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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
GBBWRPM
751
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$17K +$16.5K +245 New
WIM
752
Westside Investment Management
California
$16.5K
PFBT
753
Parkside Financial Bank & Trust
Missouri
$15K -$1.21K -18 -7%
AA
754
AlphaMark Advisors
Kentucky
$14K
AWMS
755
Advocacy Wealth Management Services
Georgia
$13K
FCM
756
Frontier Capital Management
Massachusetts
$13K
WPA
757
West Paces Advisors
Georgia
$12.5K
EARNEST Partners
758
EARNEST Partners
Georgia
$12K
WTC
759
WhitTier Trust Company
Nevada
$12K
FRA
760
Front Row Advisors
California
$12K +$1.75K +26 +18%
BWL
761
Bogart Wealth LLC
Virginia
$11K
IBOK
762
Independence Bank of Kentucky
Kentucky
$11K +$7.07K +105 +219%
PCP
763
Proficio Capital Partners
Massachusetts
$10K -$5.05K -75 -35%
AWA
764
Acorn Wealth Advisors
Michigan
$10K
TIM
765
Tortoise Investment Management
New York
$10K
AWM
766
Aevitas Wealth Management
Massachusetts
$9K
CAM
767
Close Asset Management
United Kingdom
$9K
FMII
768
Farmers & Merchants Investments Inc
Nebraska
$9K
HS
769
Horan Securities
United States
$9K
RWA
770
Ropes Wealth Advisors
Massachusetts
$9K
PMFA
771
Plante Moran Financial Advisors
Michigan
$9K +$539 +8 +7%
AIM
772
Anchor Investment Management
South Carolina
$8.3K
MWM
773
Mascoma Wealth Management
New Hampshire
$8K -$6.26K -93 -44%
TC
774
Trilogy Capital
California
$8K +$7.27K +108 New
PCFFS
775
Pacific Center for Financial Services
California
$7K

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.