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Western Digital

499 hedge funds and large institutions have $12.3B invested in Western Digital in 2013 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 175 increasing their positions, 202 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $11.5B → $12.3B (+$821M)

5.07% more ownership

Funds ownership: 93.99%99.06% (+5.1%)

4% more funds holding

Funds holding: 479499 (+20)

10% less call options, than puts

Call options by funds: $192M | Put options by funds: $215M

13% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 202

32% less funds holding in top 10

Funds holding in top 10: 2215 (-7)

Holders
499
Holders Change
+20
Holders Change %
+4.18%
% of All Funds
16.18%
Holding in Top 10
15
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-31.82%
% of All Funds
0.49%
New
67
Increased
175
Reduced
202
Closed
43
Calls
$192M
Puts
$215M
Net Calls
-$22.3M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$944M +$16.8M +340,245 +2%
State Street
2
State Street
Massachusetts
$583M +$21.1M +427,952 +4%
AAM
3
Alken Asset Management
United Kingdom
$551M +$568M +11,507,885 New
O
4
OppenheimerFunds
New York
$365M +$185M +3,750,273 +97%
BIT
5
BlackRock Institutional Trust
California
$360M -$11.2M -226,068 -3%
LSV Asset Management
6
LSV Asset Management
Illinois
$341M -$284K -5,755 -0.1%
Invesco
7
Invesco
Georgia
$276M +$54M +1,093,441 +23%
Allianz Asset Management
8
Allianz Asset Management
Germany
$267M +$94.2M +1,908,743 +52%
Norges Bank
9
Norges Bank
Norway
$262M +$6.32M +128,032 +2%
AL
10
AJO LP
Pennsylvania
$249M +$63.2M +1,280,400 +33%
CIP
11
Cornerstone Investment Partners
Georgia
$235M -$10.8M -218,955 -4%
HCM
12
Herndon Capital Management
Georgia
$233M +$17.2M +347,546 +8%
APG Asset Management
13
APG Asset Management
Netherlands
$232M -$1.79M -36,347 -0.7%
BIP
14
Brandes Investment Partners
California
$228M -$9.14M -185,141 -4%
CBOA
15
Commonwealth Bank of Australia
Australia
$188M -$159M -3,230,426 -45%
Northern Trust
16
Northern Trust
Illinois
$187M -$12.5M -252,383 -6%
AQR Capital Management
17
AQR Capital Management
Connecticut
$181M +$5.1M +103,326 +3%
JP Morgan Chase
18
JP Morgan Chase
New York
$173M +$69.7M +1,412,083 +64%
BFA
19
BlackRock Fund Advisors
California
$168M +$2.51M +50,934 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$168M -$37.8M -765,837 -18%
Boston Partners
21
Boston Partners
Massachusetts
$148M +$74.6M +1,511,852 +95%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$133M +$2.63M +53,210 +2%
RFC
23
Russell Frank Company
Washington
$124M +$9.67M +195,976 +8%
TCIM
24
TIAA CREF Investment Management
New York
$123M +$9.73M +197,210 +8%
FPA
25
First Pacific Advisors
California
$110M -$37.7M -763,371 -25%