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Western Digital

774 hedge funds and large institutions have $21.7B invested in Western Digital in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 285 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 54

8% more capital invested

Capital invested by funds: $20B → $21.7B (+$1.67B)

5% more funds holding

Funds holding: 737774 (+37)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

1% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 285

0.19% less ownership

Funds ownership: 111.63%111.44% (-0.19%)

46% less call options, than puts

Call options by funds: $503M | Put options by funds: $927M

Holders
774
Holders Change
+37
Holders Change %
+5.02%
% of All Funds
19.3%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.17%
New
96
Increased
289
Reduced
285
Closed
54
Calls
$503M
Puts
$927M
Net Calls
-$424M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
626
Ledyard National Bank
$222K -$3.99M -60,084 -95%
BAM
627
Berkshire Asset Management
Pennsylvania
$222K
TCM
628
Traynor Capital Management
Pennsylvania
$222K +$216K +3,244 New
JGC
629
J. Goldman & Co
New York
$221K +$220K +3,308 New
ZCA
630
Zeke Capital Advisors
Pennsylvania
$220K +$218K +3,284 New
KF
631
Krilogy Financial
Missouri
$218K +$67.2K +1,012 +45%
GIA
632
Guyasuta Investment Advisors
Pennsylvania
$217K -$278K -4,180 -56%
TA
633
Tiedemann Advisors
New York
$217K +$215K +3,239 New
BUB
634
BBVA USA Bancshares
Texas
$215K -$49.2K -741 -19%
GWM
635
GSB Wealth Management
Connecticut
$215K
AFP
636
Ausdal Financial Partners
Iowa
$214K +$212K +3,192 New
KFS
637
Kissinger Financial Services
Maryland
$213K +$211K +3,177 New
GCA
638
Greenwood Capital Associates
South Carolina
$209K +$208K +3,124 New
SIM
639
SSI Investment Management
California
$207K +$205K +3,083 New
EGA
640
Eagle Global Advisors
Texas
$203K +$201K +3,024 New
CAW
641
Cornerstone Advisors (Washington)
Washington
$200K -$1.99K -30 -1%
SBA
642
Seven Bridges Advisors
New York
$199K +$81.8K +1,231 +71%
ARMT
643
Amica Retiree Medical Trust
Rhode Island
$195K
GBT
644
Grove Bank & Trust
Florida
$195K +$48.2K +726 +33%
GWM
645
Geneos Wealth Management
Colorado
$191K
SLF
646
Sun Life Financial
Ontario, Canada
$188K +$185K +2,789 +16,406%
EPM
647
Equitec Proprietary Markets
Illinois
$183K -$43.9K -661 -19%
HNB
648
Huntington National Bank
Ohio
$174K +$12.4K +187 +8%
SFG
649
SevenBridge Financial Group
Pennsylvania
$170K +$150K +2,263 +860%
SA
650
SpiderRock Advisors
Delaware
$160K

WDC Hedge Fund Activity: Q2 2017 in Review

774 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2017, worth a combined $21.7B — up 8.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new WDC positions and 54 closed out — a net gain of 42 holders — while 289 added to existing stakes and 285 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $199M.

  • 774 institutional investors held Western Digital (WDC) as of Q2 2017, up from 737 in Q1 2017.
  • Funds reported $21.7B of Western Digital stock for Q2 2017, up 8.4% quarter-over-quarter.
  • 96 funds opened new Western Digital positions in Q2 2017 and 54 closed out, a net change of +42 holders.
  • The largest Western Digital buyer in Q2 2017 was Capital World Investors, an estimated $1.01B added.
  • The largest Western Digital seller in Q2 2017 was Fidelity Investments, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2017.