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Western Digital

551 hedge funds and large institutions have $18.7B invested in Western Digital in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 187 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $274M | Put options by funds: $160M

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

1% more capital invested

Capital invested by funds: $18.5B → $18.7B (+$201M)

1% more funds holding

Funds holding: 546551 (+5)

0.41% more ownership

Funds ownership: 102.82%103.23% (+0.41%)

20% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 233

23% less funds holding in top 10

Funds holding in top 10: 3023 (-7)

Holders
551
Holders Change
+5
Holders Change %
+0.92%
% of All Funds
15.84%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.66%
New
58
Increased
187
Reduced
233
Closed
49
Calls
$274M
Puts
$160M
Net Calls
+$114M
Net Calls Change
+$7.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$54.7M -$54.1M -807,588 -51%
CI Investments Inc
77
CI Investments Inc
Ontario, Canada
$53.8M +$3.04M +45,379 +6%
DnB Asset Management
78
DnB Asset Management
Norway
$53.7M +$51.6M +769,143 New
PAM
79
Panagora Asset Management
Massachusetts
$52.1M +$26.6M +397,462 +114%
Sumitomo Mitsui Trust Group
80
Sumitomo Mitsui Trust Group
Japan
$51.9M -$5.59M -83,381 -10%
SIM
81
Stelliam Investment Management
New York
$49.4M +$10.8M +160,744 +29%
CCP
82
Clough Capital Partners
Massachusetts
$47.8M +$30M +446,910 +188%
Ameriprise
83
Ameriprise
Minnesota
$46.1M +$5.68M +84,748 +15%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$44.2M +$13.3M +198,725 +46%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$43.6M +$7.09M +105,708 +20%
Bank of America
86
Bank of America
North Carolina
$43.3M -$1.5M -22,409 -3%
PI
87
PGGM Investments
Netherlands
$41.7M +$1.77M +26,360 +5%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$41.1M -$1.82M -27,164 -4%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$40.3M -$11.4M -170,203 -23%
Mitsubishi UFJ Trust & Banking
90
Mitsubishi UFJ Trust & Banking
Japan
$40.1M +$1.48M +22,097 +4%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$40M +$4.35M +64,860 +13%
AllianceBernstein
92
AllianceBernstein
Tennessee
$39.7M -$4.54M -67,762 -11%
Federated Hermes
93
Federated Hermes
Pennsylvania
$39.3M +$438K +6,529 +1%
NFA
94
Nationwide Fund Advisors
Ohio
$37M -$1.25M -18,703 -3%
RG
95
Renaissance Group
Kentucky
$35.6M -$2.23M -33,313 -6%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$34.4M +$852K +12,714 +3%
First Trust Advisors
97
First Trust Advisors
Illinois
$34.2M -$358K -5,339 -1%
KCM
98
Kames Capital Management
United Kingdom
$33.9M +$2.13M +31,706 +7%
USAA
99
United Services Automobile Association
Texas
$33.8M -$3.9M -58,241 -11%
WBC
100
Westpac Banking Corp
Australia
$33.4M -$293K -4,368 -0.9%

WDC Hedge Fund Activity: Q2 2014 in Review

551 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2014, worth a combined $18.7B — up 1.1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WDC positions and 49 closed out — a net gain of 9 holders — while 187 added to existing stakes and 233 trimmed.

The largest buyer was Norges Bank, adding an estimated $234M. The largest seller was Turiya Advisors Asia, exiting entirely with an estimated $181M sold.

  • 551 institutional investors held Western Digital (WDC) as of Q2 2014, up from 546 in Q1 2014.
  • Funds reported $18.7B of Western Digital stock for Q2 2014, up 1.1% quarter-over-quarter.
  • 58 funds opened new Western Digital positions in Q2 2014 and 49 closed out, a net change of +9 holders.
  • The largest Western Digital buyer in Q2 2014 was Norges Bank, an estimated $234M added.
  • The largest Western Digital seller in Q2 2014 was Turiya Advisors Asia, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2014.