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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
AAP
651
Arax Advisory Partners
Colorado
$154K +$24.6K +371 +19%
MFW
652
Mosaic Family Wealth
Missouri
$152K
RCG
653
Ruggie Capital Group
Florida
$137K
QT
654
Quantbot Technologies
New York
$135K +$134K +2,018 New
NAMA
655
Nikko Asset Management Americas
New York
$133K
MA
656
MUFG Americas
New York
$127K
RFA
657
Reilly Financial Advisors
California
$123K
ABA
658
American Beacon Advisors
Texas
$119K
WB
659
Webster Bank
Connecticut
$106K
TCM
660
Tradewinds Capital Management
Washington
$98K +$43.4K +654 +80%
YWP
661
YorkBridge Wealth Partners
New York
$97K -$2.86K -43 -3%
BL
662
Balentine LLC
Georgia
$92K
FCMT
663
Founders Capital Management (Texas)
Texas
$91K
NSIM
664
North Star Investment Management
Illinois
$89K
FDCDDQ
665
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.9K -$12.7M -191,388 -99%
NFG
666
Next Financial Group
Texas
$83K
OIA
667
OneDigital Investment Advisors
Kansas
$83K +$99.1K +1,491 New
MUS
668
Mitsubishi UFJ Securities
Japan
$82K +$46.6K +701 +133%
TRCT
669
Tower Research Capital (TRC)
New York
$81K -$145K -2,177 -64%
WA
670
WFG Advisors
Texas
$78K +$74.7K +1,125 +3,041%
PA
671
Parallel Advisors
California
$73K +$3.65K +55 +5%
PVH
672
Psagot Value Holdings
Israel
$71K
WA
673
WealthTrust-Arizona
Arizona
$71K +$5.51K +83 +9%
HIIFS
674
Harel Insurance Investments & Financial Services
Israel
$71K +$53.5K +806 +321%
HR
675
Howe & Rusling
New York
$59K +$41.5K +624 +238%

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.