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Western Digital

792 hedge funds and large institutions have $19.1B invested in Western Digital in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 330 increasing their positions, 268 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 268

2% less funds holding

Funds holding: 812792 (-20)

4.26% less ownership

Funds ownership: 113.32%109.07% (-4.3%)

11% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 90

19% less capital invested

Capital invested by funds: $23.5B → $19.1B (-$4.38B)

43% less funds holding in top 10

Funds holding in top 10: 2816 (-12)

44% less call options, than puts

Call options by funds: $452M | Put options by funds: $800M

Holders
792
Holders Change
-20
Holders Change %
-2.46%
% of All Funds
18.13%
Holding in Top 10
16
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-42.86%
% of All Funds
0.37%
New
80
Increased
330
Reduced
268
Closed
90
Calls
$452M
Puts
$800M
Net Calls
-$348M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.46B -$23.7M -372,746 -0.9%
BlackRock
2
BlackRock
New York
$1.63B +$141M +2,217,924 +9%
Capital World Investors
3
Capital World Investors
California
$977M +$18.3M +287,938 +2%
State Street
4
State Street
Massachusetts
$874M +$856K +13,454 +0.1%
ClearBridge Investments
5
ClearBridge Investments
New York
$611M -$12.7M -200,170 -2%
IAM
6
Iridian Asset Management
Connecticut
$453M -$10.8M -169,086 -2%
Goldman Sachs
7
Goldman Sachs
New York
$385M -$154M -2,423,881 -27%
AQR Capital Management
8
AQR Capital Management
Connecticut
$364M -$285M -4,483,026 -42%
Ameriprise
9
Ameriprise
Minnesota
$348M +$18.5M +290,077 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$342M +$22.5M +353,137 +6%
Invesco
11
Invesco
Georgia
$310M +$65.5M +1,029,612 +24%
LAM
12
Lyrical Asset Management
New York
$286M +$7.36M +115,633 +2%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$281M +$65.2M +1,024,127 +27%
LSV Asset Management
14
LSV Asset Management
Illinois
$263M +$12.6M +198,362 +5%
Northern Trust
15
Northern Trust
Illinois
$254M -$6.76M -106,188 -2%
UBS AM
16
UBS AM
Illinois
$245M +$8.2M +128,835 +3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$237M +$4.21M +66,097 +2%
Norges Bank
18
Norges Bank
Norway
$222M +$36.8M +577,847 +18%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$222M -$6.49M -101,933 -3%
Prudential Financial
20
Prudential Financial
New Jersey
$188M +$33.8M +531,181 +20%
Wells Fargo
21
Wells Fargo
California
$180M +$11.4M +179,332 +6%
O
22
OppenheimerFunds
New York
$168M -$3.83M -60,148 -2%
TG
23
TCW Group
California
$167M +$5.14M +80,856 +3%
AIM
24
Artemis Investment Management
United Kingdom
$165M +$25M +393,008 +16%
Morgan Stanley
25
Morgan Stanley
New York
$159M +$65.4M +1,027,384 +60%

WDC Hedge Fund Activity: Q2 2018 in Review

792 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2018, worth a combined $19.1B — down 19% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of WDC and 80 opened new positions — a net loss of 10 holders — while 268 trimmed existing stakes and 330 added.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was AQR Capital Management, cutting an estimated $285M.

  • 792 institutional investors held Western Digital (WDC) as of Q2 2018, down from 812 in Q1 2018.
  • Funds reported $19.1B of Western Digital stock for Q2 2018, down 19% quarter-over-quarter.
  • 80 funds opened new Western Digital positions in Q2 2018 and 90 closed out, a net change of -10 holders.
  • The largest Western Digital buyer in Q2 2018 was BlackRock, an estimated $141M added.
  • The largest Western Digital seller in Q2 2018 was AQR Capital Management, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2018.