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Western Digital

774 hedge funds and large institutions have $21.7B invested in Western Digital in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 285 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 54

8% more capital invested

Capital invested by funds: $20B → $21.7B (+$1.67B)

5% more funds holding

Funds holding: 737774 (+37)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

1% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 285

0.19% less ownership

Funds ownership: 111.63%111.44% (-0.19%)

46% less call options, than puts

Call options by funds: $503M | Put options by funds: $927M

Holders
774
Holders Change
+37
Holders Change %
+5.02%
% of All Funds
19.3%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.17%
New
96
Increased
289
Reduced
285
Closed
54
Calls
$503M
Puts
$927M
Net Calls
-$424M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
801
Johnson Investment Counsel
Ohio
-$696K -11,317 Closed
CWM
802
Concert Wealth Management
California
-$506K -9,904 Closed
OTPPB
803
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$587K -9,417 Closed
AAP
804
Ardsley Advisory Partners
Connecticut
-$578K -9,261 Closed
CIM
805
Cambria Investment Management
California
-$575K -9,219 Closed
PRCM
806
Pine River Capital Management
Minnesota
-$558K -8,940 Closed
GC
807
Globeflex Capital
California
-$526K -8,428 Closed
PPSG
808
Princeton Portfolio Strategies Group
New Jersey
-$413K -6,615 Closed
MWM
809
Meridian Wealth Management
Kentucky
-$402K -6,443 Closed
ACM
810
Alethea Capital Management
Washington
-$382K -6,116 Closed
BCM
811
BlueCrest Capital Management
Jersey
-$298K -4,784 Closed
NBC
812
Neuberger Berman Canada
Ontario, Canada
-$297K -4,763 Closed
CCI
813
Credit Capital Investments
New Jersey
-$248K -3,969 Closed
PAG
814
Private Advisory Group
Washington
-$214K -3,433 Closed
TCM
815
Teza Capital Management
Illinois
-$202K -3,244 Closed
EHWM
816
Eads & Heald Wealth Management
Georgia
-$202K -3,232 Closed
HCA
817
Harbour Capital Advisors
Virginia
-$117K -1,872 Closed
ACS
818
Archford Capital Strategies
Illinois
-$65K -1,035 Closed
KPCM
819
Kings Point Capital Management
New York
-$41K -662 Closed
FMA
820
FNY Managed Accounts
New York
-$35K -576 Closed
RFS
821
Rockefeller Financial Services
New York
-$34K -546 Closed
BIG
822
Bellwether Investment Group
Tennessee
-$7K -116 Closed
VWM
823
Valley Wealth Managers
New Jersey
-$4K -61 Closed
CAPTRUST Financial Advisors
824
CAPTRUST Financial Advisors
North Carolina
+$199 +3 New

WDC Hedge Fund Activity: Q2 2017 in Review

774 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2017, worth a combined $21.7B — up 8.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new WDC positions and 54 closed out — a net gain of 42 holders — while 289 added to existing stakes and 285 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $199M.

  • 774 institutional investors held Western Digital (WDC) as of Q2 2017, up from 737 in Q1 2017.
  • Funds reported $21.7B of Western Digital stock for Q2 2017, up 8.4% quarter-over-quarter.
  • 96 funds opened new Western Digital positions in Q2 2017 and 54 closed out, a net change of +42 holders.
  • The largest Western Digital buyer in Q2 2017 was Capital World Investors, an estimated $1.01B added.
  • The largest Western Digital seller in Q2 2017 was Fidelity Investments, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2017.