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Western Digital

551 hedge funds and large institutions have $18.7B invested in Western Digital in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 187 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $274M | Put options by funds: $160M

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

1% more capital invested

Capital invested by funds: $18.5B → $18.7B (+$201M)

1% more funds holding

Funds holding: 546551 (+5)

0.41% more ownership

Funds ownership: 102.82%103.23% (+0.41%)

20% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 233

23% less funds holding in top 10

Funds holding in top 10: 3023 (-7)

Holders
551
Holders Change
+5
Holders Change %
+0.92%
% of All Funds
15.84%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.66%
New
58
Increased
187
Reduced
233
Closed
49
Calls
$274M
Puts
$160M
Net Calls
+$114M
Net Calls Change
+$7.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.45B -$27.8M -415,243 -2%
State Street
2
State Street
Massachusetts
$896M +$86.1M +1,285,106 +11%
AAM
3
Alken Asset Management
United Kingdom
$671M -$20.1M -300,596 -3%
Norges Bank
4
Norges Bank
Norway
$576M +$234M +3,488,604 +73%
BIT
5
BlackRock Institutional Trust
California
$535M -$7.72M -115,179 -1%
O
6
OppenheimerFunds
New York
$529M +$9.07M +135,347 +2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$523M +$127M +1,894,566 +34%
Boston Partners
8
Boston Partners
Massachusetts
$520M +$65.2M +972,308 +15%
LSV Asset Management
9
LSV Asset Management
Illinois
$426M -$3.23M -48,194 -0.8%
APG Asset Management
10
APG Asset Management
Netherlands
$400M -$24.4M -364,763 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$388M -$32.7M -488,544 -8%
American Century Companies
12
American Century Companies
Missouri
$344M +$165M +2,461,729 +100%
Invesco
13
Invesco
Georgia
$299M -$39.5M -589,279 -12%
AQR Capital Management
14
AQR Capital Management
Connecticut
$283M +$4.82M +71,839 +2%
BFA
15
BlackRock Fund Advisors
California
$279M +$11M +164,067 +4%
CIP
16
Cornerstone Investment Partners
Georgia
$275M -$23.7M -353,546 -8%
AL
17
AJO LP
Pennsylvania
$275M -$5.9M -87,953 -2%
Northern Trust
18
Northern Trust
Illinois
$261M -$45.5M -678,967 -15%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$239M +$71.6M +1,068,294 +45%
Allianz Asset Management
20
Allianz Asset Management
Germany
$222M -$83.6M -1,246,899 -28%
HCM
21
Herndon Capital Management
Georgia
$221M -$7.94M -118,423 -4%
BIP
22
Brandes Investment Partners
California
$209M -$12.8M -190,246 -6%
AIM
23
abrdn Investment Management
United Kingdom
$206M +$49.2M +734,096 +33%
Deutsche Bank
24
Deutsche Bank
Germany
$200M +$114M +1,703,803 +147%
BG
25
BlackRock Group
United Kingdom
$189M +$15.8M +235,062 +10%

WDC Hedge Fund Activity: Q2 2014 in Review

551 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2014, worth a combined $18.7B — up 1.1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WDC positions and 49 closed out — a net gain of 9 holders — while 187 added to existing stakes and 233 trimmed.

The largest buyer was Norges Bank, adding an estimated $234M. The largest seller was Turiya Advisors Asia, exiting entirely with an estimated $181M sold.

  • 551 institutional investors held Western Digital (WDC) as of Q2 2014, up from 546 in Q1 2014.
  • Funds reported $18.7B of Western Digital stock for Q2 2014, up 1.1% quarter-over-quarter.
  • 58 funds opened new Western Digital positions in Q2 2014 and 49 closed out, a net change of +9 holders.
  • The largest Western Digital buyer in Q2 2014 was Norges Bank, an estimated $234M added.
  • The largest Western Digital seller in Q2 2014 was Turiya Advisors Asia, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2014.