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Western Digital

774 hedge funds and large institutions have $21.7B invested in Western Digital in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 285 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 54

8% more capital invested

Capital invested by funds: $20B → $21.7B (+$1.67B)

5% more funds holding

Funds holding: 737774 (+37)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

1% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 285

0.19% less ownership

Funds ownership: 111.63%111.44% (-0.19%)

46% less call options, than puts

Call options by funds: $503M | Put options by funds: $927M

Holders
774
Holders Change
+37
Holders Change %
+5.02%
% of All Funds
19.3%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.17%
New
96
Increased
289
Reduced
285
Closed
54
Calls
$503M
Puts
$927M
Net Calls
-$424M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
701
Carson Wealth (CWM LLC)
Nebraska
$30K
PFGIA
702
Patriot Financial Group Insurance Agency
Massachusetts
$29K +$4.72K +71 +20%
Loomis, Sayles & Company
703
Loomis, Sayles & Company
Massachusetts
$27K
BBHC
704
Brown Brothers Harriman & Co
New York
$27K +$25.8K +388 +2,042%
LWM
705
Lenox Wealth Management
Ohio
$26K +$25.3K +381 New
SIAS
706
Shine Investment Advisory Services
Colorado
$26K +$26.1K +393 New
PI
707
PineBridge Investments
New York
$25K -$266 -4 -1%
FHA
708
First Horizon Advisors
Tennessee
$24K -$8.37K -126 -23%
AWMS
709
Advocacy Wealth Management Services
Georgia
$22K
AssetMark Inc
710
AssetMark Inc
California
$22K +$15.6K +235 +250%
JWA
711
JFS Wealth Advisors
Pennsylvania
$21K -$25.7K -387 -55%
SPIA
712
Steward Partners Investment Advisory
New York
$21K +$3.79K +57 +22%
FC
713
Ferris Capital
Massachusetts
$21K +$21.2K +319 New
FIB
714
First Interstate Bank
Montana
$20K
PWM
715
Perigon Wealth Management
California
$20K
NA
716
NewEdge Advisors
Louisiana
$18.7K +$18.4K +277 New
IF
717
Ironwood Financial
Arizona
$18K
MCA
718
Mercer Capital Advisers
New Jersey
$18K
TWA
719
TCI Wealth Advisors
Arizona
$18K +$2.66K +40 +17%
BG
720
Bollard Group
Massachusetts
$18K +$17.6K +265 New
CFG
721
Citizens Financial Group
Rhode Island
$18K +$18.3K +275 New
CCMW
722
Cypress Capital Management (Wyoming)
Wyoming
$17.7K
WPA
723
West Paces Advisors
Georgia
$17.1K
EFSCE
724
Enterprise Financial Services Corp (EFSC)
Missouri
$17K -$3.46K -52 -17%
HI
725
Hudock Inc
Pennsylvania
$17K

WDC Hedge Fund Activity: Q2 2017 in Review

774 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2017, worth a combined $21.7B — up 8.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new WDC positions and 54 closed out — a net gain of 42 holders — while 289 added to existing stakes and 285 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $199M.

  • 774 institutional investors held Western Digital (WDC) as of Q2 2017, up from 737 in Q1 2017.
  • Funds reported $21.7B of Western Digital stock for Q2 2017, up 8.4% quarter-over-quarter.
  • 96 funds opened new Western Digital positions in Q2 2017 and 54 closed out, a net change of +42 holders.
  • The largest Western Digital buyer in Q2 2017 was Capital World Investors, an estimated $1.01B added.
  • The largest Western Digital seller in Q2 2017 was Fidelity Investments, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2017.