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Western Digital

774 hedge funds and large institutions have $21.7B invested in Western Digital in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 285 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 54

8% more capital invested

Capital invested by funds: $20B → $21.7B (+$1.67B)

5% more funds holding

Funds holding: 737774 (+37)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

1% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 285

0.19% less ownership

Funds ownership: 111.63%111.44% (-0.19%)

46% less call options, than puts

Call options by funds: $503M | Put options by funds: $927M

Holders
774
Holders Change
+37
Holders Change %
+5.02%
% of All Funds
19.3%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.17%
New
96
Increased
289
Reduced
285
Closed
54
Calls
$503M
Puts
$927M
Net Calls
-$424M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
601
Millennium Management
New York
$284K -$40.3M -606,279 -99%
BRWA
602
B. Riley Wealth Advisors
Florida
$281K -$61.5K -926 -18%
UR
603
USCA RIA
Texas
$278K +$276K +4,156 New
BAC
604
Boys Arnold & Co
North Carolina
$272K +$270K +4,068 New
SLAM
605
Swiss Life Asset Management
$272K +$1.53K +23 +0.6%
KCM
606
Karp Capital Management
California
$270K +$268K +4,035 New
SWA
607
SFMG Wealth Advisors
Texas
$266K
BCM
608
Bluefin Capital Management
New York
$266K +$264K +3,969 New
ZDA
609
Zweig-DiMenna Associates
New York
$266K +$264K +3,969 New
AR
610
Advisory Research
Illinois
$265K -$12.1K -182 -4%
ONB
611
Old National Bancorp
Indiana
$260K +$258K +3,890 New
FWM
612
Frontier Wealth Management
Missouri
$256K +$7.97K +120 +3%
BHC
613
Bowen Hanes & Co
Florida
$253K
DAS
614
Dynamic Advisor Solutions
Arizona
$251K +$249K +3,751 New
DC
615
Davenport & Co
Virginia
$247K +$245K +3,682 New
BCM
616
Bienville Capital Management
New York
$244K -$2.19K -33 -0.9%
AI
617
Accredited Investors
Minnesota
$240K +$930 +14 +0.4%
SHWM
618
Smith & Howard Wealth Management
Georgia
$237K +$2.72K +41 +1%
EGM
619
Engineers Gate Manager
New York
$236K -$1.57M -23,642 -87%
PCMC
620
Paragon Capital Management (Colorado)
Colorado
$232K +$230K +3,468 New
HCM
621
Highbridge Capital Management
New York
$230K +$229K +3,440 New
SFS
622
Sowell Financial Services
Arkansas
$229K -$1.53M -22,995 -86%
CIAN
623
Capstone Investment Advisors (Netherlands)
New York
$229K -$119K -1,794 -34%
Capital Fund Management (CFM)
624
Capital Fund Management (CFM)
France
$227K +$225K +3,392 New
KA
625
Kovack Advisors
Florida
$224K +$223K +3,351 New

WDC Hedge Fund Activity: Q2 2017 in Review

774 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2017, worth a combined $21.7B — up 8.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new WDC positions and 54 closed out — a net gain of 42 holders — while 289 added to existing stakes and 285 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $199M.

  • 774 institutional investors held Western Digital (WDC) as of Q2 2017, up from 737 in Q1 2017.
  • Funds reported $21.7B of Western Digital stock for Q2 2017, up 8.4% quarter-over-quarter.
  • 96 funds opened new Western Digital positions in Q2 2017 and 54 closed out, a net change of +42 holders.
  • The largest Western Digital buyer in Q2 2017 was Capital World Investors, an estimated $1.01B added.
  • The largest Western Digital seller in Q2 2017 was Fidelity Investments, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2017.