Western Digital
WDC
568 hedge funds and large institutions have $12.9B invested in Western Digital in 2015 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 220 increasing their positions, 196 reducing their positions, and 69 closing their positions.
42% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 69
12% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 196
4% more funds holding
Funds holding: 546 → 568 (+22)
3.59% more ownership
Funds ownership: 105.49% → 109.08% (+3.6%)
22% less capital invested
Capital invested by funds: $16.4B → $12.9B (-$3.54B)
28% less call options, than puts
Call options by funds: $214M | Put options by funds: $296M
67% less funds holding in top 10
Funds holding in top 10: 15 → 5 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$412M |
| 2 |
ClearBridge Investments
New York
|
+$356M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$343M |
| 4 |
AAM
Amerigo Asset Management
George Town,
Cayman Islands
|
+$185M |
| 5 |
Neuberger Berman Group
New York
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$385M |
| 2 |
D.E. Shaw & Co
New York
|
-$174M |
| 3 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$167M |
| 4 |
IIM
Ivory Investment Management
New York
|
-$131M |
| 5 |
AAM
Alken Asset Management
London,
United Kingdom
|
-$115M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBHC
626
Brown Brothers Harriman & Co
New York
| – | -$32K | -529 | Closed |
|
|
CK
627
Carnick & Kubik
Colorado Springs,
Colorado
| – | -$23.8K | -397 | Closed |
|
|
CBT
628
Central Bank & Trust
Lexington,
Kentucky
| – | -$22K | -364 | Closed |
|
|
DSC
629
Duncker Streett & Co
St. Louis,
Missouri
| – | -$12K | -198 | Closed |
|
|
MPWT
630
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$11.5K | -156 | Closed |
|
631
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$8K | -132 | Closed |
|
|
BCM
632
Brookstone Capital Management
Wheaton,
Illinois
| – | -$8K | -127 | Closed |
|
|
OSAM
633
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$6K | -103 | Closed |
|
|
SIM
634
Sonora Investment Management
Tucson,
Arizona
| – | -$6K | -102 | Closed |
|
|
NMIS
635
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | -$3K | -44 | Closed |
|
|
BFEC
636
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | +$51 | +1 | New |
|
WDC Hedge Fund Activity: Q4 2015 in Review
568 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2015, worth a combined $12.9B — down 22% from $16.4B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new WDC positions and 69 closed out — a net gain of 29 holders — while 220 added to existing stakes and 196 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $412M. The largest seller was Citadel Advisors, cutting an estimated $385M.
- 568 institutional investors held Western Digital (WDC) as of Q4 2015, up from 546 in Q3 2015.
- Funds reported $12.9B of Western Digital stock for Q4 2015, down 22% quarter-over-quarter.
- 98 funds opened new Western Digital positions in Q4 2015 and 69 closed out, a net change of +29 holders.
- The largest Western Digital buyer in Q4 2015 was Fidelity Investments, an estimated $412M added.
- The largest Western Digital seller in Q4 2015 was Citadel Advisors, an estimated $385M sold.
Based on aggregated 13F filings for Q4 2015.