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Western Digital

697 hedge funds and large institutions have $14.4B invested in Western Digital in 2018 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 295 increasing their positions, 253 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 253

2.46% more ownership

Funds ownership: 109.07%111.52% (+2.5%)

12% less funds holding

Funds holding: 792697 (-95)

25% less capital invested

Capital invested by funds: $19.1B → $14.4B (-$4.73B)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

43% less call options, than puts

Call options by funds: $407M | Put options by funds: $714M

60% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 145

Holders
697
Holders Change
-95
Holders Change %
-11.99%
% of All Funds
15.94%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.25%
New
58
Increased
295
Reduced
253
Closed
145
Calls
$407M
Puts
$714M
Net Calls
-$307M
Net Calls Change
+$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.84B -$25.9M -511,804 -1%
BlackRock
2
BlackRock
New York
$1.51B +$314M +6,205,990 +22%
State Street
3
State Street
Massachusetts
$694M +$38.3M +755,520 +5%
ClearBridge Investments
4
ClearBridge Investments
New York
$523M +$69.8M +1,377,421 +13%
IAM
5
Iridian Asset Management
Connecticut
$368M +$28.6M +564,233 +7%
Ameriprise
6
Ameriprise
Minnesota
$268M +$5.03M +99,348 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$266M +$8.42M +166,306 +3%
Invesco
8
Invesco
Georgia
$247M +$14M +275,810 +5%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$239M +$29.6M +585,194 +12%
LAM
10
Lyrical Asset Management
New York
$233M +$18.8M +371,371 +8%
AQR Capital Management
11
AQR Capital Management
Connecticut
$232M -$49.7M -980,824 -16%
Franklin Resources
12
Franklin Resources
California
$226M +$251M +4,963,066 +3,493%
LSV Asset Management
13
LSV Asset Management
Illinois
$217M +$20.2M +398,484 +9%
Morgan Stanley
14
Morgan Stanley
New York
$211M +$104M +2,044,551 +75%
Northern Trust
15
Northern Trust
Illinois
$185M -$7.89M -155,812 -4%
UBS AM
16
UBS AM
Illinois
$180M -$5.36M -105,762 -3%
Norges Bank
17
Norges Bank
Norway
$180M +$13.1M +257,850 +7%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$179M +$46.7K +922 +0%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$178M +$130M +2,569,984 +178%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$176M +$8.6M +169,797 +4%
Wells Fargo
21
Wells Fargo
California
$148M +$13.4M +263,804 +9%
Goldman Sachs
22
Goldman Sachs
New York
$146M -$166M -3,284,845 -50%
Capital International Investors
23
Capital International Investors
California
$140M +$161M +3,175,200 New
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$135M +$62.7M +1,237,553 +68%
O
25
OppenheimerFunds
New York
$126M -$807K -15,929 -0.6%

WDC Hedge Fund Activity: Q3 2018 in Review

697 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q3 2018, worth a combined $14.4B — down 25% from $19.1B a quarter earlier.

Sellers outnumbered buyers: 145 funds closed out of WDC and 58 opened new positions — a net loss of 87 holders — while 253 trimmed existing stakes and 295 added.

The largest buyer was BlackRock, adding an estimated $314M. The largest seller was Capital World Investors, cutting an estimated $712M.

  • 697 institutional investors held Western Digital (WDC) as of Q3 2018, down from 792 in Q2 2018.
  • Funds reported $14.4B of Western Digital stock for Q3 2018, down 25% quarter-over-quarter.
  • 58 funds opened new Western Digital positions in Q3 2018 and 145 closed out, a net change of -87 holders.
  • The largest Western Digital buyer in Q3 2018 was BlackRock, an estimated $314M added.
  • The largest Western Digital seller in Q3 2018 was Capital World Investors, an estimated $712M sold.

Based on aggregated 13F filings for Q3 2018.