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Western Digital

792 hedge funds and large institutions have $19.1B invested in Western Digital in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 330 increasing their positions, 268 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 268

2% less funds holding

Funds holding: 812792 (-20)

4.26% less ownership

Funds ownership: 113.32%109.07% (-4.3%)

11% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 90

19% less capital invested

Capital invested by funds: $23.5B → $19.1B (-$4.38B)

43% less funds holding in top 10

Funds holding in top 10: 2816 (-12)

44% less call options, than puts

Call options by funds: $452M | Put options by funds: $800M

Holders
792
Holders Change
-20
Holders Change %
-2.46%
% of All Funds
18.13%
Holding in Top 10
16
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-42.86%
% of All Funds
0.37%
New
80
Increased
330
Reduced
268
Closed
90
Calls
$452M
Puts
$800M
Net Calls
-$348M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
626
Trilogy Capital
California
$181K +$190K +2,988 +2,767%
ABA
627
American Beacon Advisors
Texas
$177K +$69.6K +1,094 +57%
CAW
628
Cornerstone Advisors (Washington)
Washington
$176K +$2.1K +33 +1%
Qube Research & Technologies (QRT)
629
Qube Research & Technologies (QRT)
United Kingdom
$174K +$159K +2,506 +537%
AIM
630
Advantage Investment Management
Iowa
$168K -$827 -13 -0.4%
RFC
631
Regions Financial Corp
Alabama
$167K -$169K -2,661 -48%
SMFS
632
Squar Milner Financial Services
California
$165K +$179K +2,815 New
FWM
633
Focused Wealth Management
New York
$163K +$25.3K +397 +17%
FGAM
634
Financial Gravity Asset Management
Texas
$162K +$51.3K +807 +32%
SCM
635
Silvant Capital Management
Georgia
$161K
PCG
636
Private Capital Group
Connecticut
$160K -$1.02K -16 -0.6%
LFA
637
Legacy Financial Advisors
Kentucky
$155K +$163K +2,563 +32,038%
IWP
638
Icon Wealth Partners
Texas
$151K -$2.61K -41 -2%
Capstone Investment Advisors
639
Capstone Investment Advisors
New York
$151K +$164K +2,585 New
IFAM
640
Institutional & Family Asset Management
Colorado
$150K -$4.2K -66 -3%
Fuller & Thaler Asset Management
641
Fuller & Thaler Asset Management
California
$147K
NIMI
642
Natixis Investment Managers International
France
$140K -$526K -8,266 -78%
CG
643
Cutler Group
California
$137K +$109K +1,719 +271%
HNB
644
Huntington National Bank
Ohio
$134K -$22K -345 -13%
MIFH
645
Migdal Insurance & Financial Holdings
Israel
$129K +$139K +2,186 +16,815%
AssetMark Inc
646
AssetMark Inc
California
$128K -$1.84K -29 -1%
WAM
647
Wealthspire Advisors (Maryland)
Maryland
$118K -$15.1K -238 -11%
ARMT
648
Amica Retiree Medical Trust
Rhode Island
$118K
PFA
649
Pathway Financial Advisors
Vermont
$117K
S
650
SignatureFD
Georgia
$106K -$47.2K -742 -29%

WDC Hedge Fund Activity: Q2 2018 in Review

792 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2018, worth a combined $19.1B — down 19% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of WDC and 80 opened new positions — a net loss of 10 holders — while 268 trimmed existing stakes and 330 added.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was AQR Capital Management, cutting an estimated $285M.

  • 792 institutional investors held Western Digital (WDC) as of Q2 2018, down from 812 in Q1 2018.
  • Funds reported $19.1B of Western Digital stock for Q2 2018, down 19% quarter-over-quarter.
  • 80 funds opened new Western Digital positions in Q2 2018 and 90 closed out, a net change of -10 holders.
  • The largest Western Digital buyer in Q2 2018 was BlackRock, an estimated $141M added.
  • The largest Western Digital seller in Q2 2018 was AQR Capital Management, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2018.