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Western Digital

568 hedge funds and large institutions have $12.9B invested in Western Digital in 2015 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 220 increasing their positions, 196 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

12% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 196

4% more funds holding

Funds holding: 546568 (+22)

3.59% more ownership

Funds ownership: 105.49%109.08% (+3.6%)

22% less capital invested

Capital invested by funds: $16.4B → $12.9B (-$3.54B)

28% less call options, than puts

Call options by funds: $214M | Put options by funds: $296M

67% less funds holding in top 10

Funds holding in top 10: 155 (-10)

Holders
568
Holders Change
+22
Holders Change %
+4.03%
% of All Funds
14.9%
Holding in Top 10
5
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-66.67%
% of All Funds
0.13%
New
98
Increased
220
Reduced
196
Closed
69
Calls
$214M
Puts
$296M
Net Calls
-$81.9M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
76
Parametric Portfolio Associates
Washington
$39.3M -$1.57M -30,704 -3%
Charles Schwab
77
Charles Schwab
California
$38.8M +$1.44M +28,172 +3%
Calamos Advisors
78
Calamos Advisors
Illinois
$37.8M +$3.86M +75,566 +10%
JHIU
79
Janus Henderson Investors US
Colorado
$36.8M -$67.8M -1,326,947 -62%
Robeco Institutional Asset Management
80
Robeco Institutional Asset Management
Netherlands
$36.5M -$23.1M -451,562 -36%
Massachusetts Financial Services
81
Massachusetts Financial Services
Massachusetts
$36.3M -$32.6M -638,982 -44%
JIR
82
James Investment Research
Ohio
$36M -$1.18M -23,119 -3%
California Public Employees Retirement System
83
California Public Employees Retirement System
California
$34.3M +$926K +18,125 +2%
UBS Group
84
UBS Group
Switzerland
$33.8M -$14.6M -285,835 -28%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$32.1M -$773K -15,134 -2%
Mitsubishi UFJ Trust & Banking
86
Mitsubishi UFJ Trust & Banking
Japan
$31.7M +$117K +2,287 +0.3%
AIM
87
Artemis Investment Management
United Kingdom
$31.3M +$11.1M +217,257 +46%
Teacher Retirement System of Texas
88
Teacher Retirement System of Texas
Texas
$30.8M -$1.26M -24,752 -4%
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$30.5M -$174M -3,415,761 -84%
First Trust Advisors
90
First Trust Advisors
Illinois
$30.3M +$5.57M +109,141 +20%
MTB
91
Mizuho Trust & Banking
Japan
$29.8M -$1.27M -24,874 -4%
RFC
92
Russell Frank Company
Washington
$28.7M +$1.48M +29,054 +5%
RJA
93
Raymond James & Associates
Florida
$28.1M +$18.5M +361,559 +141%
NFA
94
Nationwide Fund Advisors
Ohio
$27.7M +$1.61M +31,469 +5%
BTS
95
BB&T Securities
Virginia
$25.9M +$29.1M +569,869 New
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$25.8M +$454K +8,900 +2%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$25.7M -$938K -18,360 -3%
NMIMC
98
Northwestern Mutual Investment Management Company
Wisconsin
$25.6M +$6.04M +118,303 +27%
AllianceBernstein
99
AllianceBernstein
Tennessee
$25.1M +$204K +4,002 +0.7%
Swiss National Bank
100
Swiss National Bank
Switzerland
$25.1M +$439K +8,600 +2%

WDC Hedge Fund Activity: Q4 2015 in Review

568 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2015, worth a combined $12.9B — down 22% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WDC positions and 69 closed out — a net gain of 29 holders — while 220 added to existing stakes and 196 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $412M. The largest seller was Citadel Advisors, cutting an estimated $385M.

  • 568 institutional investors held Western Digital (WDC) as of Q4 2015, up from 546 in Q3 2015.
  • Funds reported $12.9B of Western Digital stock for Q4 2015, down 22% quarter-over-quarter.
  • 98 funds opened new Western Digital positions in Q4 2015 and 69 closed out, a net change of +29 holders.
  • The largest Western Digital buyer in Q4 2015 was Fidelity Investments, an estimated $412M added.
  • The largest Western Digital seller in Q4 2015 was Citadel Advisors, an estimated $385M sold.

Based on aggregated 13F filings for Q4 2015.