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Western Digital

737 hedge funds and large institutions have $20B invested in Western Digital in 2017 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 3645 (+9)

21% more call options, than puts

Call options by funds: $816M | Put options by funds: $676M

20% more capital invested

Capital invested by funds: $16.7B → $20B (+$3.35B)

3% more funds holding

Funds holding: 714737 (+23)

5% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 285

2.29% less ownership

Funds ownership: 113.92%111.63% (-2.3%)

Holders
737
Holders Change
+23
Holders Change %
+3.22%
% of All Funds
18.35%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
1.12%
New
95
Increased
270
Reduced
285
Closed
62
Calls
$816M
Puts
$676M
Net Calls
+$140M
Net Calls Change
+$481M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
551
Hillsdale Investment Management
Ontario, Canada
$463K +$61.6K +1,072 +17%
LJAC
552
L.J. Altfest & Co
New York
$459K -$3.04K -53 -0.7%
CB
553
Commerce Bank
Missouri
$448K +$106K +1,853 +35%
RP
554
Reinhart Partners
Wisconsin
$441K -$123K -2,136 -23%
DWT
555
Dorsey & Whitney Trust
South Dakota
$418K
PPSG
556
Princeton Portfolio Strategies Group
New Jersey
$413K -$72.7K -1,266 -16%
MWM
557
Meridian Wealth Management
Kentucky
$402K +$12.9K +225 +4%
AMIM
558
Aull & Monroe Investment Management
Alabama
$388K
SAM
559
Strategy Asset Managers
California
$384K
ACM
560
Alethea Capital Management
Washington
$382K +$351K +6,116 New
TMAM
561
Tokio Marine Asset Management
Japan
$380K -$106K -1,847 -23%
APP
562
Avantax Planning Partners
Iowa
$375K +$10K +174 +3%
HIM
563
Herald Investment Management
United Kingdom
$371K
ECM
564
Everence Capital Management
Indiana
$369K
LFAS
565
Level Four Advisory Services
Texas
$364K +$335K +5,824 New
IRF
566
IBM Retirement Fund
New York
$346K -$1.77M -30,790 -88%
CCM
567
Canal Capital Management
Virginia
$341K
SC
568
Saturna Capital
Washington
$330K
EGA
569
E&G Advisors
Texas
$327K +$31.9K +556 +12%
CIAN
570
Capstone Investment Advisors (Netherlands)
New York
$325K -$54.7K -953 -15%
BRWA
571
B. Riley Wealth Advisors
Florida
$320K -$47.7K -831 -14%
Schroder Investment Management Group
572
Schroder Investment Management Group
United Kingdom
$313K +$198K +3,440 +230%
PIM
573
Profit Investment Management
Maryland
$310K -$310K -5,400 -52%
YMRC
574
Yorktown Management & Research Company
Virginia
$305K
IR
575
Invictus RG
Bermuda
$305K +$107K +1,866 +62%

WDC Hedge Fund Activity: Q1 2017 in Review

737 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2017, worth a combined $20B — up 20% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new WDC positions and 62 closed out — a net gain of 33 holders — while 270 added to existing stakes and 285 trimmed.

The largest buyer was BlackRock, adding an estimated $1.34B. The largest seller was Franklin Resources, cutting an estimated $296M.

  • 737 institutional investors held Western Digital (WDC) as of Q1 2017, up from 714 in Q4 2016.
  • Funds reported $20B of Western Digital stock for Q1 2017, up 20% quarter-over-quarter.
  • 95 funds opened new Western Digital positions in Q1 2017 and 62 closed out, a net change of +33 holders.
  • The largest Western Digital buyer in Q1 2017 was BlackRock, an estimated $1.34B added.
  • The largest Western Digital seller in Q1 2017 was Franklin Resources, an estimated $296M sold.

Based on aggregated 13F filings for Q1 2017.