We are live on ! Find out more
WDC icon

Western Digital

569 hedge funds and large institutions have $10.8B invested in Western Digital in 2016 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 272 increasing their positions, 168 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

62% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 168

9.48% more ownership

Funds ownership: 109.08%118.56% (+9.5%)

9% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 74

8% more call options, than puts

Call options by funds: $483M | Put options by funds: $445M

0% more funds holding

Funds holding: 568569 (+1)

16% less capital invested

Capital invested by funds: $12.9B → $10.8B (-$2.09B)

Holders
569
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
15.16%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.24%
New
81
Increased
272
Reduced
168
Closed
74
Calls
$483M
Puts
$445M
Net Calls
+$37.8M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
601
Lyons Wealth Management
Florida
-$601K -13,230 Closed
SC
602
Saturna Capital
Washington
-$570K -12,569 Closed
LCM
603
Landscape Capital Management
New Jersey
-$552K -12,165 Closed
WIS
604
Wright Investors Service
Connecticut
-$549K -12,100 Closed
CWM
605
Calamos Wealth Management
Illinois
-$523K -11,533 Closed
SW
606
SVB Wealth
Massachusetts
-$497K -10,940 Closed
V
607
Veritable
Delaware
-$436K -9,608 Closed
BOH
608
Bank of Hawaii
Hawaii
-$397K -8,746 Closed
MYLI
609
Meiji Yasuda Life Insurance
Japan
-$381K -8,388 Closed
QC
610
QCM Cayman
Texas
-$372K -8,188 Closed
CIA
611
Choate Investment Advisors
Massachusetts
-$609K -7,283 Closed
RFC
612
Regions Financial Corp
Alabama
-$327K -7,196 Closed
QSS
613
Quantitative Systematic Strategies
Florida
-$316K -6,860 Closed
TNBTD
614
Trustmark National Bank Trust Department
Mississippi
-$309K -6,808 Closed
ONB
615
Old National Bancorp
Indiana
-$304K -6,710 Closed
SAM
616
Symphony Asset Management
California
-$300K -6,620 Closed
MF
617
Magnetar Financial
Illinois
-$212K -5,918 Closed
ACI
618
Advance Capital I
Michigan
-$252K -5,557 Closed
ST
619
Spot Trading
Illinois
-$198K -5,530 Closed
FMA
620
FNY Managed Accounts
New York
-$240K -5,292 Closed
FNBT
621
FineMark National Bank & Trust
Florida
-$219K -4,829 Closed
RIM
622
Regent Investment Management
Kentucky
-$209K -4,597 Closed
KA
623
Kovack Advisors
Florida
-$207K -4,570 Closed
ST
624
Smithfield Trust
Pennsylvania
-$194K -4,261 Closed
TF
625
Tompkins Financial
New York
-$108K -2,379 Closed

WDC Hedge Fund Activity: Q1 2016 in Review

569 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2016, worth a combined $10.8B — down 16% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new WDC positions and 74 closed out — a net gain of 7 holders — while 272 added to existing stakes and 168 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $450M. The largest seller was Boston Partners, cutting an estimated $252M.

  • 569 institutional investors held Western Digital (WDC) as of Q1 2016, up from 568 in Q4 2015.
  • Funds reported $10.8B of Western Digital stock for Q1 2016, down 16% quarter-over-quarter.
  • 81 funds opened new Western Digital positions in Q1 2016 and 74 closed out, a net change of +7 holders.
  • The largest Western Digital buyer in Q1 2016 was T. Rowe Price Associates, an estimated $450M added.
  • The largest Western Digital seller in Q1 2016 was Boston Partners, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2016.