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Western Digital

792 hedge funds and large institutions have $19.1B invested in Western Digital in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 330 increasing their positions, 268 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 268

2% less funds holding

Funds holding: 812792 (-20)

4.26% less ownership

Funds ownership: 113.32%109.07% (-4.3%)

11% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 90

19% less capital invested

Capital invested by funds: $23.5B → $19.1B (-$4.38B)

43% less funds holding in top 10

Funds holding in top 10: 2816 (-12)

44% less call options, than puts

Call options by funds: $452M | Put options by funds: $800M

Holders
792
Holders Change
-20
Holders Change %
-2.46%
% of All Funds
18.13%
Holding in Top 10
16
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-42.86%
% of All Funds
0.37%
New
80
Increased
330
Reduced
268
Closed
90
Calls
$452M
Puts
$800M
Net Calls
-$348M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
576
Davenport & Co
Virginia
$296K -$19.8K -311 -6%
OWA
577
One Wealth Advisors
California
$294K +$320K +5,022 New
FA
578
FDx Advisors
Illinois
$292K +$18.4K +289 +6%
LCM
579
Logan Capital Management
Pennsylvania
$288K
HPC
580
Hobart Private Capital
North Carolina
$288K +$78.5K +1,234 +34%
LFAS
581
Level Four Advisory Services
Texas
$287K -$441K -6,932 -59%
SAM
582
Strategy Asset Managers
California
$274K +$298K +4,686 New
GT
583
Greenleaf Trust
Michigan
$273K +$58.1K +913 +24%
PIA
584
Piedmont Investment Advisors
North Carolina
$272K -$1.8M -28,277 -86%
Loomis, Sayles & Company
585
Loomis, Sayles & Company
Massachusetts
$272K +$222K +3,482 +296%
PL
586
Parkwood LLC
Ohio
$271K -$85.5K -1,344 -22%
SC
587
Saturna Capital
Washington
$271K -$42.1K -661 -12%
CA
588
Cetera Advisors
Colorado
$268K +$93.5K +1,469 +47%
FNT
589
First National Trust
Pennsylvania
$267K -$38.5K -605 -12%
KIA
590
KCM Investment Advisors
California
$263K -$48.4K -760 -14%
SWP
591
Stratos Wealth Partners
Ohio
$254K +$44.7K +703 +19%
ZCA
592
Zeke Capital Advisors
Pennsylvania
$253K -$383K -6,017 -58%
IWM
593
IHT Wealth Management
Illinois
$248K +$38.3K +602 +17%
HIIFS
594
Harel Insurance Investments & Financial Services
Israel
$247K
PTC
595
Petrus Trust Company
Texas
$245K -$12.5K -197 -4%
XS
596
XR Securities
Illinois
$242K +$263K +4,136 New
CSS
597
Cubist Systematic Strategies
Connecticut
$241K -$2.46M -38,661 -90%
TAM
598
Tocqueville Asset Management
New York
$241K -$32.1K -505 -11%
Holocene Advisors
599
Holocene Advisors
New York
$241K +$262K +4,120 New
SPC
600
Sigma Planning Corp
Michigan
$240K -$6.36K -100 -2%

WDC Hedge Fund Activity: Q2 2018 in Review

792 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2018, worth a combined $19.1B — down 19% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of WDC and 80 opened new positions — a net loss of 10 holders — while 268 trimmed existing stakes and 330 added.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was AQR Capital Management, cutting an estimated $285M.

  • 792 institutional investors held Western Digital (WDC) as of Q2 2018, down from 812 in Q1 2018.
  • Funds reported $19.1B of Western Digital stock for Q2 2018, down 19% quarter-over-quarter.
  • 80 funds opened new Western Digital positions in Q2 2018 and 90 closed out, a net change of -10 holders.
  • The largest Western Digital buyer in Q2 2018 was BlackRock, an estimated $141M added.
  • The largest Western Digital seller in Q2 2018 was AQR Capital Management, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2018.