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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
AAMU
551
Amundi Asset Management US
Massachusetts
$9.94K +$3.14M +88,535 +33%
Lazard Asset Management
552
Lazard Asset Management
New York
$9K -$658K -18,566 -98%
QCG
553
Quadrant Capital Group
Ohio
$9K -$9.85K -278 -37%
SIM
554
Sonora Investment Management
Arizona
$9K +$9.36K +264 +471%
FIB
555
First Interstate Bank
Montana
$8K -$30.2K -853 -74%
TWA
556
TCI Wealth Advisors
Arizona
$8K -$3.01K -85 -22%
IF
557
Ironwood Financial
Arizona
$8K
CWA
558
Clarus Wealth Advisors
Arizona
$8K +$106 +3 +1%
FC
559
Ferris Capital
Massachusetts
$8K +$1.91K +54 +23%
SQA
560
Simon Quick Advisors
New Jersey
$7K -$37.5K -1,058 -81%
CAGAS
561
Capital Advisory Group Advisory Services
Minnesota
$7K
CCMW
562
Cypress Capital Management (Wyoming)
Wyoming
$7K
HIIFS
563
Harel Insurance Investments & Financial Services
Israel
$7K
MCA
564
Mercer Capital Advisers
New Jersey
$7K
MRCM
565
M&R Capital Management
New Jersey
$7K
DWM
566
Doyle Wealth Management
Florida
$7K +$8.47K +239 New
OSAM
567
O'Shaughnessy Asset Management
Connecticut
$6K -$4.23M -119,349 -100%
FHA
568
Flagship Harbor Advisors
Massachusetts
$6K -$21.1K -596 -73%
Acadian Asset Management
569
Acadian Asset Management
Massachusetts
$6K -$13.2K -373 -65%
AA
570
AlphaMark Advisors
Kentucky
$6K
BL
571
Balentine LLC
Georgia
$6K
TFA
572
Transamerica Financial Advisors
Florida
$6K +$461 +13 +7%
PAMU
573
Pictet Asset Management (UK)
United Kingdom
$5.66K -$159K -4,498 -2%
WIM
574
Westside Investment Management
California
$5.65K +$7.02K +198 New
WPA
575
West Paces Advisors
Georgia
$5.03K

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.