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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
DAS
376
Dynamic Advisor Solutions
Arizona
$378K +$22.2K +684 +6%
SDAM
377
Shulman DeMeo Asset Management
New York
$375K +$85.8K +2,648 +31%
PI
378
Putnam Investments
Massachusetts
$375K +$364K +11,226 New
DCM
379
Dupont Capital Management
Delaware
$372K -$6.61K -204 -2%
VWA
380
V Wealth Advisors
Kansas
$371K -$82.6K -2,549 -19%
VDI
381
Vaughan David Investments
Illinois
$368K -$13.5M -417,613 -97%
IB
382
Intrust Bank
Kansas
$365K +$72.6K +2,240 +26%
ICM
383
Intrepid Capital Management
Florida
$363K +$353K +10,890 New
LP
384
LMR Partners
United Kingdom
$361K +$112K +3,471 +47%
RJT
385
Raymond James Trust
Florida
$359K +$78.7K +2,428 +29%
ST
386
Smithfield Trust
Pennsylvania
$359K +$223K +6,884 +177%
SEC
387
Seven Eight Capital
New York
$358K -$72.9K -2,249 -17%
WIA
388
Wealthstreet Investment Advisors
Texas
$356K
DIG
389
DeepCurrents Investment Group
New York
$355K +$345K +10,641 New
MML Investors Services
390
MML Investors Services
Massachusetts
$353K -$14.4K -443 -4%
FBFS
391
First Business Financial Services
Wisconsin
$350K -$75.5K -2,331 -18%
Koshinski Asset Management
392
Koshinski Asset Management
Illinois
$348K -$3.34K -103 -1%
B
393
Barings
North Carolina
$346K
LIA
394
LS Investment Advisors
Michigan
$342K +$52.2K +1,611 +19%
OIA
395
Optimum Investment Advisors
Illinois
$340K -$12.9K -397 -4%
BPM
396
Bowling Portfolio Management
Ohio
$340K -$3.76K -116 -1%
FA
397
FDx Advisors
Illinois
$336K +$52.9K +1,632 +19%
CB
398
Commerce Bank
Missouri
$335K -$158K -4,891 -33%
AQR Capital Management
399
AQR Capital Management
Connecticut
$330K -$205K -6,336 -39%
BRWA
400
B. Riley Wealth Advisors
Florida
$330K +$31.5K +971 +11%

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.