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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
PA
676
Parallel Advisors
California
$83K -$404 -6 -0.5%
Loomis, Sayles & Company
677
Loomis, Sayles & Company
Massachusetts
$82K -$4.24K -63 -5%
MA
678
MUFG Americas
New York
$78K
HMS
679
Hanseatic Management Services
New Mexico
$75K -$62.7K -931 -47%
AAP
680
Arax Advisory Partners
Colorado
$75K -$9.29K -138 -11%
PVH
681
Psagot Value Holdings
Israel
$74K
SQA
682
Simon Quick Advisors
New Jersey
$73K +$12.9K +191 +22%
PGWM
683
Parisi Gray Wealth Management
New Jersey
$72K
DWM
684
Destination Wealth Management
California
$67K +$64.8K +963 New
ACS
685
Archford Capital Strategies
Illinois
$64K +$71.1K +1,056 New
GLI
686
Guardian Life Insurance
New York
$63K -$24.4K -362 -29%
YWP
687
YorkBridge Wealth Partners
New York
$62K -$2.76K -41 -4%
CHP
688
Cable Hill Partners
Oregon
$62K
RFA
689
Reilly Financial Advisors
California
$60K -$65.2K -969 -53%
AIS
690
AlphaOne Investment Services
Pennsylvania
$57K +$54.6K +811 New
GAM
691
Gemmer Asset Management
California
$56K +$135 +2 +0.2%
WA
692
WealthTrust-Arizona
Arizona
$55K -$1.62K -24 -3%
FDCDDQ
693
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.9K -$5.45K -81 -9%
CPA
694
Clear Perspective Advisors
Illinois
$52K
AC
695
Avestar Capital
New York
$51K +$9.49K +141 +16%
EA
696
Edge Advisors
Georgia
$50K -$3.23K -48 -6%
FIB
697
First Interstate Bank
Montana
$50K +$27.8K +413 +140%
QCG
698
Quadrant Capital Group
Ohio
$49K +$2.02K +30 +4%
PFGIA
699
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$24.6K +365 +109%
HR
700
Howe & Rusling
New York
$47K -$202 -3 -0.4%

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.