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Western Digital

568 hedge funds and large institutions have $12.9B invested in Western Digital in 2015 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 220 increasing their positions, 196 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

12% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 196

4% more funds holding

Funds holding: 546568 (+22)

3.59% more ownership

Funds ownership: 105.49%109.08% (+3.6%)

22% less capital invested

Capital invested by funds: $16.4B → $12.9B (-$3.54B)

28% less call options, than puts

Call options by funds: $214M | Put options by funds: $296M

67% less funds holding in top 10

Funds holding in top 10: 155 (-10)

Holders
568
Holders Change
+22
Holders Change %
+4.03%
% of All Funds
14.9%
Holding in Top 10
5
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-66.67%
% of All Funds
0.13%
New
98
Increased
220
Reduced
196
Closed
69
Calls
$214M
Puts
$296M
Net Calls
-$81.9M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
551
IKOS CIF
Cyprus
$3K -$215K -4,209 -98%
PFBT
552
Parkside Financial Bank & Trust
Missouri
$3K -$9.8K -192 -71%
TSU
553
TD Securities (USA)
New York
$3K -$5.41K -106 -61%
CG
554
Colony Group
Massachusetts
$3K -$3.73K -73 -51%
S
555
SignatureFD
Georgia
$3K -$1.53K -30 -33%
CCS
556
Crosspoint Capital Strategies
California
$3K +$1.89K +37 New
MWM
557
MinichMacGregor Wealth Management
New York
$3K +$2.35K +46 New
VCM
558
Versant Capital Management
Arizona
$3K +$4.03K +79 New
GXMC
559
Global X Management Company
New York
$2K
NFG
560
Next Financial Group
Texas
$2K
LWA
561
Lenox Wealth Advisors
New York
$2K +$357 +7 +18%
PCP
562
Proficio Capital Partners
Massachusetts
$2K +$1.94K +38 New
ADL
563
Asset Dedication LLC
California
$2K +$2.3K +45 New
CFG
564
Citizens Financial Group
Rhode Island
$2K +$2.71K +53 New
TFO
565
Tarbox Family Office
California
$1K -$460 -9 -38%
VNA
566
Valley National Advisers
Pennsylvania
$1K
N
567
Nuveen
North Carolina
$928 -$15.4M -301,795 -94%
Alyeska Investment Group
568
Alyeska Investment Group
Illinois
-$98.6M -1,930,340 Closed
CC
569
Carlson Capital
Texas
-$64.3M -1,259,570 Closed
Balyasny Asset Management
570
Balyasny Asset Management
Illinois
-$30.5M -597,927 Closed
Point72 Asset Management
571
Point72 Asset Management
Connecticut
-$30.9M -515,441 Closed
ICM
572
Ionic Capital Management
New York
-$15.3M -254,179 Closed
Renaissance Technologies
573
Renaissance Technologies
New York
-$13.4M -223,719 Closed
WMSA
574
Weiss Multi-Strategy Advisers
New York
-$9.15M -152,382 Closed
DM
575
Diker Management
New York
-$8.13M -135,455 Closed

WDC Hedge Fund Activity: Q4 2015 in Review

568 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2015, worth a combined $12.9B — down 22% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WDC positions and 69 closed out — a net gain of 29 holders — while 220 added to existing stakes and 196 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $412M. The largest seller was Citadel Advisors, cutting an estimated $385M.

  • 568 institutional investors held Western Digital (WDC) as of Q4 2015, up from 546 in Q3 2015.
  • Funds reported $12.9B of Western Digital stock for Q4 2015, down 22% quarter-over-quarter.
  • 98 funds opened new Western Digital positions in Q4 2015 and 69 closed out, a net change of +29 holders.
  • The largest Western Digital buyer in Q4 2015 was Fidelity Investments, an estimated $412M added.
  • The largest Western Digital seller in Q4 2015 was Citadel Advisors, an estimated $385M sold.

Based on aggregated 13F filings for Q4 2015.