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Western Digital

546 hedge funds and large institutions have $17.1B invested in Western Digital in 2013 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 172 increasing their positions, 232 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 41

107% more funds holding in top 10

Funds holding in top 10: 1531 (+16)

39% more capital invested

Capital invested by funds: $12.3B → $17.1B (+$4.84B)

9% more funds holding

Funds holding: 499546 (+47)

4.72% more ownership

Funds ownership: 99.06%103.79% (+4.7%)

15% less call options, than puts

Call options by funds: $175M | Put options by funds: $206M

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 232

Holders
546
Holders Change
+47
Holders Change %
+9.42%
% of All Funds
15.85%
Holding in Top 10
31
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+106.67%
% of All Funds
0.9%
New
92
Increased
172
Reduced
232
Closed
41
Calls
$175M
Puts
$206M
Net Calls
-$30.8M
Net Calls Change
-$8.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$79.2M -$1.01M -18,144 -1%
SCP
52
Seizert Capital Partners
Michigan
$79.1M +$5.55M +99,299 +9%
Acadian Asset Management
53
Acadian Asset Management
Massachusetts
$75.4M -$57.3M -1,025,991 -46%
CS
54
Credit Suisse
Switzerland
$71.2M +$5.64M +101,035 +10%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$70.1M +$38.3M +685,850 +164%
WRF
56
Waddell & Reed Financial
Kansas
$67M +$59M +1,056,283 New
UBS AM
57
UBS AM
Illinois
$64.9M +$3.14M +56,287 +6%
MAA
58
Managed Account Advisors
New Jersey
$64.7M +$1.93M +34,513 +4%
ETC
59
Evercore Trust Company
New York
$64.3M -$6.59M -118,021 -10%
BA
60
BlackRock Advisors
Delaware
$64.2M +$7.03M +125,904 +14%
MTB
61
Mizuho Trust & Banking
Japan
$62.2M -$1.67M -29,978 -3%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$61.8M +$25.1M +449,180 +86%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$61.7M +$8.55M +152,974 +18%
PPA
64
Parametric Portfolio Associates
Washington
$59.7M +$2.35M +42,120 +5%
JIR
65
James Investment Research
Ohio
$58.9M +$5.51M +98,664 +12%
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$58.4M -$21.5M -385,180 -29%
Wells Fargo
67
Wells Fargo
California
$58.1M -$6.56M -117,340 -11%
PIM
68
Profit Investment Management
Maryland
$57.7M -$4.07M -72,905 -7%
Janus Henderson Group
69
Janus Henderson Group
United Kingdom
$56.8M +$5.31M +95,035 +12%
LAM
70
Lyrical Asset Management
New York
$55.7M +$15.7M +281,598 +47%
WCM
71
Wedge Capital Management
North Carolina
$55.6M -$1.27M -22,756 -3%
WCM
72
Winton Capital Management
United Kingdom
$54.8M +$736K +13,169 +2%
Sumitomo Mitsui Trust Group
73
Sumitomo Mitsui Trust Group
Japan
$53.8M -$1.65M -29,578 -3%
ARC
74
Absolute Return Capital
Massachusetts
$52.3M +$2.35M +42,034 +5%
PAM
75
Panagora Asset Management
Massachusetts
$51.3M +$36.4M +651,279 +414%

WDC Hedge Fund Activity: Q4 2013 in Review

546 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2013, worth a combined $17.1B — up 39% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new WDC positions and 41 closed out — a net gain of 51 holders — while 172 added to existing stakes and 232 trimmed.

The largest buyer was Putnam Investments, adding an estimated $176M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $207M.

  • 546 institutional investors held Western Digital (WDC) as of Q4 2013, up from 499 in Q3 2013.
  • Funds reported $17.1B of Western Digital stock for Q4 2013, up 39% quarter-over-quarter.
  • 92 funds opened new Western Digital positions in Q4 2013 and 41 closed out, a net change of +51 holders.
  • The largest Western Digital buyer in Q4 2013 was Putnam Investments, an estimated $176M added.
  • The largest Western Digital seller in Q4 2013 was Commonwealth Bank of Australia, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2013.