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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
CCM
701
Covington Capital Management
California
$46K
TFA
702
Toth Financial Advisory
Virginia
$46K
BCP
703
Blackhawk Capital Partners
Wisconsin
$46K +$44.6K +662 New
Carson Wealth (CWM LLC)
704
Carson Wealth (CWM LLC)
Nebraska
$45K +$9.83K +146 +29%
CG
705
Cutler Group
California
$44K -$329K -4,882 -88%
BBHC
706
Brown Brothers Harriman & Co
New York
$44K +$12.9K +191 +43%
RFM
707
Royal Fund Management
Florida
$42K -$16.2K -241 -28%
MMG
708
Monetary Management Group
Missouri
$42K -$4.51K -67 -10%
WCM
709
Whitener Capital Management
North Carolina
$42K +$34.7K +516 +521%
CAC
710
Certified Advisory Corp
Florida
$41K
IIC
711
Integrated Investment Consultants
Michigan
$41K +$39.1K +581 New
CMBA
712
C.M. Bidwell & Associates
Hawaii
$40K
TCOV
713
Trust Company of Vermont
Vermont
$39K
BFEC
714
Benjamin F. Edwards & Company
Missouri
$38K +$135 +2 +0.4%
DSC
715
Duncker Streett & Co
Missouri
$37K
HI
716
Hudock Inc
Pennsylvania
$37K +$16K +238 +79%
LF
717
Lee Financial
Texas
$37K +$35.6K +529 New
HFM
718
Harvest Fund Management
China
$37K +$35.9K +534 New
SWA
719
Sutton Wealth Advisors
Florida
$35.5K -$673 -10 -2%
PCM
720
Penserra Capital Management
California
$35K +$7.41K +110 +27%
PK
721
Pflug Koory
Nebraska
$33K
SBL
722
Sargent Bickham Lagudis
Colorado
$32K
Qube Research & Technologies (QRT)
723
Qube Research & Technologies (QRT)
United Kingdom
$32K +$31.4K +467 New
AF
724
Allworth Financial
California
$30K
GI
725
Gradient Investments
Minnesota
$29K -$269 -4 -1%

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.