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Western Digital

634 hedge funds and large institutions have $9.12B invested in Western Digital in 2018 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 267 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.14% more ownership

Funds ownership: 111.52%113.66% (+2.1%)

9% less funds holding

Funds holding: 697634 (-63)

20% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 267

25% less call options, than puts

Call options by funds: $329M | Put options by funds: $440M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

36% less capital invested

Capital invested by funds: $14.4B → $9.12B (-$5.24B)

39% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 150

Holders
634
Holders Change
-63
Holders Change %
-9.04%
% of All Funds
14.13%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.16%
New
92
Increased
213
Reduced
267
Closed
150
Calls
$329M
Puts
$440M
Net Calls
-$110M
Net Calls Change
+$197M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
626
PRW Wealth Management
Massachusetts
$1K +$1.45K +41 New
PG
627
Patten Group
Tennessee
$1K +$1.77K +50 New
BCA
628
Berman Capital Advisors
Georgia
$1K +$2.62K +74 New
Capital International Investors
629
Capital International Investors
California
-$140M -3,175,200 Closed
Capital World Investors
630
Capital World Investors
California
-$117M -2,646,000 Closed
MHI
631
Miller Howard Investments
New York
-$46.9M -1,060,465 Closed
Coatue Management
632
Coatue Management
New York
-$45.5M -1,027,736 Closed
American Century Companies
633
American Century Companies
Missouri
-$35.8M -810,107 Closed
AIP
634
ARS Investment Partners
New York
-$17.7M -400,390 Closed
ACPU
635
Arrowgrass Capital Partners (US)
Delaware
-$16.1M -363,177 Closed
Squarepoint
636
Squarepoint
New York
-$12.2M -275,677 Closed
CWM
637
Cornerstone Wealth Management
Missouri
-$1.94M -216,287 Closed
HAM
638
Harber Asset Management
North Carolina
-$8.79M -198,541 Closed
HCM
639
Howard Capital Management
Georgia
-$7.86M -178,425 Closed
WorldQuant Millennium Advisors
640
WorldQuant Millennium Advisors
New York
-$6.73M -152,149 Closed
GCMG
641
Gyroscope Capital Management Group
Florida
-$6.4M -150,733 Closed
VIG
642
Vienna Insurance Group
Poland
-$6.44M -145,530 Closed
HI
643
Honeywell International
North Carolina
-$6.42M -145,133 Closed
VCA
644
VIEX Capital Advisors
Florida
-$6.39M -144,526 Closed
PP
645
Paloma Partners
Connecticut
-$6.13M -138,518 Closed
AIA
646
Affinity Investment Advisors
California
-$6.11M -138,144 Closed
N
647
Natixis
France
-$5.83M -131,739 Closed
GC
648
Grimes & Company
Massachusetts
-$5.71M -128,982 Closed
TC
649
Trust Company
Kansas
-$5.43M -122,837 Closed
Man Group
650
Man Group
United Kingdom
-$5.07M -114,642 Closed

WDC Hedge Fund Activity: Q4 2018 in Review

634 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2018, worth a combined $9.12B — down 36% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of WDC and 92 opened new positions — a net loss of 58 holders — while 267 trimmed existing stakes and 213 added.

The largest buyer was American International Group, adding an estimated $332M. The largest seller was Capital International Investors, exiting entirely with an estimated $140M sold.

  • 634 institutional investors held Western Digital (WDC) as of Q4 2018, down from 697 in Q3 2018.
  • Funds reported $9.12B of Western Digital stock for Q4 2018, down 36% quarter-over-quarter.
  • 92 funds opened new Western Digital positions in Q4 2018 and 150 closed out, a net change of -58 holders.
  • The largest Western Digital buyer in Q4 2018 was American International Group, an estimated $332M added.
  • The largest Western Digital seller in Q4 2018 was Capital International Investors, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2018.