We are live on ! Find out more
WDC icon

Western Digital

605 hedge funds and large institutions have $22.9B invested in Western Digital in 2014 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 214 increasing their positions, 232 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 48

50% more funds holding in top 10

Funds holding in top 10: 2030 (+10)

17% more capital invested

Capital invested by funds: $19.5B → $22.9B (+$3.38B)

6% more funds holding

Funds holding: 569605 (+36)

3.28% more ownership

Funds ownership: 102.24%105.52% (+3.3%)

8% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 232

27% less call options, than puts

Call options by funds: $171M | Put options by funds: $235M

Holders
605
Holders Change
+36
Holders Change %
+6.33%
% of All Funds
16.14%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.8%
New
93
Increased
214
Reduced
232
Closed
48
Calls
$171M
Puts
$235M
Net Calls
-$64.6M
Net Calls Change
-$70.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.57B +$28.4M +375,779 +2%
State Street
2
State Street
Massachusetts
$1.12B +$14.5M +192,616 +1%
AAM
3
Alken Asset Management
United Kingdom
$776M +$51.9M +686,723 +8%
Boston Partners
4
Boston Partners
Massachusetts
$752M +$78.8M +1,043,232 +13%
BIT
5
BlackRock Institutional Trust
California
$751M +$69.8M +924,410 +11%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$676M +$75.9M +1,004,707 +14%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$529M -$51.1M -676,901 -10%
LSV Asset Management
8
LSV Asset Management
Illinois
$493M -$13.3M -175,952 -3%
O
9
OppenheimerFunds
New York
$479M +$18.4M +243,512 +4%
AIM
10
abrdn Investment Management
United Kingdom
$471M +$170M +2,255,244 +67%
APG Asset Management
11
APG Asset Management
Netherlands
$426M -$31.5M -416,738 -8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$423M -$19M -251,202 -5%
BFA
13
BlackRock Fund Advisors
California
$378M +$23.8M +315,220 +7%
Northern Trust
14
Northern Trust
Illinois
$374M +$1.52M +20,096 +0.5%
AQR Capital Management
15
AQR Capital Management
Connecticut
$330M +$42.6M +564,801 +17%
CIP
16
Cornerstone Investment Partners
Georgia
$313M -$36.1M -477,574 -11%
AL
17
AJO LP
Pennsylvania
$305M -$15M -198,688 -5%
Deutsche Bank
18
Deutsche Bank
Germany
$287M -$61.3M -811,314 -19%
Wells Fargo
19
Wells Fargo
California
$272M +$150M +1,987,609 +157%
Invesco
20
Invesco
Georgia
$266M -$41.7M -552,135 -15%
BG
21
BlackRock Group
United Kingdom
$263M +$26.3M +347,666 +12%
American Century Companies
22
American Century Companies
Missouri
$261M -$75.1M -995,200 -24%
JHIU
23
Janus Henderson Investors US
Colorado
$255M +$12.1M +160,803 +6%
HCM
24
Herndon Capital Management
Georgia
$255M +$710K +9,408 +0.3%
Norges Bank
25
Norges Bank
Norway
$231M -$93.4M -1,236,668 -31%

WDC Hedge Fund Activity: Q4 2014 in Review

605 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2014, worth a combined $22.9B — up 17% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new WDC positions and 48 closed out — a net gain of 45 holders — while 214 added to existing stakes and 232 trimmed.

The largest buyer was abrdn Investment Management, adding an estimated $170M. The largest seller was Norges Bank, cutting an estimated $93.4M.

  • 605 institutional investors held Western Digital (WDC) as of Q4 2014, up from 569 in Q3 2014.
  • Funds reported $22.9B of Western Digital stock for Q4 2014, up 17% quarter-over-quarter.
  • 93 funds opened new Western Digital positions in Q4 2014 and 48 closed out, a net change of +45 holders.
  • The largest Western Digital buyer in Q4 2014 was abrdn Investment Management, an estimated $170M added.
  • The largest Western Digital seller in Q4 2014 was Norges Bank, an estimated $93.4M sold.

Based on aggregated 13F filings for Q4 2014.