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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
BWA
726
BDO Wealth Advisors
Florida
$28K -$17.8K -265 -40%
FHA
727
First Horizon Advisors
Tennessee
$28K +$11.6K +173 +69%
CCA
728
Clearwater Capital Advisors
Illinois
$28K +$27.1K +402 New
LNB
729
Ledyard National Bank
$26K -$219K -3,258 -90%
FPS
730
Fieldpoint Private Securities
Connecticut
$26K -$28.1K -417 -53%
KA
731
Kaizen Advisory
Illinois
$26K
Nomura Holdings
732
Nomura Holdings
Japan
$25.4K +$7.96M +118,271 +48%
MFW
733
Mosaic Family Wealth
Missouri
$24K -$17.8K -264 -43%
TL
734
TrueWealth LLC
Georgia
$23K -$1.28K -19 -5%
GFP
735
Gryphon Financial Partners
Ohio
$23K
MGIA
736
Moneta Group Investment Advisors
Missouri
$23K +$22K +327 +8,175%
GRP
737
Global Retirement Partners
California
$22K +$13.4K +199 +163%
SFM
738
Signet Financial Management
New Jersey
$22K +$21.2K +315 New
PWM
739
Perigon Wealth Management
California
$21K
EFSCE
740
Enterprise Financial Services Corp (EFSC)
Missouri
$20K +$1.14K +17 +6%
IF
741
Ironwood Financial
Arizona
$19K
TWA
742
TCI Wealth Advisors
Arizona
$19K
CCMW
743
Cypress Capital Management (Wyoming)
Wyoming
$18K
MCA
744
Mercer Capital Advisers
New Jersey
$18K
MRCM
745
M&R Capital Management
New Jersey
$18K
MOS
746
MGO One Seven
Ohio
$18K +$1.75K +26 +11%
VEA
747
Virtus ETF Advisers
New York
$18K +$2.22K +33 +14%
CAGAS
748
Capital Advisory Group Advisory Services
Minnesota
$18K +$16.6K +247 New
FC
749
Ferris Capital
Massachusetts
$18K +$17.1K +254 New
WWM
750
Willingdon Wealth Management
North Carolina
$18K +$17.8K +265 New

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.