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Western Digital

812 hedge funds and large institutions have $23.5B invested in Western Digital in 2018 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 277 increasing their positions, 316 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 1628 (+12)

41% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 81

17% more capital invested

Capital invested by funds: $20B → $23.5B (+$3.45B)

3% more funds holding

Funds holding: 788812 (+24)

0.58% more ownership

Funds ownership: 112.74%113.32% (+0.58%)

12% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 316

25% less call options, than puts

Call options by funds: $587M | Put options by funds: $785M

Holders
812
Holders Change
+24
Holders Change %
+3.05%
% of All Funds
18.61%
Holding in Top 10
28
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+75%
% of All Funds
0.64%
New
114
Increased
277
Reduced
316
Closed
81
Calls
$587M
Puts
$785M
Net Calls
-$199M
Net Calls Change
+$313M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
601
Harel Insurance Investments & Financial Services
Israel
$294K +$84.5K +1,256 +42%
SPC
602
Sigma Planning Corp
Michigan
$293K +$5.99K +89 +2%
PCMC
603
Paragon Capital Management (Colorado)
Colorado
$287K +$43.7K +649 +19%
SCCM
604
Schafer Cullen Capital Management
New York
$285K +$275K +4,088 New
LOAME
605
Lombard Odier Asset Management (Europe)
United Kingdom
$284K -$18.6K -277 -6%
SWA
606
SFMG Wealth Advisors
Texas
$277K
PCM
607
Palisade Capital Management
New Jersey
$277K +$267K +3,969 New
IA
608
IFG Advisory
Georgia
$273K -$53K -787 -17%
APP
609
Avantax Planning Partners
Iowa
$265K -$18.2K -271 -7%
PHK
610
Point72 Hong Kong
Hong Kong
$263K +$254K +3,767 New
LCM
611
Landscape Capital Management
New Jersey
$263K +$254K +3,772 New
GT
612
Greenleaf Trust
Michigan
$262K +$228K +3,387 +930%
CEP
613
Chicago Equity Partners
Illinois
$259K -$4.42M -65,607 -95%
VFA
614
Voya Financial Advisors
Connecticut
$257K -$15.5K -230 -6%
HPC
615
Hobart Private Capital
North Carolina
$257K +$248K +3,682 New
Brown Advisory
616
Brown Advisory
Maryland
$255K -$1.46M -21,699 -86%
SWP
617
Stratos Wealth Partners
Ohio
$253K -$53.4K -793 -18%
TI
618
Telemetry Investments
New York
$252K +$243K +3,612 New
IWM
619
IHT Wealth Management
Illinois
$248K -$205K -3,043 -45%
CPO
620
Cerity Partners OCIO
New York
$248K -$7.94K -118 -3%
CRWM
621
Castle Rock Wealth Management
California
$245K
Mariner
622
Mariner
Kansas
$243K +$234K +3,479 New
GCAC
623
Guardian Capital Advisors (Canada)
Ontario, Canada
$238K +$236K +3,506 New
AI
624
Accredited Investors
Minnesota
$236K +$471 +7 +0.2%
II
625
Inspire Investing
Idaho
$236K +$30.4K +451 +15%

WDC Hedge Fund Activity: Q1 2018 in Review

812 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2018, worth a combined $23.5B — up 17% from $20B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new WDC positions and 81 closed out — a net gain of 33 holders — while 277 added to existing stakes and 316 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $267M. The largest seller was AQR Capital Management, cutting an estimated $232M.

  • 812 institutional investors held Western Digital (WDC) as of Q1 2018, up from 788 in Q4 2017.
  • Funds reported $23.5B of Western Digital stock for Q1 2018, up 17% quarter-over-quarter.
  • 114 funds opened new Western Digital positions in Q1 2018 and 81 closed out, a net change of +33 holders.
  • The largest Western Digital buyer in Q1 2018 was Viking Global Investors, an estimated $267M added.
  • The largest Western Digital seller in Q1 2018 was AQR Capital Management, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2018.