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Western Digital

568 hedge funds and large institutions have $12.9B invested in Western Digital in 2015 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 220 increasing their positions, 196 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

12% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 196

4% more funds holding

Funds holding: 546568 (+22)

3.59% more ownership

Funds ownership: 105.49%109.08% (+3.6%)

22% less capital invested

Capital invested by funds: $16.4B → $12.9B (-$3.54B)

28% less call options, than puts

Call options by funds: $214M | Put options by funds: $296M

67% less funds holding in top 10

Funds holding in top 10: 155 (-10)

Holders
568
Holders Change
+22
Holders Change %
+4.03%
% of All Funds
14.9%
Holding in Top 10
5
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-66.67%
% of All Funds
0.13%
New
98
Increased
220
Reduced
196
Closed
69
Calls
$214M
Puts
$296M
Net Calls
-$81.9M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
51
Gotham Asset Management
New York
$57.5M +$14.3M +280,170 +28%
Legal & General Group
52
Legal & General Group
United Kingdom
$57.4M +$4.73M +92,610 +8%
TA
53
Teachers Advisors
New York
$55.5M +$810K +15,869 +1%
CI Investments Inc
54
CI Investments Inc
Ontario, Canada
$54.5M -$1.47M -28,842 -2%
Janus Henderson Group
55
Janus Henderson Group
United Kingdom
$53.7M -$587K -11,504 -1%
GC
56
Guggenheim Capital
Illinois
$52.7M +$14.1M +276,760 +31%
SCM
57
Sterling Capital Management
North Carolina
$52.2M +$46.7M +914,424 +387%
AAMU
58
AEGON Asset Management (UK)
United Kingdom
$48.7M -$43.4M -849,222 -44%
Morgan Stanley
59
Morgan Stanley
New York
$48.5M +$19.4M +379,319 +55%
BJ
60
BlackRock Japan
Japan
$47.6M +$24.1M +471,824 +82%
CS
61
Credit Suisse
Switzerland
$47.6M +$8.05M +157,610 +18%
AII
62
AGF Investments Inc
Ontario, Canada
$47.2M +$3.17M +62,133 +6%
PRCM
63
Pine River Capital Management
Minnesota
$46.5M +$18.3M +357,468 +54%
WG
64
Winton Group
United Kingdom
$46.4M -$17.1M -334,235 -25%
NRECA
65
National Rural Electric Cooperative Association
Virginia
$45.3M
Ameriprise
66
Ameriprise
Minnesota
$44M +$14.9M +291,809 +43%
ETC
67
Evercore Trust Company
New York
$44M +$1.8M +35,307 +4%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$42.5M +$27.2M +533,482 +133%
Sumitomo Mitsui Trust Group
69
Sumitomo Mitsui Trust Group
Japan
$41.9M -$5.01M -98,153 -10%
SFM
70
Systematic Financial Management
New Jersey
$41.2M +$29.2M +572,803 +171%
TSW
71
Thompson Siegel & Walmsley
Virginia
$41.1M +$15.9M +311,467 +52%
Prudential Financial
72
Prudential Financial
New Jersey
$40.9M +$5.09M +99,622 +12%
SCP
73
Seizert Capital Partners
Michigan
$40.6M -$4.31M -84,378 -9%
WRF
74
Waddell & Reed Financial
Kansas
$40M +$2M +39,161 +5%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$39.6M +$28.7M +561,193 +180%

WDC Hedge Fund Activity: Q4 2015 in Review

568 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2015, worth a combined $12.9B — down 22% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WDC positions and 69 closed out — a net gain of 29 holders — while 220 added to existing stakes and 196 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $412M. The largest seller was Citadel Advisors, cutting an estimated $385M.

  • 568 institutional investors held Western Digital (WDC) as of Q4 2015, up from 546 in Q3 2015.
  • Funds reported $12.9B of Western Digital stock for Q4 2015, down 22% quarter-over-quarter.
  • 98 funds opened new Western Digital positions in Q4 2015 and 69 closed out, a net change of +29 holders.
  • The largest Western Digital buyer in Q4 2015 was Fidelity Investments, an estimated $412M added.
  • The largest Western Digital seller in Q4 2015 was Citadel Advisors, an estimated $385M sold.

Based on aggregated 13F filings for Q4 2015.