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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
VI
426
Vestcor Inc
New Brunswick, Canada
$265K +$70.9K +1,601 +23%
MYIA
427
Mount Yale Investment Advisors
Colorado
$262K -$65K -1,467 -15%
RJT
428
Raymond James Trust
Florida
$262K +$50.5K +1,141 +16%
3C
429
361 Capital
Colorado
$259K +$364K +8,228 New
ACI
430
Alpha Cubed Investments
California
$258K +$11.7K +265 +3%
QF
431
QVT Financial
New York
$254K -$551K -12,436 -61%
CIM
432
Contravisory Investment Management
Massachusetts
$254K +$24.4K +551 +7%
PP
433
Palladium Partners
Virginia
$250K -$52.7K -1,191 -13%
SBWM
434
Sunflower Bank Wealth Management
Arizona
$250K
Carson Wealth (CWM LLC)
435
Carson Wealth (CWM LLC)
Nebraska
$249K
AIM
436
Aigen Investment Management
New York
$247K -$713K -16,098 -67%
Schroder Investment Management Group
437
Schroder Investment Management Group
United Kingdom
$245K -$10.8M -244,594 -97%
LP
438
LMR Partners
United Kingdom
$242K -$615K -13,883 -65%
GIA
439
Gladstone Institutional Advisory
Florida
$240K +$124K +2,810 +58%
SF
440
Synovus Financial
Georgia
$239K -$4.87K -110 -1%
EMG
441
ETF Managers Group
New Jersey
$237K +$319K +7,209 New
RIM
442
Redpoint Investment Management
Australia
$236K
PIA
443
Piedmont Investment Advisors
North Carolina
$236K +$6.69K +151 +2%
BFA
444
Beacon Financial Advisory
Ohio
$228K +$5.27K +119 +2%
SW
445
SteelPeak Wealth
California
$221K -$122K -2,756 -28%
SBIA
446
Sheaff Brock Investment Advisors
Indiana
$216K
BC
447
Burney Company
Virginia
$209K -$23.1K -521 -7%
SSG
448
Summit Securities Group
New York
$208K -$30.4M -686,505 -99%
PFGIA
449
Patriot Financial Group Insurance Agency
Massachusetts
$203K +$170K +3,848 +147%
FDCDDQ
450
Federation des caisses Desjardins du Quebec
Quebec, Canada
$189K +$130K +2,930 +95%

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.