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Western Digital

628 hedge funds and large institutions have $10.1B invested in Western Digital in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 211 increasing their positions, 250 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.66% less ownership

Funds ownership: 110.86%107.2% (-3.7%)

9% less funds holding

Funds holding: 693628 (-65)

16% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 250

32% less call options, than puts

Call options by funds: $305M | Put options by funds: $446M

36% less capital invested

Capital invested by funds: $15.8B → $10.1B (-$5.75B)

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

42% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 135

Holders
628
Holders Change
-65
Holders Change %
-9.38%
% of All Funds
13.84%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.31%
New
78
Increased
211
Reduced
250
Closed
135
Calls
$305M
Puts
$446M
Net Calls
-$140M
Net Calls Change
+$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
226
Stephens Inc
Arkansas
$2.15M +$103K +2,330 +4%
Ensign Peak Advisors
227
Ensign Peak Advisors
Utah
$2.14M -$4.98M -112,475 -62%
HIMCH
228
Hartford Investment Management Co (HIMCO)
Connecticut
$2.14M -$132K -2,983 -4%
PP
229
Paloma Partners
Connecticut
$2.13M +$2.99M +67,567 New
Capstone Investment Advisors
230
Capstone Investment Advisors
New York
$2.04M +$2.52M +56,988 +724%
Rafferty Asset Management
231
Rafferty Asset Management
New York
$1.99M +$453K +10,222 +19%
NIPH
232
NN Investment Partners Holdings
Netherlands
$1.98M -$2.58M -58,227 -48%
JG
233
Jefferies Group
New York
$1.97M -$4.86M -109,751 -64%
MSL
234
Mackay Shields LLC
New York
$1.89M -$18.8K -424 -0.7%
MLICM
235
Metropolitan Life Insurance Company (MetLife)
New York
$1.87M -$10.1K -227 -0.4%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$1.84M +$840K +18,960 +48%
JI
237
Jeereddi Investments
California
$1.83M
PI
238
PFS Investments
Georgia
$1.83M +$581K +13,109 +29%
NAM
239
Nissay Asset Management
Japan
$1.81M +$814K +18,374 +47%
EVM
240
Eaton Vance Management
Massachusetts
$1.8M +$2.17K +49 +0.1%
FAF
241
Första AP-fonden
Sweden
$1.8M +$2.54M +57,286 New
IAN
242
Integrated Advisors Network
Texas
$1.79M +$143K +3,226 +6%
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$1.78M -$155K -3,506 -6%
AB
244
Amalgamated Bank
New York
$1.78M -$93.6K -2,114 -4%
MSA
245
Mason Street Advisors
Wisconsin
$1.77M
Nomura Holdings
246
Nomura Holdings
Japan
$1.76M +$2.48M +55,987 New
CS
247
Candriam SCA
Luxembourg
$1.75M
FIM
248
Freedom Investment Management
Connecticut
$1.66M -$323K -7,303 -18%
GWM
249
Greenwich Wealth Management
Connecticut
$1.65M -$310 -7 -0%
SIS
250
Sound Income Strategies
Florida
$1.64M +$310K +7,000 +16%

WDC Hedge Fund Activity: Q1 2020 in Review

628 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2020, worth a combined $10.1B — down 36% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of WDC and 78 opened new positions — a net loss of 57 holders — while 250 trimmed existing stakes and 211 added.

The largest buyer was Boston Partners, adding an estimated $346M. The largest seller was Wellington Management Group, cutting an estimated $184M.

  • 628 institutional investors held Western Digital (WDC) as of Q1 2020, down from 693 in Q4 2019.
  • Funds reported $10.1B of Western Digital stock for Q1 2020, down 36% quarter-over-quarter.
  • 78 funds opened new Western Digital positions in Q1 2020 and 135 closed out, a net change of -57 holders.
  • The largest Western Digital buyer in Q1 2020 was Boston Partners, an estimated $346M added.
  • The largest Western Digital seller in Q1 2020 was Wellington Management Group, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2020.