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Western Digital

634 hedge funds and large institutions have $9.12B invested in Western Digital in 2018 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 267 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.14% more ownership

Funds ownership: 111.52%113.66% (+2.1%)

9% less funds holding

Funds holding: 697634 (-63)

20% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 267

25% less call options, than puts

Call options by funds: $329M | Put options by funds: $440M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

36% less capital invested

Capital invested by funds: $14.4B → $9.12B (-$5.24B)

39% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 150

Holders
634
Holders Change
-63
Holders Change %
-9.04%
% of All Funds
14.13%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.16%
New
92
Increased
213
Reduced
267
Closed
150
Calls
$329M
Puts
$440M
Net Calls
-$110M
Net Calls Change
+$197M
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
601
Cable Hill Partners
Oregon
$2K -$12.4K -350 -80%
ME
602
McIlrath & Eck
Washington
$2K -$4.22K -119 -61%
JFGIW
603
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$2.34K -66 -46%
LNB
604
Ledyard National Bank
$2K
PMFA
605
Plante Moran Financial Advisors
Michigan
$2K
RAM
606
Riggs Asset Management
Pennsylvania
$2K
MOS
607
MGO One Seven
Ohio
$2K +$2.87K +81 New
AIA
608
Alera Investment Advisors
Illinois
$2K +$2.94K +83 New
ED
609
Exane Derivatives
France
$1.51K -$2.43M -68,536 -100%
SWA
610
Sutton Wealth Advisors
Florida
$1.03K +$992 +28 +311%
AF
611
Advisornet Financial
Minnesota
$1K -$6.7K -189 -86%
AAP
612
Arax Advisory Partners
Colorado
$1K -$1.35K -38 -58%
TFO
613
Tarbox Family Office
California
$1K -$673 -19 -33%
NR
614
Newfound Research
Massachusetts
$1K -$71 -2 -6%
First Manhattan
615
First Manhattan
New York
$1K
LBG
616
Lloyds Banking Group
United Kingdom
$1K
OFW
617
Omnia Family Wealth
Florida
$1K
SIAP
618
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K
BWM
619
Baystate Wealth Management
Massachusetts
$1K +$35 +1 +2%
JFA
620
JNBA Financial Advisors
Minnesota
$1K +$35 +1 +5%
GWS
621
Glassman Wealth Services
Virginia
$1K +$390 +11 +138%
LPWM
622
Lake Point Wealth Management
Texas
$1K +$673 +19 New
FCB
623
First Command Bank
Texas
$1K +$1.42K +40 New
FCFS
624
First Command Financial Services
Texas
$1K +$1.42K +40 New
LC
625
Lavaca Capital
Texas
$1K +$1.45K +41 New

WDC Hedge Fund Activity: Q4 2018 in Review

634 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2018, worth a combined $9.12B — down 36% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of WDC and 92 opened new positions — a net loss of 58 holders — while 267 trimmed existing stakes and 213 added.

The largest buyer was American International Group, adding an estimated $332M. The largest seller was Capital International Investors, exiting entirely with an estimated $140M sold.

  • 634 institutional investors held Western Digital (WDC) as of Q4 2018, down from 697 in Q3 2018.
  • Funds reported $9.12B of Western Digital stock for Q4 2018, down 36% quarter-over-quarter.
  • 92 funds opened new Western Digital positions in Q4 2018 and 150 closed out, a net change of -58 holders.
  • The largest Western Digital buyer in Q4 2018 was American International Group, an estimated $332M added.
  • The largest Western Digital seller in Q4 2018 was Capital International Investors, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2018.