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Western Digital

645 hedge funds and large institutions have $14.7B invested in Western Digital in 2016 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 247 increasing their positions, 237 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more funds holding in top 10

Funds holding in top 10: 1132 (+21)

24% more capital invested

Capital invested by funds: $11.8B → $14.7B (+$2.85B)

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

2% more funds holding

Funds holding: 633645 (+12)

1.13% more ownership

Funds ownership: 127.52%128.65% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 237

43% less call options, than puts

Call options by funds: $448M | Put options by funds: $793M

Holders
645
Holders Change
+12
Holders Change %
+1.9%
% of All Funds
17.21%
Holding in Top 10
32
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+190.91%
% of All Funds
0.85%
New
95
Increased
247
Reduced
237
Closed
79
Calls
$448M
Puts
$793M
Net Calls
-$345M
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.54B +$75.4M +2,000,843 +6%
State Street
2
State Street
Massachusetts
$812M +$154M +4,099,146 +29%
ClearBridge Investments
3
ClearBridge Investments
New York
$647M -$18.6M -494,522 -3%
AIG
4
American International Group
New York
$591M +$24.4M +648,245 +5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$486M -$210M -5,578,049 -34%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$464M -$47.7M -1,266,936 -11%
BIT
7
BlackRock Institutional Trust
California
$436M +$11.4M +301,705 +3%
Franklin Resources
8
Franklin Resources
California
$300M +$244M +6,488,254 +2,141%
BFA
9
BlackRock Fund Advisors
California
$283M +$10.9M +288,429 +5%
O
10
OppenheimerFunds
New York
$242M +$30.3M +804,940 +17%
LSV Asset Management
11
LSV Asset Management
Illinois
$226M -$7.99M -211,950 -4%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$216M +$15.2M +404,523 +9%
Northern Trust
13
Northern Trust
Illinois
$202M -$3.95M -104,722 -2%
JP Morgan Chase
14
JP Morgan Chase
New York
$178M +$2.78M +73,837 +2%
Wells Fargo
15
Wells Fargo
California
$175M +$24.3M +644,100 +19%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$166M +$5.19M +137,799 +4%
BG
17
BlackRock Group
United Kingdom
$165M +$1.91M +50,690 +1%
Norges Bank
18
Norges Bank
Norway
$162M +$7.09M +188,255 +5%
Fidelity International
19
Fidelity International
Bermuda
$153M +$2.19M +58,122 +2%
Invesco
20
Invesco
Georgia
$148M +$6.26M +166,075 +5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$146M +$2.01M +53,372 +2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$146M +$30.3M +803,450 +32%
LAM
23
Lyrical Asset Management
New York
$141M -$1.19M -31,486 -1%
Ameriprise
24
Ameriprise
Minnesota
$137M +$26.2M +694,988 +29%
Goldman Sachs
25
Goldman Sachs
New York
$135M -$76M -2,017,836 -40%

WDC Hedge Fund Activity: Q3 2016 in Review

645 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q3 2016, worth a combined $14.7B — up 24% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new WDC positions and 79 closed out — a net gain of 16 holders — while 247 added to existing stakes and 237 trimmed.

The largest buyer was Franklin Resources, adding an estimated $244M. The largest seller was T. Rowe Price Associates, cutting an estimated $210M.

  • 645 institutional investors held Western Digital (WDC) as of Q3 2016, up from 633 in Q2 2016.
  • Funds reported $14.7B of Western Digital stock for Q3 2016, up 24% quarter-over-quarter.
  • 95 funds opened new Western Digital positions in Q3 2016 and 79 closed out, a net change of +16 holders.
  • The largest Western Digital buyer in Q3 2016 was Franklin Resources, an estimated $244M added.
  • The largest Western Digital seller in Q3 2016 was T. Rowe Price Associates, an estimated $210M sold.

Based on aggregated 13F filings for Q3 2016.