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Western Digital

774 hedge funds and large institutions have $21.7B invested in Western Digital in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 285 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 54

8% more capital invested

Capital invested by funds: $20B → $21.7B (+$1.67B)

5% more funds holding

Funds holding: 737774 (+37)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

1% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 285

0.19% less ownership

Funds ownership: 111.63%111.44% (-0.19%)

46% less call options, than puts

Call options by funds: $503M | Put options by funds: $927M

Holders
774
Holders Change
+37
Holders Change %
+5.02%
% of All Funds
19.3%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.17%
New
96
Increased
289
Reduced
285
Closed
54
Calls
$503M
Puts
$927M
Net Calls
-$424M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.65B +$106M +1,589,444 +4%
BlackRock
2
BlackRock
New York
$1.64B +$26.4M +397,730 +2%
State Street
3
State Street
Massachusetts
$1.04B -$56.2M -845,899 -5%
Capital World Investors
4
Capital World Investors
California
$1.02B +$1.01B +15,219,009 New
ClearBridge Investments
5
ClearBridge Investments
New York
$828M -$36.5M -549,997 -4%
IAM
6
Iridian Asset Management
Connecticut
$500M +$8.81M +132,558 +2%
Ameriprise
7
Ameriprise
Minnesota
$394M +$35.6M +536,203 +10%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$371M +$16.6M +249,411 +5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$286M -$199M -2,994,073 -41%
Northern Trust
10
Northern Trust
Illinois
$283M +$1.44M +21,745 +0.5%
LSV Asset Management
11
LSV Asset Management
Illinois
$281M -$378K -5,688 -0.1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$280M +$11.4M +170,850 +4%
LAM
13
Lyrical Asset Management
New York
$273M +$37.2M +560,087 +16%
O
14
OppenheimerFunds
New York
$269M -$17.2M -259,028 -6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$266M +$2.19M +32,969 +0.8%
AIM
16
Artemis Investment Management
United Kingdom
$255M +$52.2M +785,339 +26%
Invesco
17
Invesco
Georgia
$252M -$16.1M -242,062 -6%
Wells Fargo
18
Wells Fargo
California
$252M +$18.4M +276,873 +8%
FAM
19
Fred Alger Management
New York
$250M +$52.2M +785,689 +27%
Citadel Advisors
20
Citadel Advisors
Florida
$247M -$35.3M -532,023 -13%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$238M -$95.9M -1,442,915 -29%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$232M -$38.6M -580,707 -14%
UBS AM
23
UBS AM
Illinois
$229M +$17M +255,237 +8%
Bank of America
24
Bank of America
North Carolina
$229M +$24.6M +370,741 +12%
AL
25
Appaloosa LP
New Jersey
$228M +$112M +1,680,210 +98%

WDC Hedge Fund Activity: Q2 2017 in Review

774 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2017, worth a combined $21.7B — up 8.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new WDC positions and 54 closed out — a net gain of 42 holders — while 289 added to existing stakes and 285 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $199M.

  • 774 institutional investors held Western Digital (WDC) as of Q2 2017, up from 737 in Q1 2017.
  • Funds reported $21.7B of Western Digital stock for Q2 2017, up 8.4% quarter-over-quarter.
  • 96 funds opened new Western Digital positions in Q2 2017 and 54 closed out, a net change of +42 holders.
  • The largest Western Digital buyer in Q2 2017 was Capital World Investors, an estimated $1.01B added.
  • The largest Western Digital seller in Q2 2017 was Fidelity Investments, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2017.