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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
MCA
676
Mercer Capital Advisers
New Jersey
$17K
SFG
677
SevenBridge Financial Group
Pennsylvania
$17K
CCMW
678
Cypress Capital Management (Wyoming)
Wyoming
$16.5K +$15.2K +265 New
SQA
679
Simon Quick Advisors
New Jersey
$16K -$82.3K -1,433 -85%
HR
680
Howe & Rusling
New York
$16K -$1.95K -34 -11%
AIM
681
Advantage Investment Management
Iowa
$16K
EA
682
Edge Advisors
Georgia
$16K
GBBWRPM
683
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$16K
MRCM
684
M&R Capital Management
New Jersey
$16K
HI
685
Hudock Inc
Pennsylvania
$16K +$115 +2 +0.8%
SPIA
686
Steward Partners Investment Advisory
New York
$16K +$7.64K +133 +106%
HIIFS
687
Harel Insurance Investments & Financial Services
Israel
$16K +$14.4K +251 New
WPA
688
West Paces Advisors
Georgia
$15.9K
TWA
689
TCI Wealth Advisors
Arizona
$15K
RWA
690
Ropes Wealth Advisors
Massachusetts
$14K +$57 +1 +0.5%
MWM
691
Mascoma Wealth Management
New Hampshire
$13K
CHP
692
Cable Hill Partners
Oregon
$12K
AA
693
AlphaMark Advisors
Kentucky
$12K +$11.4K +198 New
ZB
694
Zions Bancorporation
Utah
$10K -$9.36K -163 -52%
CFA
695
Carroll Financial Associates
North Carolina
$10K
WT
696
Whittier Trust
California
$10K +$8.73K +152 +1,382%
OFW
697
Omnia Family Wealth
Florida
$8K
WTC
698
WhitTier Trust Company
Nevada
$8K
CAM
699
Close Asset Management
United Kingdom
$8K +$7.58K +132 New
HS
700
Horan Securities
United States
$8K +$7.58K +132 New

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.