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Western Digital

788 hedge funds and large institutions have $20B invested in Western Digital in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 283 increasing their positions, 279 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 93

3% more funds holding

Funds holding: 763788 (+25)

1% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 279

0.4% more ownership

Funds ownership: 112.34%112.74% (+0.4%)

8% less capital invested

Capital invested by funds: $21.6B → $20B (-$1.63B)

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

54% less call options, than puts

Call options by funds: $434M | Put options by funds: $945M

Holders
788
Holders Change
+25
Holders Change %
+3.28%
% of All Funds
17.87%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.36%
New
126
Increased
283
Reduced
279
Closed
93
Calls
$434M
Puts
$945M
Net Calls
-$511M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.55B +$74.7M +1,160,024 +3%
BlackRock
2
BlackRock
New York
$1.52B +$30.4M +471,423 +2%
Capital World Investors
3
Capital World Investors
California
$954M -$49.2M -764,756 -5%
State Street
4
State Street
Massachusetts
$925M +$4.38M +67,964 +0.4%
AQR Capital Management
5
AQR Capital Management
Connecticut
$850M +$438M +6,805,050 +93%
ClearBridge Investments
6
ClearBridge Investments
New York
$673M -$34.8M -539,799 -5%
Goldman Sachs
7
Goldman Sachs
New York
$527M +$217M +3,374,516 +63%
IAM
8
Iridian Asset Management
Connecticut
$476M +$5.84M +90,771 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$311M +$14.6M +227,501 +5%
Ameriprise
10
Ameriprise
Minnesota
$309M -$15.6M -242,127 -5%
Northern Trust
11
Northern Trust
Illinois
$271M -$4.48M -69,632 -2%
Invesco
12
Invesco
Georgia
$264M -$9.9M -153,713 -3%
LAM
13
Lyrical Asset Management
New York
$263M +$8.79M +136,488 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$250M -$11.3M -175,199 -4%
LSV Asset Management
15
LSV Asset Management
Illinois
$246M -$3.29M -51,030 -1%
UBS AM
16
UBS AM
Illinois
$244M +$44.9M +696,879 +21%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$239M -$7.3M -113,396 -3%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$229M +$20.6M +319,511 +9%
Norges Bank
19
Norges Bank
Norway
$227M +$18.2M +281,934 +8%
O
20
OppenheimerFunds
New York
$215M -$9.88M -153,426 -4%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$203M -$1.63M -25,383 -0.7%
Renaissance Technologies
22
Renaissance Technologies
New York
$193M +$83.2M +1,291,821 +67%
Wells Fargo
23
Wells Fargo
California
$175M +$11.6M +180,250 +7%
Bank of America
24
Bank of America
North Carolina
$166M -$116M -1,794,042 -39%
Millennium Management
25
Millennium Management
New York
$140M +$72.8M +1,130,969 +94%

WDC Hedge Fund Activity: Q4 2017 in Review

788 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2017, worth a combined $20B — down 7.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new WDC positions and 93 closed out — a net gain of 33 holders — while 283 added to existing stakes and 279 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $438M. The largest seller was Appaloosa LP, cutting an estimated $168M.

  • 788 institutional investors held Western Digital (WDC) as of Q4 2017, up from 763 in Q3 2017.
  • Funds reported $20B of Western Digital stock for Q4 2017, down 7.5% quarter-over-quarter.
  • 126 funds opened new Western Digital positions in Q4 2017 and 93 closed out, a net change of +33 holders.
  • The largest Western Digital buyer in Q4 2017 was AQR Capital Management, an estimated $438M added.
  • The largest Western Digital seller in Q4 2017 was Appaloosa LP, an estimated $168M sold.

Based on aggregated 13F filings for Q4 2017.