership

Funds ownership: 111.52%113.66% (+2.1%)

9% less funds holding

Funds holding: 697634 (-63)

20% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 267

25% less call options, than puts

Call options by funds: $329M | Put options by funds: $440M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

36% less capital invested

Capital invested by funds: $14.4B → $9.12B (-$5.24B)

39% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 150

Holders
634
Holders Change
-63
Holders Change %
-9.04%
% of All Funds
14.13%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.16%
New
92
Increased
213
Reduced
267
Closed
150
Calls
$329M
Puts
$440M
Net Calls
-$110M
Net Calls Change
+$197M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
526
Toth Financial Advisory
Virginia
$18K
FHA
527
First Horizon Advisors
Tennessee
$18K +$16.1K +455 +222%
CAM
528
Cresset Asset Management
Illinois
$18K +$21.4K +603 New
GRP
529
Global Retirement Partners
California
$17K +$5.17K +146 +33%
BAM
530
Bruderman Asset Management
New York
$17K +$21.1K +594 New
JA
531
JOYN Advisors
Georgia
$16K -$10.7K -303 -35%
CAC
532
Certified Advisory Corp
Florida
$16K
CAPTRUST Financial Advisors
533
CAPTRUST Financial Advisors
North Carolina
$15K -$67.5K -1,905 -78%
LWCFA
534
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K +$18.7K +529 +2,784%
Carson Wealth (CWM LLC)
535
Carson Wealth (CWM LLC)
Nebraska
$14K -$10.5K -295 -37%
PCP
536
Proficio Capital Partners
Massachusetts
$14K +$10.3K +291 +140%
PK
537
Pflug Koory
Nebraska
$13K
SBL
538
Sargent Bickham Lagudis
Colorado
$13K
AF
539
Allworth Financial
California
$12K +$71 +2 +0.5%
PB
540
Pinnacle Bancorp
Nebraska
$12K +$14.9K +421 New
APA
541
American Portfolios Advisors
New York
$11.2K -$23.4K -661 -62%
IFAM
542
Institutional & Family Asset Management
Colorado
$11K -$72K -2,032 -84%
OSNBOA
543
Old Second National Bank of Aurora
Illinois
$11K
MFW
544
Mosaic Family Wealth
Missouri
$11K +$4.15K +117 +41%
LWM
545
Liberty Wealth Management
California
$11K +$14.2K +401 New
CLOS
546
Compagnie Lombard Odier SCmA
Switzerland
$11K +$14.4K +405 New
VEA
547
Virtus ETF Advisers
New York
$10K +$2.09K +59 +20%
WANY
548
Wealthspire Advisors (New York)
New York
$10K +$12.5K +352 New
PCM
549
Peregrine Capital Management
Minnesota
$10K +$12.7K +357 New
PWMG
550
Prestige Wealth Management Group
New Jersey
$10K +$13.1K +370 New

WDC Hedge Fund Activity: Q4 2018 in Review

634 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2018, worth a combined $9.12B — down 36% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of WDC and 92 opened new positions — a net loss of 58 holders — while 267 trimmed existing stakes and 213 added.

The largest buyer was American International Group, adding an estimated $332M. The largest seller was Capital International Investors, exiting entirely with an estimated $140M sold.

  • 634 institutional investors held Western Digital (WDC) as of Q4 2018, down from 697 in Q3 2018.
  • Funds reported $9.12B of Western Digital stock for Q4 2018, down 36% quarter-over-quarter.
  • 92 funds opened new Western Digital positions in Q4 2018 and 150 closed out, a net change of -58 holders.
  • The largest Western Digital buyer in Q4 2018 was American International Group, an estimated $332M added.
  • The largest Western Digital seller in Q4 2018 was Capital International Investors, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2018.