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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
FCM
651
Frontier Capital Management
Massachusetts
$36K
JWA
652
JFS Wealth Advisors
Pennsylvania
$36K
TDC
653
Thompson Davis & Co
Virginia
$35K -$7.58K -132 -19%
First Manhattan
654
First Manhattan
New York
$35K
FMA
655
FNY Managed Accounts
New York
$35K +$33.1K +576 New
RFS
656
Rockefeller Financial Services
New York
$34K
BFEC
657
Benjamin F. Edwards & Company
Missouri
$34K +$13.4K +234 +76%
MUS
658
Mitsubishi UFJ Securities
Japan
$33K -$48.7K -847 -62%
PK
659
Pflug Koory
Nebraska
$33K
SWA
660
Sutton Wealth Advisors
Florida
$32K +$230 +4 +0.8%
WIM
661
Westside Investment Management
California
$30K -$632 -11 -2%
CPA
662
Clear Perspective Advisors
Illinois
$30K
IIC
663
Integrated Investment Consultants
Michigan
$30K
SBL
664
Sargent Bickham Lagudis
Colorado
$29K -$53.4K -929 -67%
Carson Wealth (CWM LLC)
665
Carson Wealth (CWM LLC)
Nebraska
$28K -$57 -1 -0.2%
ST
666
Smithfield Trust
Pennsylvania
$27K +$25.2K +439 New
Loomis, Sayles & Company
667
Loomis, Sayles & Company
Massachusetts
$25K +$22.9K +398 New
PI
668
PineBridge Investments
New York
$24K
PFGIA
669
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$5.69K +99 +37%
PFBT
670
Parkside Financial Bank & Trust
Missouri
$21K +$4.94K +86 +32%
AWMS
671
Advocacy Wealth Management Services
Georgia
$20K +$977 +17 +6%
EFSCE
672
Enterprise Financial Services Corp (EFSC)
Missouri
$19K
PWM
673
Perigon Wealth Management
California
$19K
FIB
674
First Interstate Bank
Montana
$18K -$1.21K -21 -7%
IF
675
Ironwood Financial
Arizona
$17K

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.