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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
1WA
851
180 Wealth Advisors
Washington
-$312K -5,184 Closed
CA
852
Calton & Associates
Florida
-$340K -5,152 Closed
BFG
853
Beacon Financial Group
Texas
-$304K -5,064 Closed
PIM
854
Profit Investment Management
Maryland
-$299K -4,976 Closed
FMT
855
First Mercantile Trust
Tennessee
-$298K -4,961 Closed
SAM
856
Strategy Asset Managers
California
-$282K -4,686 Closed
CAN
857
Claraphi Advisory Network
United States
-$270K -4,496 Closed
LC
858
Lourd Capital
California
-$233K -3,883 Closed
IIM
859
Intact Investment Management
Quebec, Canada
-$223K -3,704 Closed
BCM
860
Bienville Capital Management
New York
-$219K -3,613 Closed
CBN
861
Cadence Bank NA
Texas
-$206K -3,433 Closed
OWA
862
One Wealth Advisors
California
-$180K -2,991 Closed
GBT
863
Grove Bank & Trust
Florida
-$126K -2,104 Closed
RCG
864
Ruggie Capital Group
Florida
-$123K -2,043 Closed
NAMA
865
Nikko Asset Management Americas
New York
-$130K -1,985 Closed
AFNAS
866
American Financial Network Advisory Services
California
-$97K -1,617 Closed
NMC
867
Nine Masts Capital
Hong Kong
-$95K -1,588 Closed
BL
868
Balentine LLC
Georgia
-$72K -1,205 Closed
MPWT
869
MassMutual Private Wealth & Trust
Connecticut
-$42.9K -714 Closed
KJWM
870
Kiley Juergens Wealth Management
Washington
-$32K -545 Closed
FMA
871
FNY Managed Accounts
New York
-$26K -446 Closed
CFG
872
Citizens Financial Group
Rhode Island
-$17K -275 Closed
BG
873
Bollard Group
Massachusetts
-$16K -265 Closed
SPI
874
Santori & Peters Inc
Pennsylvania
-$14K -238 Closed
FCB
875
First Command Bank
Texas
-$12K -198 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.