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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
Fuller & Thaler Asset Management
651
Fuller & Thaler Asset Management
California
$175K +$62.3K +926 +58%
FWM
652
Focused Wealth Management
New York
$166K
WAM
653
Wealthspire Advisors (Maryland)
Maryland
$157K -$6.73K -100 -4%
AssetMark Inc
654
AssetMark Inc
California
$154K +$121K +1,802 +438%
FGC
655
Financial Gravity Companies
Texas
$145K -$150K -2,229 -47%
FGAM
656
Financial Gravity Asset Management
Texas
$145K +$168K +2,494 New
ARMT
657
Amica Retiree Medical Trust
Rhode Island
$141K
PFA
658
Pathway Financial Advisors
Vermont
$140K
NIM
659
NuWave Investment Management
New Jersey
$140K +$135K +2,012 +10,060%
ABA
660
American Beacon Advisors
Texas
$135K
SFG
661
SevenBridge Financial Group
Pennsylvania
$122K -$7.47K -111 -6%
JA
662
JOYN Advisors
Georgia
$117K +$113K +1,674 New
MUS
663
Mitsubishi UFJ Securities
Japan
$111K
WB
664
Webster Bank
Connecticut
$111K
TCM
665
Tradewinds Capital Management
Washington
$103K
SPIA
666
Steward Partners Investment Advisory
New York
$103K +$36.8K +547 +59%
VFA
667
Valeo Financial Advisors
Indiana
$99K +$51.4K +763 +115%
PWAG
668
Polaris Wealth Advisory Group
California
$97K +$93.5K +1,389 New
DZ Bank
669
DZ Bank
Germany
$96K +$93.6K +1,390 New
FCMT
670
Founders Capital Management (Texas)
Texas
$95K
OIA
671
OneDigital Investment Advisors
Kansas
$94K +$20K +297 +28%
PO
672
Private Ocean
California
$92K -$2.83K -42 -3%
NSIM
673
North Star Investment Management
Illinois
$92K
CAPTRUST Financial Advisors
674
CAPTRUST Financial Advisors
North Carolina
$91K +$54K +802 +152%
ST
675
Smithfield Trust
Pennsylvania
$89K -$673 -10 -0.8%

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.