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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
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$313K +$66.5K +1,501 +18%
AW
402
Alpha Windward
Massachusetts
$308K -$141K -3,175 -24%
William Blair & Company
403
William Blair & Company
Illinois
$302K -$65.7K -1,483 -13%
Los Angeles Capital Management
404
Los Angeles Capital Management
California
$302K +$425K +9,592 New
IIM
405
Ironwood Investment Management
Massachusetts
$299K -$299K -6,748 -42%
QT
406
Quantamental Technologies
New York
$298K +$420K +9,482 New
MYLI
407
Meiji Yasuda Life Insurance
Japan
$296K
IRF
408
IBM Retirement Fund
New York
$293K +$154K +3,468 +59%
HS
409
Haafor (Singapore)
Singapore
$293K +$412K +9,302 New
MYAM
410
Meiji Yasuda Asset Management
Japan
$289K -$96.1K -2,170 -19%
Bessemer Group
411
Bessemer Group
New Jersey
$283K -$70K -1,581 -15%
RCM
412
Radnor Capital Management
Pennsylvania
$283K
EMG
413
Ellington Management Group
Connecticut
$283K +$398K +8,996 New
BRWA
414
B. Riley Wealth Advisors
Florida
$280K +$90.8K +2,050 +30%
IAIM
415
International Assets Investment Management
Florida
$276K +$1.99M +44,899 New
SAM
416
Selway Asset Management
$275K -$141K -3,175 -27%
IB
417
Intrust Bank
Kansas
$273K -$80.8K -1,825 -17%
YMRC
418
Yorktown Management & Research Company
Virginia
$271K -$187K -4,233 -33%
LIA
419
LS Investment Advisors
Michigan
$271K -$63.5K -1,435 -14%
PCM
420
Palisade Capital Management
New Jersey
$271K +$117K +2,646 +44%
SDAM
421
Shulman DeMeo Asset Management
New York
$270K -$4.03K -91 -1%
AIL
422
AGF Investments LLC
Ontario, Canada
$270K +$23.4K +528 +7%
HC
423
Hourglass Capital
Texas
$269K +$176K +3,969 +86%
BFEC
424
Benjamin F. Edwards & Company
Missouri
$266K
FA
425
FDx Advisors
Illinois
$265K +$6.33K +143 +2%

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.