We are live on ! Find out more
WDC icon

Western Digital

792 hedge funds and large institutions have $19.1B invested in Western Digital in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 330 increasing their positions, 268 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 268

2% less funds holding

Funds holding: 812792 (-20)

4.26% less ownership

Funds ownership: 113.32%109.07% (-4.3%)

11% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 90

19% less capital invested

Capital invested by funds: $23.5B → $19.1B (-$4.38B)

43% less funds holding in top 10

Funds holding in top 10: 2816 (-12)

44% less call options, than puts

Call options by funds: $452M | Put options by funds: $800M

Holders
792
Holders Change
-20
Holders Change %
-2.46%
% of All Funds
18.13%
Holding in Top 10
16
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-42.86%
% of All Funds
0.37%
New
80
Increased
330
Reduced
268
Closed
90
Calls
$452M
Puts
$800M
Net Calls
-$348M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
601
William Blair & Company
Illinois
$239K -$49.8K -782 -16%
SCCM
602
Schafer Cullen Capital Management
New York
$239K
LOAME
603
Lombard Odier Asset Management (Europe)
United Kingdom
$238K
BHB
604
Bank Hapoalim BM
Israel
$238K +$259K +4,066 New
ATFA
605
All Terrain Financial Advisors
Minnesota
$236K +$253K +3,969 +6,402%
BFO
606
Biltmore Family Office
North Carolina
$234K -$238K -3,737 -48%
SWA
607
SFMG Wealth Advisors
Texas
$232K
VWA
608
V Wealth Advisors
Kansas
$232K +$50.1K +787 +26%
JIC
609
Johnson Investment Counsel
Ohio
$232K +$253K +3,969 New
FCBT
610
First Citizens Bank & Trust
North Carolina
$229K -$29.9K -470 -11%
GCA
611
Gideon Capital Advisors
New York
$227K -$53.7K -844 -18%
IA
612
IFG Advisory
Georgia
$226K -$3.05K -48 -1%
SM
613
Sciencast Management
New Jersey
$224K +$243K +3,826 New
CAAS
614
Capital Asset Advisory Services
Michigan
$223K +$242K +3,810 New
VFA
615
Voya Financial Advisors
Connecticut
$221K +$2.93K +46 +1%
AW
616
ACG Wealth
Georgia
$221K +$36.6K +576 +18%
VI
617
Versor Investments
New York
$217K -$1.65M -25,889 -87%
GXMC
618
Global X Management Company
New York
$216K -$362K -5,696 -61%
CPH
619
C Partners Holding
Switzerland
$211K +$18.8K +296 +9%
NVCHI
620
New Vernon Capital Holdings II
New Jersey
$206K +$224K +3,514 New
CRWM
621
Castle Rock Wealth Management
California
$205K
IIM
622
Intact Investment Management
Quebec, Canada
$201K +$219K +3,440 New
SWM
623
SeaCrest Wealth Management
New York
$193K +$12.3K +193 +6%
RWP
624
RWA Wealth Partners
Massachusetts
$191K
GWM
625
Geneos Wealth Management
Colorado
$184K +$14.3K +225 +8%

WDC Hedge Fund Activity: Q2 2018 in Review

792 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2018, worth a combined $19.1B — down 19% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of WDC and 80 opened new positions — a net loss of 10 holders — while 268 trimmed existing stakes and 330 added.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was AQR Capital Management, cutting an estimated $285M.

  • 792 institutional investors held Western Digital (WDC) as of Q2 2018, down from 812 in Q1 2018.
  • Funds reported $19.1B of Western Digital stock for Q2 2018, down 19% quarter-over-quarter.
  • 80 funds opened new Western Digital positions in Q2 2018 and 90 closed out, a net change of -10 holders.
  • The largest Western Digital buyer in Q2 2018 was BlackRock, an estimated $141M added.
  • The largest Western Digital seller in Q2 2018 was AQR Capital Management, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2018.