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Western Digital

634 hedge funds and large institutions have $9.12B invested in Western Digital in 2018 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 267 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.14% more ownership

Funds ownership: 111.52%113.66% (+2.1%)

9% less funds holding

Funds holding: 697634 (-63)

20% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 267

25% less call options, than puts

Call options by funds: $329M | Put options by funds: $440M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

36% less capital invested

Capital invested by funds: $14.4B → $9.12B (-$5.24B)

39% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 150

Holders
634
Holders Change
-63
Holders Change %
-9.04%
% of All Funds
14.13%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.16%
New
92
Increased
213
Reduced
267
Closed
150
Calls
$329M
Puts
$440M
Net Calls
-$110M
Net Calls Change
+$197M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B +$9.73M +274,641 +0.7%
BlackRock
2
BlackRock
New York
$906M -$58M -1,636,870 -5%
State Street
3
State Street
Massachusetts
$444M -$85.4K -2,411 -0%
Franklin Resources
4
Franklin Resources
California
$382M +$304M +8,576,354 +168%
ClearBridge Investments
5
ClearBridge Investments
New York
$320M -$12.8M -360,189 -3%
AIG
6
American International Group
New York
$275M +$332M +9,369,053 +1,950%
IAM
7
Iridian Asset Management
Connecticut
$219M -$17M -481,051 -6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$175M +$8.43M +237,899 +4%
Invesco
9
Invesco
Georgia
$172M +$20.2M +569,525 +10%
Ameriprise
10
Ameriprise
Minnesota
$171M +$2.28M +64,220 +1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$169M +$72.2M +2,038,496 +51%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$160M +$62.1M +1,752,387 +44%
LAM
13
Lyrical Asset Management
New York
$147M -$52.2K -1,472 -0%
LSV Asset Management
14
LSV Asset Management
Illinois
$137M -$215K -6,079 -0.1%
UBS AM
15
UBS AM
Illinois
$127M +$15.9M +449,216 +11%
Northern Trust
16
Northern Trust
Illinois
$118M +$1.04M +29,447 +0.7%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$115M +$2.03M +57,299 +1%
Norges Bank
18
Norges Bank
Norway
$113M -$933K -26,341 -0.6%
Morgan Stanley
19
Morgan Stanley
New York
$101M -$40.8M -1,151,017 -24%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$95.2M +$12.4M +350,517 +11%
DnB Asset Management
21
DnB Asset Management
Norway
$89.7M +$87.5M +2,468,037 +333%
First Trust Advisors
22
First Trust Advisors
Illinois
$86.4M +$33.1M +934,239 +43%
O
23
OppenheimerFunds
New York
$80.4M +$718K +20,268 +0.7%
AQR Capital Management
24
AQR Capital Management
Connecticut
$79.4M -$84.8M -2,393,698 -46%
Goldman Sachs
25
Goldman Sachs
New York
$79M -$16.7M -471,188 -14%

WDC Hedge Fund Activity: Q4 2018 in Review

634 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2018, worth a combined $9.12B — down 36% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of WDC and 92 opened new positions — a net loss of 58 holders — while 267 trimmed existing stakes and 213 added.

The largest buyer was American International Group, adding an estimated $332M. The largest seller was Capital International Investors, exiting entirely with an estimated $140M sold.

  • 634 institutional investors held Western Digital (WDC) as of Q4 2018, down from 697 in Q3 2018.
  • Funds reported $9.12B of Western Digital stock for Q4 2018, down 36% quarter-over-quarter.
  • 92 funds opened new Western Digital positions in Q4 2018 and 150 closed out, a net change of -58 holders.
  • The largest Western Digital buyer in Q4 2018 was American International Group, an estimated $332M added.
  • The largest Western Digital seller in Q4 2018 was Capital International Investors, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2018.