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Western Digital

792 hedge funds and large institutions have $19.1B invested in Western Digital in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 330 increasing their positions, 268 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 268

2% less funds holding

Funds holding: 812792 (-20)

4.26% less ownership

Funds ownership: 113.32%109.07% (-4.3%)

11% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 90

19% less capital invested

Capital invested by funds: $23.5B → $19.1B (-$4.38B)

43% less funds holding in top 10

Funds holding in top 10: 2816 (-12)

44% less call options, than puts

Call options by funds: $452M | Put options by funds: $800M

Holders
792
Holders Change
-20
Holders Change %
-2.46%
% of All Funds
18.13%
Holding in Top 10
16
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-42.86%
% of All Funds
0.37%
New
80
Increased
330
Reduced
268
Closed
90
Calls
$452M
Puts
$800M
Net Calls
-$348M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
751
Mascoma Wealth Management
New Hampshire
$7K
CIA
752
CSat Investment Advisory
Michigan
$7K +$7.13K +112 New
Rockefeller Capital Management
753
Rockefeller Capital Management
New York
$7K +$7.57K +119 New
AIM
754
Anchor Investment Management
South Carolina
$6.97K
MCM
755
MV Capital Management
Maryland
$6K
PCFFS
756
Pacific Center for Financial Services
California
$6K
AAP
757
Arax Advisory Partners
Colorado
$5K -$62.9K -989 -92%
CFA
758
Carroll Financial Associates
North Carolina
$5K
TAIM
759
TD Ameritrade Investment Management
Nebraska
$5K +$5.15K +81 New
RWA
760
River Wealth Advisors
Pennsylvania
$5K +$5.98K +94 New
TFO
761
Tarbox Family Office
California
$4K -$127 -2 -3%
RAM
762
Riggs Asset Management
Pennsylvania
$4K
WT
763
Whittier Trust
California
$4K +$4.2K +66 +600%
CFC
764
Coyle Financial Counsel
Illinois
$4K +$4.71K +74 New
BWM
765
Baystate Wealth Management
Massachusetts
$3K
LBG
766
Lloyds Banking Group
United Kingdom
$3K
ME
767
McIlrath & Eck
Washington
$3K
SIM
768
Sonora Investment Management
Arizona
$3K
SIAP
769
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K
BCA
770
Bay Colony Advisors
Massachusetts
$3K +$3.69K +58 New
First Manhattan
771
First Manhattan
New York
$2K
NR
772
Newfound Research
Massachusetts
$2K
OFW
773
Omnia Family Wealth
Florida
$2K
PW
774
Price Wealth
Texas
$2K +$2.1K +33 New
B
775
Bridgeworth
Alabama
$2K +$2.93K +46 New

WDC Hedge Fund Activity: Q2 2018 in Review

792 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2018, worth a combined $19.1B — down 19% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of WDC and 80 opened new positions — a net loss of 10 holders — while 268 trimmed existing stakes and 330 added.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was AQR Capital Management, cutting an estimated $285M.

  • 792 institutional investors held Western Digital (WDC) as of Q2 2018, down from 812 in Q1 2018.
  • Funds reported $19.1B of Western Digital stock for Q2 2018, down 19% quarter-over-quarter.
  • 80 funds opened new Western Digital positions in Q2 2018 and 90 closed out, a net change of -10 holders.
  • The largest Western Digital buyer in Q2 2018 was BlackRock, an estimated $141M added.
  • The largest Western Digital seller in Q2 2018 was AQR Capital Management, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2018.