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Western Digital

737 hedge funds and large institutions have $20B invested in Western Digital in 2017 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 3645 (+9)

21% more call options, than puts

Call options by funds: $816M | Put options by funds: $676M

20% more capital invested

Capital invested by funds: $16.7B → $20B (+$3.35B)

3% more funds holding

Funds holding: 714737 (+23)

5% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 285

2.29% less ownership

Funds ownership: 113.92%111.63% (-2.3%)

Holders
737
Holders Change
+23
Holders Change %
+3.22%
% of All Funds
18.35%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
1.12%
New
95
Increased
270
Reduced
285
Closed
62
Calls
$816M
Puts
$676M
Net Calls
+$140M
Net Calls Change
+$481M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
601
Private Advisory Group
Washington
$214K -$128K -2,225 -39%
TRCT
602
Tower Research Capital (TRC)
New York
$212K -$577K -10,052 -75%
EPM
603
Equitec Proprietary Markets
Illinois
$212K -$42.6K -742 -18%
BAM
604
Berkshire Asset Management
Pennsylvania
$207K -$44.2K -769 -19%
EHWM
605
Eads & Heald Wealth Management
Georgia
$202K -$53.1K -924 -22%
TCM
606
Teza Capital Management
Illinois
$202K +$186K +3,244 New
GWM
607
GSB Wealth Management
Connecticut
$200K +$184K +3,206 New
SA
608
SpiderRock Advisors
Delaware
$190K
PCM
609
Penserra Capital Management
California
$189K -$16.4K -286 -9%
CAW
610
Cornerstone Advisors (Washington)
Washington
$188K
ARMT
611
Amica Retiree Medical Trust
Rhode Island
$182K
GWM
612
Geneos Wealth Management
Colorado
$178K -$632 -11 -0.4%
SOADOR
613
State of Alaska Department of Revenue
Alaska
$178K +$165K +2,864 New
CL
614
Choreo LLC
Illinois
$158K +$876K +15,242 +39%
NIPH
615
NN Investment Partners Holdings
Netherlands
$152K
HNB
616
Huntington National Bank
Ohio
$151K -$37.5K -652 -21%
MFW
617
Mosaic Family Wealth
Missouri
$142K -$5.17K -90 -4%
GBT
618
Grove Bank & Trust
Florida
$136K +$75.3K +1,310 +150%
RCG
619
Ruggie Capital Group
Florida
$127K +$117K +2,043 New
NAMA
620
Nikko Asset Management Americas
New York
$124K +$114K +1,985 New
AAP
621
Arax Advisory Partners
Colorado
$119K +$23.3K +405 +27%
MA
622
MUFG Americas
New York
$118K -$24K -418 -18%
HCA
623
Harbour Capital Advisors
Virginia
$117K +$108K +1,872 New
KF
624
Krilogy Financial
Missouri
$116K
RFA
625
Reilly Financial Advisors
California
$114K +$35K +609 +50%

WDC Hedge Fund Activity: Q1 2017 in Review

737 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2017, worth a combined $20B — up 20% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new WDC positions and 62 closed out — a net gain of 33 holders — while 270 added to existing stakes and 285 trimmed.

The largest buyer was BlackRock, adding an estimated $1.34B. The largest seller was Franklin Resources, cutting an estimated $296M.

  • 737 institutional investors held Western Digital (WDC) as of Q1 2017, up from 714 in Q4 2016.
  • Funds reported $20B of Western Digital stock for Q1 2017, up 20% quarter-over-quarter.
  • 95 funds opened new Western Digital positions in Q1 2017 and 62 closed out, a net change of +33 holders.
  • The largest Western Digital buyer in Q1 2017 was BlackRock, an estimated $1.34B added.
  • The largest Western Digital seller in Q1 2017 was Franklin Resources, an estimated $296M sold.

Based on aggregated 13F filings for Q1 2017.