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Western Digital

609 hedge funds and large institutions have $10.5B invested in Western Digital in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 224 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $10.1B → $10.5B (+$413M)

2% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 229

2.19% less ownership

Funds ownership: 107.2%105.01% (-2.2%)

3% less funds holding

Funds holding: 628609 (-19)

17% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 86

28% less call options, than puts

Call options by funds: $380M | Put options by funds: $531M

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
609
Holders Change
-19
Holders Change %
-3.03%
% of All Funds
12.49%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.16%
New
71
Increased
224
Reduced
229
Closed
86
Calls
$380M
Puts
$531M
Net Calls
-$151M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
226
Sound Income Strategies
Florida
$1.99M +$240K +7,398 +14%
CIBC Asset Management
227
CIBC Asset Management
Ontario, Canada
$1.96M +$67.9K +2,096 +4%
JI
228
Jeereddi Investments
California
$1.94M
ECM
229
Evergreen Capital Management
Washington
$1.93M +$1.87M +57,820 New
Capstone Investment Advisors
230
Capstone Investment Advisors
New York
$1.9M -$259K -7,991 -12%
MSA
231
Mason Street Advisors
Wisconsin
$1.89M +$15.1K +467 +0.8%
MLICM
232
Metropolitan Life Insurance Company (MetLife)
New York
$1.89M -$97.4K -3,007 -5%
Public Employees Retirement Association of Colorado
233
Public Employees Retirement Association of Colorado
Colorado
$1.88M -$592K -18,268 -24%
JIR
234
James Investment Research
Ohio
$1.77M -$970K -29,935 -36%
FSA
235
Financial Sense Advisors
California
$1.77M +$1.72M +53,019 New
PCM
236
Penn Capital Management
Pennsylvania
$1.76M +$385K +11,878 +30%
GWM
237
Greenwich Wealth Management
Connecticut
$1.75M +$713 +22 +0%
Cambridge Investment Research Advisors
238
Cambridge Investment Research Advisors
Iowa
$1.73M -$210K -6,485 -11%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$1.73M +$11.1K +342 +0.7%
BCM
240
Buckhead Capital Management
Georgia
$1.7M +$61.5K +1,897 +4%
BBA
241
BLB&B Advisors
Pennsylvania
$1.7M -$27K -833 -2%
FAF
242
Första AP-fonden
Sweden
$1.69M -$219K -6,747 -12%
PI
243
PineBridge Investments
New York
$1.64M +$270K +8,347 +20%
SEI Investments
244
SEI Investments
Pennsylvania
$1.64M -$904K -27,900 -36%
CC
245
Cipher Capital
New York
$1.63M +$1.18M +36,491 +298%
Baird Financial Group
246
Baird Financial Group
Wisconsin
$1.6M +$1.03M +31,755 +196%
CHAM
247
Clear Harbor Asset Management
Connecticut
$1.56M -$31.5K -971 -2%
AT
248
Arden Trust
Delaware
$1.54M +$207K +6,392 +16%
RJFSA
249
Raymond James Financial Services Advisors
Florida
$1.51M +$157K +4,854 +12%
MNBTD
250
Moody National Bank Trust Division
Texas
$1.49M -$10.5K -323 -0.7%

WDC Hedge Fund Activity: Q2 2020 in Review

609 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2020, worth a combined $10.5B — up 4.1% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of WDC and 71 opened new positions — a net loss of 15 holders — while 229 trimmed existing stakes and 224 added.

The largest buyer was Fidelity Investments, adding an estimated $194M. The largest seller was BlackRock, cutting an estimated $160M.

  • 609 institutional investors held Western Digital (WDC) as of Q2 2020, down from 628 in Q1 2020.
  • Funds reported $10.5B of Western Digital stock for Q2 2020, up 4.1% quarter-over-quarter.
  • 71 funds opened new Western Digital positions in Q2 2020 and 86 closed out, a net change of -15 holders.
  • The largest Western Digital buyer in Q2 2020 was Fidelity Investments, an estimated $194M added.
  • The largest Western Digital seller in Q2 2020 was BlackRock, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2020.