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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
FP
826
FDO Partners
Massachusetts
-$1.61M -26,824 Closed
Luther King Capital Management (LKCM)
827
Luther King Capital Management (LKCM)
Texas
-$1.59M -26,460 Closed
PCIA
828
Prime Capital Investment Advisors
Kansas
-$1.55M -25,799 Closed
LPU
829
Lansdowne Partners (UK)
United Kingdom
-$1.22M -20,274 Closed
EF
830
Empirical Finance
Pennsylvania
-$1.15M -19,105 Closed
Wealth Enhancement Advisory Services
831
Wealth Enhancement Advisory Services
Minnesota
-$1M -15,941 Closed
BA
832
Bristol Advisors
Pennsylvania
-$946K -15,744 Closed
CF
833
Centaurus Financial
California
-$942K -15,668 Closed
KI
834
Koch Industries
Kansas
-$878K -14,610 Closed
CS
835
Comerica Securities
Michigan
-$843K -13,936 Closed
ZIC
836
ZWJ Investment Counsel
Georgia
-$768K -12,784 Closed
SEC
837
Seven Eight Capital
New York
-$710K -11,817 Closed
BCM
838
Bluefin Capital Management
New York
-$635K -10,563 Closed
IFWM
839
Institute for Wealth Management
Colorado
-$547K -9,078 Closed
MF
840
Magnetar Financial
Illinois
-$533K -8,871 Closed
UFF
841
USA Financial Formulas
Michigan
-$528K -8,782 Closed
HCMT
842
Highland Capital Management (Tennessee)
Tennessee
-$502K -8,357 Closed
RI
843
Redwood Investments
Massachusetts
-$492K -8,191 Closed
CI
844
Cavalier Investments
Georgia
-$445K -7,409 Closed
VIA
845
Virtus Investment Advisers
Connecticut
-$439K -7,303 Closed
OMC
846
Old Mission Capital
Illinois
-$358K -5,954 Closed
DS
847
DRW Securities
Illinois
-$330K -5,493 Closed
LA
848
Lucus Advisors
New York
-$323K -5,377 Closed
EWM
849
Evercore Wealth Management
New York
-$323K -5,371 Closed
KCM
850
KSA Capital Management
New Jersey
-$318K -5,292 Closed

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.