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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
SBWM
426
Sunflower Bank Wealth Management
Arizona
$265K
FMW
427
Farr Miller & Washington
District of Columbia
$265K +$257K +7,938 New
PP
428
Palladium Partners
Virginia
$263K -$2.14K -66 -0.8%
SF
429
Synovus Financial
Georgia
$263K +$3.14K +97 +1%
IWP
430
Icon Wealth Partners
Texas
$253K +$246K +7,587 New
RIM
431
Redpoint Investment Management
Australia
$251K
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$249K
Mercer Global Advisors
433
Mercer Global Advisors
Colorado
$248K -$594K -18,339 -71%
CIM
434
Contravisory Investment Management
Massachusetts
$244K -$26.7K -823 -10%
SAM
435
Selway Asset Management
$243K -$47.1K -1,455 -17%
BFA
436
Beacon Financial Advisory
Ohio
$242K
MA
437
MUFG Americas
New York
$241K +$111K +3,411 +90%
MC
438
Moors & Cabot
Massachusetts
$240K +$235K +7,253 New
SW
439
SteelPeak Wealth
California
$234K +$162 +5 +0.1%
PAG
440
Private Advisor Group
New Jersey
$232K +$225K +6,947 New
AMCA
441
Arthur M. Cohen & Associates
Illinois
$231K +$224K +6,919 New
QSS
442
Quantitative Systematic Strategies
Florida
$229K -$633K -19,550 -74%
ACA
443
Atlas Capital Advisors
Wyoming
$229K -$310K -9,568 -58%
HS
444
Haafor (Singapore)
Singapore
$225K -$83.2K -2,569 -28%
M
445
MOTCO
Texas
$222K +$216K +6,664 New
ICM
446
Ionic Capital Management
New York
$221K +$214K +6,615 New
EAM
447
Erste Asset Management
Austria
$216K +$214K +6,615 +3,500%
BC
448
Burney Company
Virginia
$212K -$9.69K -299 -4%
CCM
449
Canal Capital Management
Virginia
$211K +$205K +6,320 New
ATPW
450
Ashton Thomas Private Wealth
Arizona
$208K -$226K -6,962 -53%

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.