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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
TCM
576
Tributary Capital Management
Nebraska
$372K +$369K +5,557 New
CCM
577
Canal Capital Management
Virginia
$366K
KWM
578
Kingsview Wealth Management
Oregon
$366K +$363K +5,467 New
LCM
579
Logan Capital Management
Pennsylvania
$361K +$358K +5,385 New
LFAS
580
Level Four Advisory Services
Texas
$355K -$9.7K -146 -3%
SC
581
Saturna Capital
Washington
$354K
AP
582
AHL Partners
United Kingdom
$335K -$1.32M -19,912 -80%
RIM
583
Rampart Investment Management
Connecticut
$334K +$261K +3,934 +373%
PIM
584
Profit Investment Management
Maryland
$333K
Bessemer Group
585
Bessemer Group
New Jersey
$330K -$756K -11,377 -70%
YMRC
586
Yorktown Management & Research Company
Virginia
$328K
MC
587
Moors & Cabot
Massachusetts
$327K -$321K -4,828 -50%
SAM
588
Strategy Asset Managers
California
$323K -$87.9K -1,323 -22%
SFSIG
589
San Francisco Sentry Investment Group
California
$323K -$1.53K -23 -0.5%
VFA
590
Voya Financial Advisors
Connecticut
$323K +$42.2K +635 +16%
CPC
591
Cookson Peirce & Co
Pennsylvania
$319K +$1.79K +27 +0.6%
LOAME
592
Lombard Odier Asset Management (Europe)
United Kingdom
$314K
SS
593
Simplicity Solutions
Minnesota
$312K -$4.38K -66 -1%
TMAM
594
Tokio Marine Asset Management
Japan
$309K -$97.5K -1,467 -24%
PL
595
Parkwood LLC
Ohio
$309K +$306K +4,607 New
WAM
596
Wealthspire Advisors (Maryland)
Maryland
$304K +$234K +3,527 +350%
ICOA
597
Investment Centers of America
North Dakota
$302K -$242K -3,638 -45%
SPC
598
Sigma Planning Corp
Michigan
$294K
RCAG
599
Rehmann Capital Advisory Group
Michigan
$294K +$13.6K +205 +5%
AIM
600
Advantage Investment Management
Iowa
$288K +$269K +4,043 +1,543%

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.