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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
PPA
51
Parametric Portfolio Associates
Washington
$34.4M +$2.51M +70,740 +6%
Prudential Financial
52
Prudential Financial
New Jersey
$33.9M +$5.08M +143,422 +13%
Canada Pension Plan Investment Board
53
Canada Pension Plan Investment Board
Ontario, Canada
$32.8M +$7.49M +211,347 +22%
Two Sigma Investments
54
Two Sigma Investments
New York
$32.3M +$41M +1,156,377 New
Newport Trust Company
55
Newport Trust Company
District of Columbia
$32.1M +$2.44M +68,969 +6%
Barclays
56
Barclays
United Kingdom
$32M -$27.3M -770,109 -40%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$31.5M -$173K -4,871 -0.4%
AII
58
AGF Investments Inc
Ontario, Canada
$30.5M +$202K +5,714 +0.5%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$30.1M -$839K -23,667 -2%
USAA
60
United Services Automobile Association
Texas
$29.1M -$1.39M -39,084 -4%
Boston Partners
61
Boston Partners
Massachusetts
$29.1M +$824K +23,253 +2%
PAM
62
Panagora Asset Management
Massachusetts
$28.1M -$35M -987,105 -50%
JP Morgan Chase
63
JP Morgan Chase
New York
$27.3M -$3.55M -100,270 -9%
Federated Hermes
64
Federated Hermes
Pennsylvania
$25.6M -$14.3M -404,911 -31%
CS
65
Credit Suisse
Switzerland
$25.3M +$2.57M +72,398 +9%
APG Asset Management
66
APG Asset Management
Netherlands
$24.6M -$9.56M -269,892 -21%
Point72 Asset Management
67
Point72 Asset Management
Connecticut
$24.4M +$31M +874,106 New
Robeco Institutional Asset Management
68
Robeco Institutional Asset Management
Netherlands
$24M +$3.63M +102,530 +14%
Massachusetts Financial Services
69
Massachusetts Financial Services
Massachusetts
$23.2M -$1.63M -45,998 -5%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$22.9M +$3.31M +93,517 +13%
TA
71
Teachers Advisors
New York
$22.7M -$596K -16,827 -2%
LC
72
Loews Corp
New York
$22.7M +$11.8M +333,396 +70%
GAM
73
Gotham Asset Management
New York
$22.2M +$5.53M +156,058 +24%
SDIC
74
South Dakota Investment Council
South Dakota
$22M +$341K +9,618 +1%
RJA
75
Raymond James & Associates
Florida
$21.5M -$7.04M -198,600 -21%

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.