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Western Digital

694 hedge funds and large institutions have $16.3B invested in Western Digital in 2021 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 231 increasing their positions, 219 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 918 (+9)

95% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 76

17% more capital invested

Capital invested by funds: $14B → $16.3B (+$2.36B)

10% more funds holding

Funds holding: 630694 (+64)

5% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 219

0.61% more ownership

Funds ownership: 106.9%107.51% (+0.61%)

43% less call options, than puts

Call options by funds: $645M | Put options by funds: $1.12B

Holders
694
Holders Change
+64
Holders Change %
+10.16%
% of All Funds
10.68%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.28%
New
148
Increased
231
Reduced
219
Closed
76
Calls
$645M
Puts
$1.12B
Net Calls
-$479M
Net Calls Change
-$356M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
376
Redpoint Investment Management
Australia
$529K
MYAM
377
Meiji Yasuda Asset Management
Japan
$529K +$12K +277 +3%
Koshinski Asset Management
378
Koshinski Asset Management
Illinois
$526K +$2.3K +53 +0.5%
SLI
379
Sumitomo Life Insurance
Japan
$515K -$6.78K -156 -1%
FT
380
Fiduciary Trust
Massachusetts
$514K
CFM
381
Coronation Fund Managers
South Africa
$513K
CP
382
CenterBook Partners
Connecticut
$509K +$449K +10,331 New
EDRH
383
Edmond de Rothschild Holding
Switzerland
$507K -$224K -5,146 -33%
SIAG
384
Safeguard Investment Advisory Group
California
$507K -$20K -461 -4%
American Century Companies
385
American Century Companies
Missouri
$504K +$114K +2,624 +35%
SG Americas Securities
386
SG Americas Securities
New York
$495K -$2.9M -66,740 -87%
BIA
387
Barry Investment Advisors
Massachusetts
$495K -$189K -4,341 -30%
MSFS
388
Main Street Financial Solutions
Pennsylvania
$483K -$23K -529 -5%
FA
389
FDx Advisors
Illinois
$480K -$21K -483 -5%
AI
390
AXS Investments
New York
$474K +$418K +9,618 New
MYLI
391
Meiji Yasuda Life Insurance
Japan
$470K -$80.5K -1,852 -16%
WS
392
Wedbush Securities
California
$467K +$8.99K +207 +2%
VPIM
393
Vanguard Personalized Indexing Management
California
$460K +$94.9K +2,183 +31%
CI
394
Cigna Investments
Connecticut
$451K -$140K -3,213 -26%
OFA
395
Oak Family Advisors
Illinois
$447K +$95.6K +2,199 +32%
BPM
396
Bowling Portfolio Management
Ohio
$434K
TSS
397
Two Sigma Securities
New York
$431K -$850K -19,560 -69%
BFEC
398
Benjamin F. Edwards & Company
Missouri
$430K +$57.5K +1,323 +18%
TCM
399
Twin Capital Management
Pennsylvania
$425K -$25.3K -582 -6%
SW
400
SVB Wealth
Massachusetts
$424K -$1.45M -33,322 -79%

WDC Hedge Fund Activity: Q4 2021 in Review

694 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2021, worth a combined $16.3B — up 17% from $14B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new WDC positions and 76 closed out — a net gain of 72 holders — while 231 added to existing stakes and 219 trimmed.

The largest buyer was Vanguard Group, adding an estimated $99M. The largest seller was Menora Mivtachim Holdings, exiting entirely with an estimated $136M sold.

  • 694 institutional investors held Western Digital (WDC) as of Q4 2021, up from 630 in Q3 2021.
  • Funds reported $16.3B of Western Digital stock for Q4 2021, up 17% quarter-over-quarter.
  • 148 funds opened new Western Digital positions in Q4 2021 and 76 closed out, a net change of +72 holders.
  • The largest Western Digital buyer in Q4 2021 was Vanguard Group, an estimated $99M added.
  • The largest Western Digital seller in Q4 2021 was Menora Mivtachim Holdings, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2021.