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Western Digital

633 hedge funds and large institutions have $11.8B invested in Western Digital in 2016 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 325 increasing their positions, 150 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 150

109% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 65

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

11% more funds holding

Funds holding: 569633 (+64)

10% more capital invested

Capital invested by funds: $10.8B → $11.8B (+$1.06B)

8.95% more ownership

Funds ownership: 118.56%127.52% (+9%)

13% less call options, than puts

Call options by funds: $625M | Put options by funds: $716M

Holders
633
Holders Change
+64
Holders Change %
+11.25%
% of All Funds
16.89%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
136
Increased
325
Reduced
150
Closed
65
Calls
$625M
Puts
$716M
Net Calls
-$91.2M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B +$215M +6,517,094 +25%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$592M -$176M -5,340,539 -24%
ClearBridge Investments
3
ClearBridge Investments
New York
$541M +$199M +6,039,248 +66%
State Street
4
State Street
Massachusetts
$509M +$33.6M +1,021,937 +8%
AIG
5
American International Group
New York
$455M +$414M +12,572,514 +8,125%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$420M -$125M -3,808,340 -24%
BIT
7
BlackRock Institutional Trust
California
$341M +$28.2M +855,160 +10%
BFA
8
BlackRock Fund Advisors
California
$219M +$40.5M +1,229,613 +25%
LSV Asset Management
9
LSV Asset Management
Illinois
$190M -$4.3M -130,489 -2%
Goldman Sachs
10
Goldman Sachs
New York
$181M -$76.3M -2,317,471 -31%
Northern Trust
11
Northern Trust
Illinois
$167M +$19.5M +591,990 +14%
O
12
OppenheimerFunds
New York
$167M +$20.5M +621,669 +15%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$160M +$75.1M +2,279,434 +103%
Bank of America
14
Bank of America
North Carolina
$157M +$37.5M +1,137,485 +35%
JP Morgan Chase
15
JP Morgan Chase
New York
$141M -$7.67M -233,033 -6%
APG Asset Management
16
APG Asset Management
Netherlands
$133M +$9.63M +292,357 +9%
BG
17
BlackRock Group
United Kingdom
$131M -$41M -1,244,640 -25%
Norges Bank
18
Norges Bank
Norway
$130M +$25.4M +771,880 +27%
DCM
19
Discovery Capital Management
Connecticut
$130M +$120M +3,647,511 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$130M +$13.8M +418,398 +13%
Fidelity International
21
Fidelity International
Bermuda
$122M -$50.1M -1,520,463 -31%
Wells Fargo
22
Wells Fargo
California
$118M +$23.1M +700,856 +27%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$117M -$12.3M -373,385 -10%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$116M +$13.5M +410,573 +14%
LAM
25
Lyrical Asset Management
New York
$115M +$6.63M +201,445 +7%

WDC Hedge Fund Activity: Q2 2016 in Review

633 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2016, worth a combined $11.8B — up 9.8% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new WDC positions and 65 closed out — a net gain of 71 holders — while 325 added to existing stakes and 150 trimmed.

The largest buyer was American International Group, adding an estimated $414M. The largest seller was Amerigo Asset Management, exiting entirely with an estimated $201M sold.

  • 633 institutional investors held Western Digital (WDC) as of Q2 2016, up from 569 in Q1 2016.
  • Funds reported $11.8B of Western Digital stock for Q2 2016, up 9.8% quarter-over-quarter.
  • 136 funds opened new Western Digital positions in Q2 2016 and 65 closed out, a net change of +71 holders.
  • The largest Western Digital buyer in Q2 2016 was American International Group, an estimated $414M added.
  • The largest Western Digital seller in Q2 2016 was Amerigo Asset Management, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2016.