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Western Digital

812 hedge funds and large institutions have $23.5B invested in Western Digital in 2018 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 277 increasing their positions, 316 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 1628 (+12)

41% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 81

17% more capital invested

Capital invested by funds: $20B → $23.5B (+$3.45B)

3% more funds holding

Funds holding: 788812 (+24)

0.58% more ownership

Funds ownership: 112.74%113.32% (+0.58%)

12% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 316

25% less call options, than puts

Call options by funds: $587M | Put options by funds: $785M

Holders
812
Holders Change
+24
Holders Change %
+3.05%
% of All Funds
18.61%
Holding in Top 10
28
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+75%
% of All Funds
0.64%
New
114
Increased
277
Reduced
316
Closed
81
Calls
$587M
Puts
$785M
Net Calls
-$199M
Net Calls Change
+$313M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
626
Berkshire Asset Management
Pennsylvania
$232K +$224K +3,322 New
CPH
627
C Partners Holding
Switzerland
$231K -$38.7K -575 -15%
GIA
628
Guyasuta Investment Advisors
Pennsylvania
$227K +$219K +3,260 New
RWP
629
RWA Wealth Partners
Massachusetts
$227K +$220K +3,261 New
NFG
630
Next Financial Group
Texas
$226K +$218K +3,241 New
GWM
631
GSB Wealth Management
Connecticut
$224K +$216K +3,206 New
AW
632
ACG Wealth
Georgia
$224K +$216K +3,208 New
LP
633
LMR Partners
United Kingdom
$223K
CA
634
Cetera Advisors
Colorado
$219K +$213K +3,158 New
SWM
635
SeaCrest Wealth Management
New York
$217K +$43.1K +640 +26%
IAA
636
Independent Advisor Alliance
North Carolina
$217K +$224K +3,325 New
RA
637
Rational Advisors
New York
$216K +$208K +3,094 New
BHC
638
Bowen Hanes & Co
Florida
$211K +$203K +3,023 New
CAW
639
Cornerstone Advisors (Washington)
Washington
$208K -$2.02K -30 -1%
VWA
640
V Wealth Advisors
Kansas
$206K +$206K +3,056 New
GWM
641
Geneos Wealth Management
Colorado
$204K -$67 -1 -0%
AIM
642
Advantage Investment Management
Iowa
$202K +$30.9K +459 +19%
NAM
643
NorthCoast Asset Management
Connecticut
$200K +$194K +2,875 New
PCG
644
Private Capital Group
Connecticut
$193K +$32.6K +485 +21%
SCM
645
Silvant Capital Management
Georgia
$191K +$184K +2,728 New
C
646
Cerebellum
California
$190K +$47.5K +706 +35%
IWP
647
Icon Wealth Partners
Texas
$184K -$14K -208 -7%
HNB
648
Huntington National Bank
Ohio
$183K +$29.1K +432 +20%
IFAM
649
Institutional & Family Asset Management
Colorado
$183K +$177K +2,626 New
S
650
SignatureFD
Georgia
$178K +$172K +2,552 New

WDC Hedge Fund Activity: Q1 2018 in Review

812 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2018, worth a combined $23.5B — up 17% from $20B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new WDC positions and 81 closed out — a net gain of 33 holders — while 277 added to existing stakes and 316 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $267M. The largest seller was AQR Capital Management, cutting an estimated $232M.

  • 812 institutional investors held Western Digital (WDC) as of Q1 2018, up from 788 in Q4 2017.
  • Funds reported $23.5B of Western Digital stock for Q1 2018, up 17% quarter-over-quarter.
  • 114 funds opened new Western Digital positions in Q1 2018 and 81 closed out, a net change of +33 holders.
  • The largest Western Digital buyer in Q1 2018 was Viking Global Investors, an estimated $267M added.
  • The largest Western Digital seller in Q1 2018 was AQR Capital Management, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2018.