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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
RFM
751
Royal Fund Management
Florida
-$26K -607 Closed
C
752
Cerebellum
California
-$22K -495 Closed
WSTAM
753
Wilbanks Smith & Thomas Asset Management
Virginia
-$21K -471 Closed
ZB
754
Zions Bancorporation
Utah
-$18K -411 Closed
JCM
755
Jacobi Capital Management
Pennsylvania
-$15K -331 Closed
SFG
756
SevenBridge Financial Group
Pennsylvania
-$15K -331 Closed
SFM
757
Signet Financial Management
New Jersey
-$14K -315 Closed
FFC
758
First Financial Corp
Indiana
-$9K -198 Closed
BBHC
759
Brown Brothers Harriman & Co
New York
-$8K -188 Closed
TFS
760
TrustCore Financial Services
Tennessee
-$7K -164 Closed
TL
761
TrueWealth LLC
Georgia
-$7K -159 Closed
FMII
762
Farmers & Merchants Investments Inc
Nebraska
-$6K -143 Closed
TIM
763
Tortoise Investment Management
New York
-$6K -139 Closed
HS
764
Horan Securities
United States
-$6K -132 Closed
MCM
765
MV Capital Management
Maryland
-$6K -126 Closed
CH
766
Canton Hathaway
Rhode Island
-$5K -118 Closed
TC
767
Trilogy Capital
California
-$5K -110 Closed
AIL
768
AGF Investments LLC
Ontario, Canada
-$5K -107 Closed
RWA
769
River Wealth Advisors
Pennsylvania
-$4K -94 Closed
MWPCG
770
Measured Wealth Private Client Group
New Hampshire
-$3K -70 Closed
WAS
771
WESPAC Advisors SoCal
California
-$2K -65 Closed
EA
772
Elm Advisors
California
-$3K -61 Closed
CFD
773
Creative Financial Designs
Indiana
-$3K -60 Closed
GP
774
Girard Partners
Pennsylvania
-$2K -54 Closed
CAM
775
ClariVest Asset Management
California
-$2K -53 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.