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Western Digital

812 hedge funds and large institutions have $23.5B invested in Western Digital in 2018 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 277 increasing their positions, 316 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 1628 (+12)

41% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 81

17% more capital invested

Capital invested by funds: $20B → $23.5B (+$3.45B)

3% more funds holding

Funds holding: 788812 (+24)

0.58% more ownership

Funds ownership: 112.74%113.32% (+0.58%)

12% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 316

25% less call options, than puts

Call options by funds: $587M | Put options by funds: $785M

Holders
812
Holders Change
+24
Holders Change %
+3.05%
% of All Funds
18.61%
Holding in Top 10
28
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+75%
% of All Funds
0.64%
New
114
Increased
277
Reduced
316
Closed
81
Calls
$587M
Puts
$785M
Net Calls
-$199M
Net Calls Change
+$313M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.95B -$2.76M -40,968 -0.1%
BlackRock
2
BlackRock
New York
$1.79B +$17.6M +260,783 +1%
Capital World Investors
3
Capital World Investors
California
$1.15B +$36.5M +542,927 +3%
State Street
4
State Street
Massachusetts
$1.04B -$30.8M -457,352 -3%
AQR Capital Management
5
AQR Capital Management
Connecticut
$746M -$232M -3,448,830 -24%
ClearBridge Investments
6
ClearBridge Investments
New York
$742M -$36.9M -547,490 -5%
Goldman Sachs
7
Goldman Sachs
New York
$628M +$15.8M +235,140 +3%
IAM
8
Iridian Asset Management
Connecticut
$552M -$364K -5,411 -0.1%
Ameriprise
9
Ameriprise
Minnesota
$395M +$35.7M +529,775 +10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$383M +$21.3M +316,274 +6%
LAM
11
Lyrical Asset Management
New York
$333M +$26.7M +396,103 +9%
Northern Trust
12
Northern Trust
Illinois
$311M -$3.48M -51,654 -1%
LSV Asset Management
13
LSV Asset Management
Illinois
$300M +$13.5M +200,826 +5%
Invesco
14
Invesco
Georgia
$298M -$8.8M -130,762 -3%
UBS AM
15
UBS AM
Illinois
$283M -$400K -5,938 -0.1%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$278M +$860K +12,783 +0.3%
Viking Global Investors
17
Viking Global Investors
Connecticut
$277M +$267M +3,972,599 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$272M -$17.8M -265,112 -6%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$264M -$1.93M -28,611 -0.8%
AAM
20
Amerigo Asset Management
Cayman Islands
$238M +$230M +3,414,017 New
Norges Bank
21
Norges Bank
Norway
$225M -$37.5M -557,227 -15%
Renaissance Technologies
22
Renaissance Technologies
New York
$220M -$4.45M -66,150 -2%
O
23
OppenheimerFunds
New York
$204M -$43.9M -651,466 -18%
Wells Fargo
24
Wells Fargo
California
$202M -$1.34M -19,835 -0.7%
TG
25
TCW Group
California
$194M +$41.8M +620,330 +29%

WDC Hedge Fund Activity: Q1 2018 in Review

812 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2018, worth a combined $23.5B — up 17% from $20B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new WDC positions and 81 closed out — a net gain of 33 holders — while 277 added to existing stakes and 316 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $267M. The largest seller was AQR Capital Management, cutting an estimated $232M.

  • 812 institutional investors held Western Digital (WDC) as of Q1 2018, up from 788 in Q4 2017.
  • Funds reported $23.5B of Western Digital stock for Q1 2018, up 17% quarter-over-quarter.
  • 114 funds opened new Western Digital positions in Q1 2018 and 81 closed out, a net change of +33 holders.
  • The largest Western Digital buyer in Q1 2018 was Viking Global Investors, an estimated $267M added.
  • The largest Western Digital seller in Q1 2018 was AQR Capital Management, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2018.