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Western Digital

569 hedge funds and large institutions have $19.5B invested in Western Digital in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 202 increasing their positions, 236 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 39

3% more funds holding

Funds holding: 551569 (+18)

4% more capital invested

Capital invested by funds: $18.7B → $19.5B (+$808M)

3% more call options, than puts

Call options by funds: $186M | Put options by funds: $181M

0.99% less ownership

Funds ownership: 103.23%102.24% (-0.99%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

14% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 236

Holders
569
Holders Change
+18
Holders Change %
+3.27%
% of All Funds
16.51%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.58%
New
64
Increased
202
Reduced
236
Closed
39
Calls
$186M
Puts
$181M
Net Calls
+$5.52M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.35B -$180M -2,391,067 -12%
State Street
2
State Street
Massachusetts
$970M +$24.9M +331,006 +3%
AAM
3
Alken Asset Management
United Kingdom
$629M -$78.2M -1,040,794 -11%
BIT
4
BlackRock Institutional Trust
California
$592M +$28.7M +381,364 +5%
Boston Partners
5
Boston Partners
Massachusetts
$584M +$36.5M +485,180 +7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$521M +$274M +3,650,787 +107%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$514M -$38.2M -507,894 -7%
LSV Asset Management
8
LSV Asset Management
Illinois
$446M -$3.58M -47,694 -0.8%
APG Asset Management
9
APG Asset Management
Netherlands
$405M -$17.4M -231,747 -4%
O
10
OppenheimerFunds
New York
$403M -$158M -2,100,115 -28%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$390M -$19.8M -263,524 -5%
Northern Trust
12
Northern Trust
Illinois
$328M +$53.6M +713,315 +19%
Deutsche Bank
13
Deutsche Bank
Germany
$312M +$104M +1,381,088 +48%
CIP
14
Cornerstone Investment Partners
Georgia
$310M +$21M +279,709 +7%
BFA
15
BlackRock Fund Advisors
California
$309M +$15.1M +201,120 +5%
American Century Companies
16
American Century Companies
Missouri
$302M -$61.4M -817,133 -17%
Norges Bank
17
Norges Bank
Norway
$294M -$320M -4,258,854 -52%
AL
18
AJO LP
Pennsylvania
$283M -$7.02M -93,391 -2%
Invesco
19
Invesco
Georgia
$274M -$42M -559,194 -13%
AQR Capital Management
20
AQR Capital Management
Connecticut
$249M -$50.7M -675,175 -17%
AIM
21
abrdn Investment Management
United Kingdom
$248M +$31.8M +422,483 +14%
HCM
22
Herndon Capital Management
Georgia
$224M -$9.73M -129,408 -4%
Allianz Asset Management
23
Allianz Asset Management
Germany
$215M -$19.1M -253,650 -8%
JHIU
24
Janus Henderson Investors US
Colorado
$212M +$36.4M +483,688 +20%
BG
25
BlackRock Group
United Kingdom
$206M +$6.89M +91,659 +3%

WDC Hedge Fund Activity: Q3 2014 in Review

569 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q3 2014, worth a combined $19.5B — up 4.3% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WDC positions and 39 closed out — a net gain of 25 holders — while 202 added to existing stakes and 236 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $274M. The largest seller was Norges Bank, cutting an estimated $320M.

  • 569 institutional investors held Western Digital (WDC) as of Q3 2014, up from 551 in Q2 2014.
  • Funds reported $19.5B of Western Digital stock for Q3 2014, up 4.3% quarter-over-quarter.
  • 64 funds opened new Western Digital positions in Q3 2014 and 39 closed out, a net change of +25 holders.
  • The largest Western Digital buyer in Q3 2014 was Wellington Management Group, an estimated $274M added.
  • The largest Western Digital seller in Q3 2014 was Norges Bank, an estimated $320M sold.

Based on aggregated 13F filings for Q3 2014.