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Western Digital

737 hedge funds and large institutions have $20B invested in Western Digital in 2017 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 3645 (+9)

21% more call options, than puts

Call options by funds: $816M | Put options by funds: $676M

20% more capital invested

Capital invested by funds: $16.7B → $20B (+$3.35B)

3% more funds holding

Funds holding: 714737 (+23)

5% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 285

2.29% less ownership

Funds ownership: 113.92%111.63% (-2.3%)

Holders
737
Holders Change
+23
Holders Change %
+3.22%
% of All Funds
18.35%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
1.12%
New
95
Increased
270
Reduced
285
Closed
62
Calls
$816M
Puts
$676M
Net Calls
+$140M
Net Calls Change
+$481M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.37B +$95M +1,654,449 +5%
BlackRock
2
BlackRock
New York
$1.5B +$1.34B +23,293,142 +3,136%
State Street
3
State Street
Massachusetts
$1.03B -$185M -3,218,353 -16%
ClearBridge Investments
4
ClearBridge Investments
New York
$806M -$64.5M -1,122,111 -8%
IAM
5
Iridian Asset Management
Connecticut
$457M +$299M +5,200,005 +244%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$454M -$20.1M -350,065 -5%
Ameriprise
7
Ameriprise
Minnesota
$333M +$28.9M +503,274 +10%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$330M -$71.6M -1,246,800 -19%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$311M -$643K -11,190 -0.2%
O
10
OppenheimerFunds
New York
$267M -$47.8M -832,192 -16%
Citadel Advisors
11
Citadel Advisors
Florida
$263M +$196M +3,416,626 +425%
Northern Trust
12
Northern Trust
Illinois
$262M +$3.06M +53,199 +1%
LSV Asset Management
13
LSV Asset Management
Illinois
$262M -$19.6M -341,771 -8%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$252M -$22.6M -392,625 -9%
Invesco
15
Invesco
Georgia
$250M +$26.7M +465,616 +13%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$250M +$20.1M +350,206 +10%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$246M +$601K +10,465 +0.3%
LAM
18
Lyrical Asset Management
New York
$220M +$12.3M +213,999 +6%
Wells Fargo
19
Wells Fargo
California
$217M -$41.1M -715,954 -17%
Norges Bank
20
Norges Bank
Norway
$203M -$974K -16,950 -0.5%
UBS AM
21
UBS AM
Illinois
$197M +$62.4M +1,086,388 +52%
AAM
22
Amerigo Asset Management
Cayman Islands
$196M +$20.6M +358,444 +13%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$192M +$12.8M +222,698 +8%
Bank of America
24
Bank of America
North Carolina
$190M -$29.5M -513,080 -14%
AIM
25
Artemis Investment Management
United Kingdom
$189M +$22.2M +387,186 +15%

WDC Hedge Fund Activity: Q1 2017 in Review

737 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2017, worth a combined $20B — up 20% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new WDC positions and 62 closed out — a net gain of 33 holders — while 270 added to existing stakes and 285 trimmed.

The largest buyer was BlackRock, adding an estimated $1.34B. The largest seller was Franklin Resources, cutting an estimated $296M.

  • 737 institutional investors held Western Digital (WDC) as of Q1 2017, up from 714 in Q4 2016.
  • Funds reported $20B of Western Digital stock for Q1 2017, up 20% quarter-over-quarter.
  • 95 funds opened new Western Digital positions in Q1 2017 and 62 closed out, a net change of +33 holders.
  • The largest Western Digital buyer in Q1 2017 was BlackRock, an estimated $1.34B added.
  • The largest Western Digital seller in Q1 2017 was Franklin Resources, an estimated $296M sold.

Based on aggregated 13F filings for Q1 2017.