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Western Digital

774 hedge funds and large institutions have $21.7B invested in Western Digital in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 285 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 54

8% more capital invested

Capital invested by funds: $20B → $21.7B (+$1.67B)

5% more funds holding

Funds holding: 737774 (+37)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

1% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 285

0.19% less ownership

Funds ownership: 111.63%111.44% (-0.19%)

46% less call options, than puts

Call options by funds: $503M | Put options by funds: $927M

Holders
774
Holders Change
+37
Holders Change %
+5.02%
% of All Funds
19.3%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.17%
New
96
Increased
289
Reduced
285
Closed
54
Calls
$503M
Puts
$927M
Net Calls
-$424M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
551
Beacon Financial Group
Texas
$511K -$40.3K -606 -8%
RJT
552
Raymond James Trust
Florida
$508K -$19.1K -288 -4%
Fifth Third Bancorp
553
Fifth Third Bancorp
Ohio
$502K -$74.9K -1,127 -13%
FANJ
554
Financial Architects (New Jersey)
New Jersey
$499K +$228K +3,429 +85%
HIM
555
Hillsdale Investment Management
Ontario, Canada
$492K -$4.38K -66 -0.9%
LNWWM
556
Laird Norton Wetherby Wealth Management
California
$480K -$34.3K -517 -7%
RP
557
Reinhart Partners
Wisconsin
$473K -$465 -7 -0.1%
EWM
558
Evercore Wealth Management
New York
$472K -$596K -8,977 -56%
FPF
559
FNY Partners Fund
New York
$472K -$238K -3,589 -34%
FCBT
560
First Citizens Bank & Trust
North Carolina
$472K -$152K -2,295 -25%
SOADOR
561
State of Alaska Department of Revenue
Alaska
$466K +$273K +4,102 +143%
IR
562
Invictus RG
Bermuda
$459K +$130K +1,964 +40%
DWT
563
Dorsey & Whitney Trust
South Dakota
$449K
WG
564
Winton Group
United Kingdom
$442K +$439K +6,603 New
Fidelity International
565
Fidelity International
Bermuda
$437K -$135M -2,039,430 -100%
AI
566
Atria Investments
North Carolina
$427K -$314K -4,731 -43%
NPC
567
National Planning Corporation
California
$427K +$440K +6,627 New
PG
568
Pendal Group
Australia
$417K +$414K +6,226 New
AMIM
569
Aull & Monroe Investment Management
Alabama
$416K
APP
570
Avantax Planning Partners
Iowa
$405K +$2.19K +33 +0.5%
CAM
571
ClariVest Asset Management
California
$403K -$606K -9,116 -60%
TH
572
Timber Hill
Connecticut
$398K -$595K -8,957 -60%
HIM
573
Herald Investment Management
United Kingdom
$398K
ECM
574
Everence Capital Management
Indiana
$396K
PTC
575
Petrus Trust Company
Texas
$385K +$90.1K +1,356 +31%

WDC Hedge Fund Activity: Q2 2017 in Review

774 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2017, worth a combined $21.7B — up 8.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new WDC positions and 54 closed out — a net gain of 42 holders — while 289 added to existing stakes and 285 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $199M.

  • 774 institutional investors held Western Digital (WDC) as of Q2 2017, up from 737 in Q1 2017.
  • Funds reported $21.7B of Western Digital stock for Q2 2017, up 8.4% quarter-over-quarter.
  • 96 funds opened new Western Digital positions in Q2 2017 and 54 closed out, a net change of +42 holders.
  • The largest Western Digital buyer in Q2 2017 was Capital World Investors, an estimated $1.01B added.
  • The largest Western Digital seller in Q2 2017 was Fidelity Investments, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2017.