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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
SFG
651
SevenBridge Financial Group
Pennsylvania
$102K
RCG
652
Ruggie Capital Group
Florida
$100K +$108K +1,701 New
BDS
653
Banco de Sabadell
Florida
$96K -$1.02M -16,005 -91%
FCMT
654
Founders Capital Management (Texas)
Texas
$95K +$16.9K +265 +20%
MUS
655
Mitsubishi UFJ Securities
Japan
$93K
WB
656
Webster Bank
Connecticut
$93K
SPIA
657
Steward Partners Investment Advisory
New York
$93K +$7K +110 +7%
FIA
658
FNY Investment Advisers
New York
$90K +$98.7K +1,552 New
PA
659
Parallel Advisors
California
$80K +$12.1K +190 +16%
NSIM
660
North Star Investment Management
Illinois
$77K
MA
661
MUFG Americas
New York
$76K +$11.7K +184 +17%
ST
662
Smithfield Trust
Pennsylvania
$75K
Lazard Asset Management
663
Lazard Asset Management
New York
$68K -$5.76M -90,480 -99%
TCM
664
Tradewinds Capital Management
Washington
$67K -$21K -330 -22%
VFA
665
Valeo Financial Advisors
Indiana
$67K -$2.86K -45 -3%
FIB
666
First Interstate Bank
Montana
$67K +$28K +440 +62%
OIA
667
OneDigital Investment Advisors
Kansas
$65K -$14.6K -229 -17%
GLI
668
Guardian Life Insurance
New York
$64K +$12.3K +194 +22%
CF
669
Centaurus Financial
California
$64K +$69.8K +1,097 New
SLF
670
Sun Life Financial
Ontario, Canada
$63K +$57.7K +907 +543%
PCIA
671
Prime Capital Investment Advisors
Kansas
$63K +$68.1K +1,070 New
ACS
672
Archford Capital Strategies
Illinois
$62K
PGWM
673
Parisi Gray Wealth Management
New Jersey
$62K
PVH
674
Psagot Value Holdings
Israel
$62K
CHP
675
Cable Hill Partners
Oregon
$62K +$8.46K +133 +14%

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.