Western Digital
WDC
569 hedge funds and large institutions have $19.5B invested in Western Digital in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 202 increasing their positions, 236 reducing their positions, and 39 closing their positions.
64% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 39
3% more funds holding
Funds holding: 551 → 569 (+18)
4% more capital invested
Capital invested by funds: $18.7B → $19.5B (+$808M)
3% more call options, than puts
Call options by funds: $186M | Put options by funds: $181M
0.99% less ownership
Funds ownership: 103.23% → 102.24% (-0.99%)
13% less funds holding in top 10
Funds holding in top 10: 23 → 20 (-3)
14% less repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 236
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$274M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$104M |
| 3 |
CCI
Columbus Circle Investors
|
+$102M |
| 4 |
Two Sigma Investments
New York
|
+$93.3M |
| 5 |
Two Sigma Advisers
New York
|
+$78.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$320M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$180M |
| 3 |
O
OppenheimerFunds
New York
|
-$158M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$80.7M |
| 5 |
AAM
Alken Asset Management
London,
United Kingdom
|
-$78.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
601
Catawba Capital Management
Roanoke,
Virginia
| – | -$229K | -3,288 | Closed |
|
|
DA
602
Denali Advisors
San Diego,
California
| – | -$185K | -2,646 | Closed |
|
|
WAS
603
Winch Advisory Services
Appleton,
Wisconsin
| – | -$172K | -2,465 | Closed |
|
|
TAM
604
Tocqueville Asset Management
New York
| – | -$137K | -1,963 | Closed |
|
|
WF
605
WealthTrust Fairport
Cleveland,
Ohio
| – | -$18K | -265 | Closed |
|
|
DADC
606
D.A. Davidson & Co
Great Falls,
Montana
| – | -$12K | -185 | Closed |
|
|
VAM
607
Visionary Asset Management
Houston,
Texas
| – | -$11K | -155 | Closed |
|
|
SSB
608
Sandy Spring Bank
Olney,
Maryland
| – | -$8K | -115 | Closed |
|
609
First Manhattan
New York
| – | -$5K | -73 | Closed |
|
WDC Hedge Fund Activity: Q3 2014 in Review
569 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q3 2014, worth a combined $19.5B — up 4.3% from $18.7B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new WDC positions and 39 closed out — a net gain of 25 holders — while 202 added to existing stakes and 236 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $274M. The largest seller was Norges Bank, cutting an estimated $320M.
- 569 institutional investors held Western Digital (WDC) as of Q3 2014, up from 551 in Q2 2014.
- Funds reported $19.5B of Western Digital stock for Q3 2014, up 4.3% quarter-over-quarter.
- 64 funds opened new Western Digital positions in Q3 2014 and 39 closed out, a net change of +25 holders.
- The largest Western Digital buyer in Q3 2014 was Wellington Management Group, an estimated $274M added.
- The largest Western Digital seller in Q3 2014 was Norges Bank, an estimated $320M sold.
Based on aggregated 13F filings for Q3 2014.