We are live on ! Find out more
WDC icon

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
Barclays
101
Barclays
United Kingdom
$24M +$7.56M +148,015 +39%
USAA
102
United Services Automobile Association
Texas
$23.8M +$125K +2,457 +0.5%
ZAM
103
Zenit Asset Management
Sweden
$23.4M +$10.3M +201,207 +65%
RG
104
Renaissance Group
Kentucky
$23.3M +$1.73M +33,938 +7%
CIM
105
Contrarius Investment Management
Jersey
$22.7M +$25.6M +501,003 New
EWM
106
Evercore Wealth Management
New York
$22.3M +$2.68M +52,451 +12%
Adage Capital Partners
107
Adage Capital Partners
Massachusetts
$21.8M -$8.07M -157,966 -25%
Principal Financial Group
108
Principal Financial Group
Iowa
$20.8M +$316K +6,196 +1%
GT
109
Glenmede Trust
Pennsylvania
$20.1M +$18.8M +368,547 +496%
Canada Life
110
Canada Life
Manitoba, Canada
$20M +$339K +6,642 +2%
LC
111
Loews Corp
New York
$19.9M +$6.46M +126,585 +41%
PI
112
Putnam Investments
Massachusetts
$19.8M -$30.2M -591,444 -58%
DnB Asset Management
113
DnB Asset Management
Norway
$19.4M +$20.8M +407,881 +2,180%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$18.9M +$3.65M +71,382 +21%
Jacobs Levy Equity Management
115
Jacobs Levy Equity Management
New Jersey
$18.3M +$1.95M +38,195 +10%
RhumbLine Advisers
116
RhumbLine Advisers
Massachusetts
$17.7M +$188K +3,678 +1%
Franklin Resources
117
Franklin Resources
California
$17.4M +$6.05M +118,524 +45%
FMI
118
Factory Mutual Insurance
Massachusetts
$16.6M +$1.35M +26,460 +8%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$16.3M -$200K -3,926 -1%
Stifel Financial
120
Stifel Financial
Missouri
$15.9M +$5.5M +107,690 +44%
Macquarie Group
121
Macquarie Group
Australia
$15.6M -$50.7K -992 -0.3%
PIA
122
Piedmont Investment Advisors
North Carolina
$15.6M -$3.27M -64,004 -16%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$15.3M +$1.63M +31,838 +10%
BHC
124
Bowen Hanes & Co
Florida
$15.2M +$17.1M +335,156 New
ZDA
125
Zweig-DiMenna Associates
New York
$14.5M +$7.49M +146,721 +85%

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.