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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
OC
326
Oarsman Capital
Wisconsin
$631K -$518K -11,693 -37%
II
327
Inspire Investing
Idaho
$612K -$99.7K -2,252 -10%
EDRH
328
Edmond de Rothschild Holding
Switzerland
$608K -$2M -45,118 -70%
PVWM
329
Point View Wealth Management
New Jersey
$604K -$9.21K -208 -1%
LWM
330
Lenox Wealth Management
Ohio
$596K -$9.08K -205 -1%
ACM
331
AlphaCrest Capital Management
New York
$595K +$388K +8,768 +87%
BAM
332
Berkshire Asset Management
Pennsylvania
$588K +$536K +12,097 +183%
Daiwa Securities Group
333
Daiwa Securities Group
Japan
$583K +$71.4K +1,612 +10%
ECM
334
ETrade Capital Management
Virginia
$578K +$356K +8,044 +78%
Thrivent Financial for Lutherans
335
Thrivent Financial for Lutherans
Minnesota
$564K
FAAS
336
First Allied Advisory Services
California
$560K -$32.6K -736 -4%
GIM
337
Granahan Investment Management
Massachusetts
$559K +$787K +17,777 New
PAM
338
Panagora Asset Management
Massachusetts
$532K -$463K -10,446 -38%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
339
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$529K -$200K -4,521 -21%
LSERS
340
Louisiana State Employees Retirement System
Louisiana
$529K -$82K -1,852 -10%
MNG
341
Manning & Napier Group
New York
$523K -$6.81M -153,881 -90%
VIA
342
Vident Investment Advisory
Georgia
$522K -$160K -3,616 -18%
SLI
343
Sumitomo Life Insurance
Japan
$522K -$1.06K -24 -0.1%
ACA
344
Atlas Capital Advisors
Wyoming
$517K +$34.9K +787 +5%
AQR Capital Management
345
AQR Capital Management
Connecticut
$514K
LFAS
346
Level Four Advisory Services
Texas
$513K +$45.7K +1,031 +7%
Baird Financial Group
347
Baird Financial Group
Wisconsin
$510K +$60.1K +1,357 +9%
BOTW
348
Bank of the West
California
$508K -$69.1K -1,561 -9%
DADC
349
D.A. Davidson & Co
Montana
$505K +$225K +5,083 +47%
TNB
350
TCF National Bank
South Dakota
$504K -$29.6K -668 -4%

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.