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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
KA
676
Kaizen Advisory
Illinois
$55K +$36.5K +574 +154%
JA
677
JOYN Advisors
Georgia
$54K -$47.8K -752 -45%
YWP
678
YorkBridge Wealth Partners
New York
$54K +$700 +11 +1%
TCOV
679
Trust Company of Vermont
Vermont
$54K +$22.7K +356 +64%
FHA
680
Flagship Harbor Advisors
Massachusetts
$53K +$58K +912 New
AC
681
Avestar Capital
New York
$52K +$18.1K +285 +28%
BFEC
682
Benjamin F. Edwards & Company
Missouri
$51K +$21.1K +332 +61%
GAM
683
Gemmer Asset Management
California
$47K +$191 +3 +0.4%
FDCDDQ
684
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.1K
BCP
685
Blackhawk Capital Partners
Wisconsin
$46K
CPA
686
Clear Perspective Advisors
Illinois
$44K
EA
687
Edge Advisors
Georgia
$42K
QCG
688
Quadrant Capital Group
Ohio
$41K -$636 -10 -1%
Carson Wealth (CWM LLC)
689
Carson Wealth (CWM LLC)
Nebraska
$41K +$3.44K +54 +8%
HR
690
Howe & Rusling
New York
$40K
LWA
691
Lenox Wealth Advisors
New York
$40K +$43K +676 New
CCM
692
Covington Capital Management
California
$39K
TFA
693
Toth Financial Advisory
Virginia
$39K
SQA
694
Simon Quick Advisors
New Jersey
$37K -$25.3K -397 -38%
RFA
695
Reilly Financial Advisors
California
$35K -$16.8K -264 -31%
RFM
696
Royal Fund Management
Florida
$35K
CAC
697
Certified Advisory Corp
Florida
$34K
CMBA
698
C.M. Bidwell & Associates
Hawaii
$33K
SWA
699
Sutton Wealth Advisors
Florida
$29.8K
CAPTRUST Financial Advisors
700
CAPTRUST Financial Advisors
North Carolina
$29K -$52.9K -831 -62%

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.