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Western Digital

812 hedge funds and large institutions have $23.5B invested in Western Digital in 2018 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 277 increasing their positions, 316 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 1628 (+12)

41% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 81

17% more capital invested

Capital invested by funds: $20B → $23.5B (+$3.45B)

3% more funds holding

Funds holding: 788812 (+24)

0.58% more ownership

Funds ownership: 112.74%113.32% (+0.58%)

12% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 316

25% less call options, than puts

Call options by funds: $587M | Put options by funds: $785M

Holders
812
Holders Change
+24
Holders Change %
+3.05%
% of All Funds
18.61%
Holding in Top 10
28
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+75%
% of All Funds
0.64%
New
114
Increased
277
Reduced
316
Closed
81
Calls
$587M
Puts
$785M
Net Calls
-$199M
Net Calls Change
+$313M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
576
ClariVest Asset Management
California
$373K -$37.8K -562 -10%
SC
577
Saturna Capital
Washington
$369K
KIA
578
KCM Investment Advisors
California
$366K -$12.9K -192 -4%
DCM
579
Delpha Capital Management
New York
$366K +$290K +4,308 +455%
BC
580
Barnett & Company
Tennessee
$364K +$352K +5,226 New
VIA
581
Vident Investment Advisory
Georgia
$359K -$2.36M -35,066 -87%
FNT
582
First National Trust
Pennsylvania
$359K -$81.1K -1,205 -19%
HC
583
Hourglass Capital
Texas
$351K +$71.2K +1,058 +27%
PI
584
Putnam Investments
Massachusetts
$344K
LCM
585
Logan Capital Management
Pennsylvania
$344K +$7.41K +110 +2%
SLAM
586
Swiss Life Asset Management
$342K -$1.94M -28,861 -85%
CB
587
Chemical Bank
Michigan
$341K +$84.5K +1,255 +35%
William Blair & Company
588
William Blair & Company
Illinois
$339K -$145K -2,153 -31%
AAC
589
Acorn Advisory Capital
New York
$332K +$321K +4,763 New
VCA
590
Verdence Capital Advisors
Maryland
$330K +$318K +4,727 New
GCA
591
Gideon Capital Advisors
New York
$330K +$318K +4,728 New
FA
592
FDx Advisors
Illinois
$329K -$109K -1,625 -26%
PAG
593
Private Advisor Group
New Jersey
$326K -$219K -3,250 -41%
AF
594
Advisornet Financial
Minnesota
$325K -$31.2K -463 -9%
TAM
595
Tocqueville Asset Management
New York
$322K +$59.2K +880 +24%
PTC
596
Petrus Trust Company
Texas
$305K -$404K -6,001 -58%
FCBT
597
First Citizens Bank & Trust
North Carolina
$305K -$46K -683 -13%
Squarepoint
598
Squarepoint
New York
$304K -$25.8M -382,971 -99%
IA
599
IFP Advisors
Florida
$299K
MSU
600
Mizuho Securities USA
New York
$295K +$285K +4,234 New

WDC Hedge Fund Activity: Q1 2018 in Review

812 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2018, worth a combined $23.5B — up 17% from $20B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new WDC positions and 81 closed out — a net gain of 33 holders — while 277 added to existing stakes and 316 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $267M. The largest seller was AQR Capital Management, cutting an estimated $232M.

  • 812 institutional investors held Western Digital (WDC) as of Q1 2018, up from 788 in Q4 2017.
  • Funds reported $23.5B of Western Digital stock for Q1 2018, up 17% quarter-over-quarter.
  • 114 funds opened new Western Digital positions in Q1 2018 and 81 closed out, a net change of +33 holders.
  • The largest Western Digital buyer in Q1 2018 was Viking Global Investors, an estimated $267M added.
  • The largest Western Digital seller in Q1 2018 was AQR Capital Management, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2018.