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Western Digital

568 hedge funds and large institutions have $12.9B invested in Western Digital in 2015 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 220 increasing their positions, 196 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

12% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 196

4% more funds holding

Funds holding: 546568 (+22)

3.59% more ownership

Funds ownership: 105.49%109.08% (+3.6%)

22% less capital invested

Capital invested by funds: $16.4B → $12.9B (-$3.54B)

28% less call options, than puts

Call options by funds: $214M | Put options by funds: $296M

67% less funds holding in top 10

Funds holding in top 10: 155 (-10)

Holders
568
Holders Change
+22
Holders Change %
+4.03%
% of All Funds
14.9%
Holding in Top 10
5
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-66.67%
% of All Funds
0.13%
New
98
Increased
220
Reduced
196
Closed
69
Calls
$214M
Puts
$296M
Net Calls
-$81.9M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$951M +$34.5M +675,353 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$790M +$412M +8,076,221 +87%
State Street
3
State Street
Massachusetts
$576M +$13M +253,897 +2%
Boston Partners
4
Boston Partners
Massachusetts
$476M -$53.1M -1,040,195 -9%
BIT
5
BlackRock Institutional Trust
California
$462M +$115M +2,261,814 +29%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$424M +$343M +6,715,912 +255%
ClearBridge Investments
7
ClearBridge Investments
New York
$316M +$356M +6,972,879 New
AAM
8
Alken Asset Management
United Kingdom
$310M -$115M -2,254,328 -25%
O
9
OppenheimerFunds
New York
$255M +$15.9M +311,130 +6%
LSV Asset Management
10
LSV Asset Management
Illinois
$249M -$11M -214,554 -4%
BG
11
BlackRock Group
United Kingdom
$236M +$86M +1,683,991 +48%
BFA
12
BlackRock Fund Advisors
California
$225M +$14M +273,309 +6%
Northern Trust
13
Northern Trust
Illinois
$182M -$12.4M -242,167 -6%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$170M -$31.3M -612,812 -14%
AAM
15
Amerigo Asset Management
Cayman Islands
$164M +$185M +3,623,341 New
APG Asset Management
16
APG Asset Management
Netherlands
$159M -$14.4M -282,419 -7%
Deutsche Bank
17
Deutsche Bank
Germany
$157M -$79.2M -1,551,769 -31%
Invesco
18
Invesco
Georgia
$150M +$5.9M +115,529 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$148M -$45M -882,233 -21%
Wells Fargo
20
Wells Fargo
California
$143M +$49.8M +974,458 +45%
BIP
21
Brandes Investment Partners
California
$136M -$5.37M -105,148 -3%
JP Morgan Chase
22
JP Morgan Chase
New York
$132M +$126M +2,471,959 +579%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$132M +$101M +1,969,650 +212%
Norges Bank
24
Norges Bank
Norway
$131M +$3.25M +63,744 +2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$131M +$17M +332,443 +13%

WDC Hedge Fund Activity: Q4 2015 in Review

568 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2015, worth a combined $12.9B — down 22% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WDC positions and 69 closed out — a net gain of 29 holders — while 220 added to existing stakes and 196 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $412M. The largest seller was Citadel Advisors, cutting an estimated $385M.

  • 568 institutional investors held Western Digital (WDC) as of Q4 2015, up from 546 in Q3 2015.
  • Funds reported $12.9B of Western Digital stock for Q4 2015, down 22% quarter-over-quarter.
  • 98 funds opened new Western Digital positions in Q4 2015 and 69 closed out, a net change of +29 holders.
  • The largest Western Digital buyer in Q4 2015 was Fidelity Investments, an estimated $412M added.
  • The largest Western Digital seller in Q4 2015 was Citadel Advisors, an estimated $385M sold.

Based on aggregated 13F filings for Q4 2015.