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Western Digital

737 hedge funds and large institutions have $20B invested in Western Digital in 2017 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 3645 (+9)

21% more call options, than puts

Call options by funds: $816M | Put options by funds: $676M

20% more capital invested

Capital invested by funds: $16.7B → $20B (+$3.35B)

3% more funds holding

Funds holding: 714737 (+23)

5% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 285

2.29% less ownership

Funds ownership: 113.92%111.63% (-2.3%)

Holders
737
Holders Change
+23
Holders Change %
+3.22%
% of All Funds
18.35%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
1.12%
New
95
Increased
270
Reduced
285
Closed
62
Calls
$816M
Puts
$676M
Net Calls
+$140M
Net Calls Change
+$481M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
626
Acrospire Investment Management
Illinois
$112K +$103K +1,799 New
ABA
627
American Beacon Advisors
Texas
$111K +$102K +1,771 New
SBA
628
Seven Bridges Advisors
New York
$108K +$345 +6 +0.3%
YWP
629
YorkBridge Wealth Partners
New York
$102K -$46.1K -802 -34%
WB
630
Webster Bank
Connecticut
$99K
GLI
631
Guardian Life Insurance
New York
$92K +$1.44K +25 +2%
BL
632
Balentine LLC
Georgia
$86K
FCMT
633
Founders Capital Management (Texas)
Texas
$85K +$78K +1,357 New
NFG
634
Next Financial Group
Texas
$83K -$60K -1,045 -46%
NSIM
635
North Star Investment Management
Illinois
$83K
PA
636
Parallel Advisors
California
$73K -$6.38K -111 -9%
GAM
637
Gemmer Asset Management
California
$67K +$172 +3 +0.3%
RIM
638
Rampart Investment Management
Connecticut
$66K -$1.18M -20,523 -95%
PVH
639
Psagot Value Holdings
Israel
$66K
ACS
640
Archford Capital Strategies
Illinois
$65K +$59.5K +1,035 New
WAM
641
Wealthspire Advisors (Maryland)
Maryland
$63K +$10.6K +184 +22%
WA
642
WealthTrust-Arizona
Arizona
$61K +$6.15K +107 +12%
TCM
643
Tradewinds Capital Management
Washington
$51K +$12.5K +218 +36%
FCB
644
First Command Bank
Texas
$50K
FCFS
645
First Command Financial Services
Texas
$50K
QCG
646
Quadrant Capital Group
Ohio
$41K -$26.6K -463 -39%
KPCM
647
Kings Point Capital Management
New York
$41K +$38K +662 New
MPWT
648
MassMutual Private Wealth & Trust
Connecticut
$40.4K
AF
649
Allworth Financial
California
$37K +$172 +3 +0.5%
FHA
650
First Horizon Advisors
Tennessee
$36K -$20.8K -362 -40%

WDC Hedge Fund Activity: Q1 2017 in Review

737 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2017, worth a combined $20B — up 20% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new WDC positions and 62 closed out — a net gain of 33 holders — while 270 added to existing stakes and 285 trimmed.

The largest buyer was BlackRock, adding an estimated $1.34B. The largest seller was Franklin Resources, cutting an estimated $296M.

  • 737 institutional investors held Western Digital (WDC) as of Q1 2017, up from 714 in Q4 2016.
  • Funds reported $20B of Western Digital stock for Q1 2017, up 20% quarter-over-quarter.
  • 95 funds opened new Western Digital positions in Q1 2017 and 62 closed out, a net change of +33 holders.
  • The largest Western Digital buyer in Q1 2017 was BlackRock, an estimated $1.34B added.
  • The largest Western Digital seller in Q1 2017 was Franklin Resources, an estimated $296M sold.

Based on aggregated 13F filings for Q1 2017.