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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
SFSIG
576
San Francisco Sentry Investment Group
California
$302K +$278K +4,836 New
BCM
577
BlueCrest Capital Management
Jersey
$298K -$898K -15,638 -77%
NBC
578
Neuberger Berman Canada
Ontario, Canada
$297K +$274K +4,763 New
SS
579
Simplicity Solutions
Minnesota
$295K -$189K -3,291 -41%
CPC
580
Cookson Peirce & Co
Pennsylvania
$295K +$272K +4,736 New
LOAME
581
Lombard Odier Asset Management (Europe)
United Kingdom
$292K
DWM
582
Darwin Wealth Management
Florida
$291K +$268K +4,670 New
CTC
583
Central Trust Company
Missouri
$285K +$246K +4,276 +1,397%
IWM
584
IHT Wealth Management
Illinois
$283K +$51.5K +897 +25%
SPC
585
Sigma Planning Corp
Michigan
$274K +$26.6K +463 +12%
PTC
586
Petrus Trust Company
Texas
$274K +$252K +4,390 New
RCAG
587
Rehmann Capital Advisory Group
Michigan
$261K -$13.4K -234 -5%
AR
588
Advisory Research
Illinois
$258K -$55K -957 -19%
FANJ
589
Financial Architects (New Jersey)
New Jersey
$252K +$102K +1,770 +78%
SLAM
590
Swiss Life Asset Management
$252K -$330K -5,749 -59%
OC
591
Oppenheimer & Co
New York
$251K -$1.14M -19,795 -83%
SWA
592
SFMG Wealth Advisors
Texas
$248K
CCI
593
Credit Capital Investments
New Jersey
$248K +$228K +3,969 New
BUB
594
BBVA USA Bancshares
Texas
$247K -$1.15K -20 -0.5%
VFA
595
Voya Financial Advisors
Connecticut
$247K +$231K +4,021 New
BHC
596
Bowen Hanes & Co
Florida
$236K +$217K +3,777 New
FWM
597
Frontier Wealth Management
Missouri
$231K +$213K +3,710 New
BCM
598
Bienville Capital Management
New York
$230K -$30.2K -526 -13%
AI
599
Accredited Investors
Minnesota
$223K +$205K +3,575 New
SHWM
600
Smith & Howard Wealth Management
Georgia
$218K +$201K +3,499 New

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.