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Western Digital

634 hedge funds and large institutions have $9.12B invested in Western Digital in 2018 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 267 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.14% more ownership

Funds ownership: 111.52%113.66% (+2.1%)

9% less funds holding

Funds holding: 697634 (-63)

20% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 267

25% less call options, than puts

Call options by funds: $329M | Put options by funds: $440M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

36% less capital invested

Capital invested by funds: $14.4B → $9.12B (-$5.24B)

39% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 150

Holders
634
Holders Change
-63
Holders Change %
-9.04%
% of All Funds
14.13%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.16%
New
92
Increased
213
Reduced
267
Closed
150
Calls
$329M
Puts
$440M
Net Calls
-$110M
Net Calls Change
+$197M
Name Holding Trade Value Shares
Change
Change in
Stake
LMAM
701
Legg Mason Asset Management
Japan
-$369K -8,335 Closed
AP
702
Advisor Partners
California
-$364K -8,218 Closed
Brown Advisory
703
Brown Advisory
Maryland
-$362K -8,180 Closed
AMCA
704
Arthur M. Cohen & Associates
Illinois
-$360 -8,136 Closed
AFM
705
Abbot Financial Management
Massachusetts
-$357K -8,070 Closed
CAM
706
Columbia Asset Management
Michigan
-$348K -7,859 Closed
HIM
707
Hillsdale Investment Management
Ontario, Canada
-$325K -7,329 Closed
UFF
708
USA Financial Formulas
Michigan
-$421K -7,204 Closed
LNWWM
709
Laird Norton Wetherby Wealth Management
California
-$307K -6,952 Closed
MIFH
710
Migdal Insurance & Financial Holdings
Israel
-$302K -6,827 Closed
V
711
Veritable
Delaware
-$290K -6,559 Closed
IRF
712
IBM Retirement Fund
New York
-$286K -6,472 Closed
AA
713
Apriem Advisors
California
-$280K -6,317 Closed
TAM
714
Tocqueville Asset Management
New York
-$279K -6,312 Closed
P
715
Pitcairn
Pennsylvania
-$279K -6,300 Closed
OWA
716
One Wealth Advisors
California
-$280K -6,279 Closed
VWA
717
V Wealth Advisors
Kansas
-$282K -6,276 Closed
QSS
718
Quantitative Systematic Strategies
Florida
-$277K -6,259 Closed
PMG
719
ProVise Management Group
Florida
-$272K -6,152 Closed
AMIM
720
Aull & Monroe Investment Management
Alabama
-$269K -6,086 Closed
PC
721
Palo Capital
California
-$269K -6,075 Closed
ABA
722
American Beacon Advisors
Texas
-$268K -6,067 Closed
ECM
723
Everence Capital Management
Indiana
-$262K -5,920 Closed
GT
724
Greenleaf Trust
Michigan
-$252K -5,706 Closed
CCM
725
Canal Capital Management
Virginia
-$250K -5,645 Closed

WDC Hedge Fund Activity: Q4 2018 in Review

634 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2018, worth a combined $9.12B — down 36% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of WDC and 92 opened new positions — a net loss of 58 holders — while 267 trimmed existing stakes and 213 added.

The largest buyer was American International Group, adding an estimated $332M. The largest seller was Capital International Investors, exiting entirely with an estimated $140M sold.

  • 634 institutional investors held Western Digital (WDC) as of Q4 2018, down from 697 in Q3 2018.
  • Funds reported $9.12B of Western Digital stock for Q4 2018, down 36% quarter-over-quarter.
  • 92 funds opened new Western Digital positions in Q4 2018 and 150 closed out, a net change of -58 holders.
  • The largest Western Digital buyer in Q4 2018 was American International Group, an estimated $332M added.
  • The largest Western Digital seller in Q4 2018 was Capital International Investors, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2018.