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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
AIS
851
AlphaOne Investment Services
Pennsylvania
-$57K -811 Closed
WA
852
WealthTrust-Arizona
Arizona
-$55K -795 Closed
PFGIA
853
Patriot Financial Group Insurance Agency
Massachusetts
-$48K -701 Closed
WCM
854
Whitener Capital Management
North Carolina
-$42K -615 Closed
MMG
855
Monetary Management Group
Missouri
-$42K -595 Closed
IIC
856
Integrated Investment Consultants
Michigan
-$41K -581 Closed
HFM
857
Harvest Fund Management
China
-$37K -534 Closed
DSC
858
Duncker Streett & Co
Missouri
-$37K -529 Closed
LF
859
Lee Financial
Texas
-$37K -529 Closed
CCA
860
Clearwater Capital Advisors
Illinois
-$28K -402 Closed
MGIA
861
Moneta Group Investment Advisors
Missouri
-$23K -331 Closed
PWM
862
Perigon Wealth Management
California
-$21K -303 Closed
WWM
863
Willingdon Wealth Management
North Carolina
-$18K -265 Closed
FCM
864
Frontier Capital Management
Massachusetts
-$13K -193 Closed
AWMS
865
Advocacy Wealth Management Services
Georgia
-$13K -184 Closed
AWA
866
Acorn Wealth Advisors
Michigan
-$10K -163 Closed
IBOK
867
Independence Bank of Kentucky
Kentucky
-$11K -153 Closed
CAM
868
Close Asset Management
United Kingdom
-$9K -132 Closed
MCWS
869
McKinley Carter Wealth Services
West Virginia
-$6K -82 Closed
BGIM
870
Brandywine Global Investment Management
Pennsylvania
-$6K -73 Closed
VCM
871
Virtue Capital Management
Tennessee
-$5K -73 Closed
MCM
872
Manchester Capital Management
Vermont
-$4K -50 Closed
FPFS
873
First Personal Financial Services
North Carolina
-$2K -22 Closed
JFGIW
874
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1K -13 Closed
FCAG
875
First Capital Advisors Group
New Jersey
-$1K -8 Closed

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.