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Western Digital

546 hedge funds and large institutions have $17.1B invested in Western Digital in 2013 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 172 increasing their positions, 232 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 41

107% more funds holding in top 10

Funds holding in top 10: 1531 (+16)

39% more capital invested

Capital invested by funds: $12.3B → $17.1B (+$4.84B)

9% more funds holding

Funds holding: 499546 (+47)

4.72% more ownership

Funds ownership: 99.06%103.79% (+4.7%)

15% less call options, than puts

Call options by funds: $175M | Put options by funds: $206M

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 232

Holders
546
Holders Change
+47
Holders Change %
+9.42%
% of All Funds
15.85%
Holding in Top 10
31
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+106.67%
% of All Funds
0.9%
New
92
Increased
172
Reduced
232
Closed
41
Calls
$175M
Puts
$206M
Net Calls
-$30.8M
Net Calls Change
-$8.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.31B +$48.8M +874,134 +4%
State Street
2
State Street
Massachusetts
$784M +$10.9M +195,784 +2%
AAM
3
Alken Asset Management
United Kingdom
$648M -$72.4M -1,296,316 -11%
O
4
OppenheimerFunds
New York
$521M +$33.1M +591,983 +8%
BIT
5
BlackRock Institutional Trust
California
$466M -$8.93M -159,776 -2%
LSV Asset Management
6
LSV Asset Management
Illinois
$439M -$10.9M -195,319 -3%
Norges Bank
7
Norges Bank
Norway
$367M +$17.7M +317,558 +6%
APG Asset Management
8
APG Asset Management
Netherlands
$363M +$49.1M +878,484 +18%
Boston Partners
9
Boston Partners
Massachusetts
$360M +$144M +2,578,011 +83%
Invesco
10
Invesco
Georgia
$357M -$7.13M -127,635 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$321M +$86.7M +1,552,380 +44%
Allianz Asset Management
12
Allianz Asset Management
Germany
$305M -$42.7M -763,879 -14%
CIP
13
Cornerstone Investment Partners
Georgia
$292M -$16.3M -291,043 -6%
HCM
14
Herndon Capital Management
Georgia
$284M -$21.7M -389,020 -8%
JP Morgan Chase
15
JP Morgan Chase
New York
$279M +$44.4M +795,045 +22%
AL
16
AJO LP
Pennsylvania
$269M -$53.2M -951,343 -18%
AQR Capital Management
17
AQR Capital Management
Connecticut
$266M +$23.4M +419,263 +11%
BIP
18
Brandes Investment Partners
California
$252M -$43.5M -778,358 -16%
Northern Trust
19
Northern Trust
Illinois
$245M -$1.66M -29,795 -0.8%
BFA
20
BlackRock Fund Advisors
California
$234M +$10.4M +186,283 +5%
TAA
21
Turiya Advisors Asia
Hong Kong
$210M +$75.7M +1,355,404 +70%
PI
22
Putnam Investments
Massachusetts
$207M +$176M +3,142,520 +2,436%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$158M +$38.4M +687,805 +38%
TCIM
24
TIAA CREF Investment Management
New York
$157M -$5.13M -91,782 -4%
OTPPB
25
Ontario Teachers' Pension Plan Board
Ontario, Canada
$144M +$21.6M +387,218 +21%

WDC Hedge Fund Activity: Q4 2013 in Review

546 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2013, worth a combined $17.1B — up 39% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new WDC positions and 41 closed out — a net gain of 51 holders — while 172 added to existing stakes and 232 trimmed.

The largest buyer was Putnam Investments, adding an estimated $176M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $207M.

  • 546 institutional investors held Western Digital (WDC) as of Q4 2013, up from 499 in Q3 2013.
  • Funds reported $17.1B of Western Digital stock for Q4 2013, up 39% quarter-over-quarter.
  • 92 funds opened new Western Digital positions in Q4 2013 and 41 closed out, a net change of +51 holders.
  • The largest Western Digital buyer in Q4 2013 was Putnam Investments, an estimated $176M added.
  • The largest Western Digital seller in Q4 2013 was Commonwealth Bank of Australia, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2013.