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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
DWT
726
Dorsey & Whitney Trust
South Dakota
-$246K -5,533 Closed
DILIC
727
Dai-ichi Life Insurance Company
Japan
-$242K -5,463 Closed
PG
728
Pendal Group
Australia
-$238K -5,377 Closed
KF
729
Krilogy Financial
Missouri
-$227K -5,127 Closed
CA
730
Cetera Advisors
Colorado
-$226K -5,125 Closed
QC
731
QCM Cayman
Texas
-$226K -5,113 Closed
NIMI
732
Natixis Investment Managers International
France
-$226K -5,100 Closed
DC
733
Davenport & Co
Virginia
-$224K -5,066 Closed
PI
734
Putnam Investments
Massachusetts
-$221K -4,986 Closed
LCM
735
Logan Capital Management
Pennsylvania
-$218K -4,928 Closed
PTC
736
Petrus Trust Company
Texas
-$211K -4,769 Closed
IIM
737
Intact Investment Management
Quebec, Canada
-$211K -4,763 Closed
LFAS
738
Level Four Advisory Services
Texas
-$209K -4,731 Closed
SAM
739
Strategy Asset Managers
California
-$207K -4,686 Closed
SC
740
Saturna Capital
Washington
-$205K -4,631 Closed
IWP
741
Icon Wealth Partners
Texas
-$202K -4,564 Closed
SWP
742
Stratos Wealth Partners
Ohio
-$194K -4,383 Closed
SPIA
743
Steward Partners Investment Advisory
New York
-$177K -3,994 Closed
SMFS
744
Squar Milner Financial Services
California
-$113K -2,548 Closed
TPWA
745
TRUE Private Wealth Advisors
Oregon
-$107K -2,389 Closed
CPH
746
C Partners Holding
Switzerland
-$97K -2,200 Closed
APP
747
Avantax Planning Partners
Iowa
-$89K -2,016 Closed
SCM
748
Southport Capital Management
Tennessee
-$76K -1,720 Closed
AA
749
Ancora Advisors
Ohio
-$44K -992 Closed
RMAM
750
Raab & Moskowitz Asset Management
New Jersey
-$39K -896 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.