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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
AIM
701
Anchor Investment Management
South Carolina
$7.43K
PMFA
702
Plante Moran Financial Advisors
Michigan
$7K -$1.32K -23 -17%
BIG
703
Bellwether Investment Group
Tennessee
$7K -$804 -14 -11%
PCFFS
704
Pacific Center for Financial Services
California
$7K
PCP
705
Proficio Capital Partners
Massachusetts
$7K +$2.7K +47 +87%
BWM
706
Baystate Wealth Management
Massachusetts
$7K +$2.87K +50 +86%
BTIS
707
BB&T Investment Services
North Carolina
$7K +$11.6K +202 New
Walleye Trading
708
Walleye Trading
New York
$6.42K +$5.54M +96,438 +1,475%
AssetMark Inc
709
AssetMark Inc
California
$6K -$31K -540 -85%
AIL
710
AGF Investments LLC
Ontario, Canada
$6K -$7.93K -138 -59%
RAM
711
Riggs Asset Management
Pennsylvania
$4K
SIAP
712
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K
VWM
713
Valley Wealth Managers
New Jersey
$4K
AAF
714
Andra AP-fonden
Sweden
$3.22K +$2.54M +44,188 +596%
FFW
715
Fusion Family Wealth
New York
$3K -$50.4K -878 -96%
GRP
716
Global Retirement Partners
California
$3K
LBG
717
Lloyds Banking Group
United Kingdom
$3K
TFO
718
Tarbox Family Office
California
$3K
WA
719
WFG Advisors
Texas
$2K -$242K -4,211 -99%
CWM
720
Cedar Wealth Management
California
$2K
FPFS
721
First Personal Financial Services
North Carolina
$2K
MSFP
722
Mark Sheptoff Financial Planning
Connecticut
$2K +$115 +2 +8%
NR
723
Newfound Research
Massachusetts
$2K +$115 +2 +8%
AC
724
Alexandria Capital
Virginia
$1K
AOWM
725
Alpha Omega Wealth Management
Virginia
$1K

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.