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Western Digital

605 hedge funds and large institutions have $18.7B invested in Western Digital in 2015 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 219 increasing their positions, 247 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 67

8% more call options, than puts

Call options by funds: $314M | Put options by funds: $292M

0% more funds holding

Funds holding: 605605 (0)

0.99% less ownership

Funds ownership: 105.52%104.53% (-0.99%)

11% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 247

18% less capital invested

Capital invested by funds: $22.9B → $18.7B (-$4.23B)

30% less funds holding in top 10

Funds holding in top 10: 3021 (-9)

Holders
605
Holders Change
Holders Change %
0%
% of All Funds
16.12%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.56%
New
75
Increased
219
Reduced
247
Closed
67
Calls
$314M
Puts
$292M
Net Calls
+$22.5M
Net Calls Change
+$87.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$24M -$9.47M -121,102 -26%
GT
127
Glenmede Trust
Pennsylvania
$23.4M +$14.3M +182,514 +116%
Jacobs Levy Equity Management
128
Jacobs Levy Equity Management
New Jersey
$23.2M +$1.21M +15,496 +5%
Barclays
129
Barclays
United Kingdom
$22.9M -$6.67M -85,265 -20%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$22.6M -$314K -4,021 -1%
AAMU
131
Amundi Asset Management US
Massachusetts
$21.4M -$13.3M -169,904 -35%
NMIMC
132
Northwestern Mutual Investment Management Company
Wisconsin
$20.6M +$23.5M +299,882 New
Balyasny Asset Management
133
Balyasny Asset Management
Illinois
$20.3M +$14.7M +188,298 +176%
FMI
134
Factory Mutual Insurance
Massachusetts
$20.1M +$3.72M +47,628 +19%
AIA
135
Affinity Investment Advisors
California
$20.1M +$4.56M +58,278 +25%
PC
136
Polar Capital
United Kingdom
$20.1M -$3.75M -47,890 -14%
DekaBank Deutsche Girozentrale
137
DekaBank Deutsche Girozentrale
Germany
$19.3M -$3.28M -41,969 -13%
Macquarie Group
138
Macquarie Group
Australia
$19.3M -$429K -5,480 -2%
Credit Agricole
139
Credit Agricole
France
$19M -$9.86M -126,047 -31%
N
140
Nuveen
North Carolina
$18.4M +$2.43M +31,114 +13%
NI
141
Numeric Investors
Massachusetts
$17.8M +$17M +217,987 +533%
CPM
142
Crescent Park Management
California
$17.5M +$9.55M +122,122 +92%
Stifel Financial
143
Stifel Financial
Missouri
$17M +$589K +7,534 +3%
DP
144
DW Partners
New York
$16.9M +$19.1M +244,755 New
STB
145
S&T Bank
Pennsylvania
$16.9M +$3.54M +45,259 +23%
Citigroup
146
Citigroup
New York
$16.7M +$5.56M +71,040 +41%
ICM
147
Ionic Capital Management
New York
$16.5M +$18.7M +239,579 New
NIM
148
Nexus Investment Management
Ontario, Canada
$16.3M -$238K -3,043 -1%
OAM
149
Origin Asset Management
United Kingdom
$16.1M -$106K -1,356 -0.6%
BGIM
150
Brandywine Global Investment Management
Pennsylvania
$16M -$43.6M -557,980 -71%

WDC Hedge Fund Activity: Q1 2015 in Review

605 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2015, worth a combined $18.7B — down 18% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new WDC positions and 67 closed out — a net gain of 8 holders — while 219 added to existing stakes and 247 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $182M. The largest seller was Wellington Management Group, cutting an estimated $130M.

  • 605 institutional investors held Western Digital (WDC) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $18.7B of Western Digital stock for Q1 2015, down 18% quarter-over-quarter.
  • 75 funds opened new Western Digital positions in Q1 2015 and 67 closed out, a net change of +8 holders.
  • The largest Western Digital buyer in Q1 2015 was Citadel Advisors, an estimated $182M added.
  • The largest Western Digital seller in Q1 2015 was Wellington Management Group, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2015.