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Western Digital

536 hedge funds and large institutions have $10.2B invested in Western Digital in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 161 increasing their positions, 208 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

4% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 71

0% more call options, than puts

Call options by funds: $379M | Put options by funds: $378M

0% more funds holding

Funds holding: 536536 (0)

0% less capital invested

Capital invested by funds: $10.2B → $10.2B (-$2.18M)

1.1% less ownership

Funds ownership: 112.75%111.65% (-1.1%)

23% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 208

Holders
536
Holders Change
Holders Change %
0%
% of All Funds
8.42%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
74
Increased
161
Reduced
208
Closed
71
Calls
$379M
Puts
$378M
Net Calls
+$984K
Net Calls Change
-$6.53M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
426
Global Retirement Partners
California
$21.7K -$18.4K -661 -47%
AF
427
Allworth Financial
California
$20.7K +$417 +15 +2%
CA
428
Clearstead Advisors
Ohio
$20.3K
BC
429
Bartlett & Co
Ohio
$19K +$18.4K +662 New
MMG
430
Monetary Management Group
Missouri
$19K
BCWM
431
Bartlett & Co Wealth Management
Ohio
$19K +$18.4K +662 New
ACA
432
Atlas Capital Advisors
Wyoming
$18K -$2.92K -105 -14%
PIAS
433
PCA Investment Advisory Services
Ohio
$17.6K +$17.1K +614 New
IFAM
434
Institutional & Family Asset Management
Colorado
$17.5K -$946 -34 -5%
PPC
435
Park Place Capital
Alabama
$16.9K +$16.4K +589 New
SSG
436
Summit Securities Group
New York
$16K -$81.2K -2,920 -84%
PFBT
437
Parkside Financial Bank & Trust
Missouri
$15.8K -$862 -31 -5%
AS
438
AM Squared
Hong Kong
$15.2K +$14.7K +529 New
CAS
439
Coppell Advisory Solutions
Texas
$15.2K +$14.8K +533 New
GWS
440
Glassman Wealth Services
Virginia
$15K +$2.17K +78 +18%
FFA
441
Fairfield Financial Advisors
Massachusetts
$14.7K
ZB
442
Zions Bancorporation
Utah
$14.1K +$1.25K +45 +10%
EDRH
443
Edmond de Rothschild Holding
Switzerland
$12.9K
SWM
444
Sugarloaf Wealth Management
Georgia
$12K
CFD
445
Creative Financial Designs
Indiana
$11.8K +$1.98K +71 +21%
FFA
446
Farther Finance Advisors
California
$11.5K -$139 -5 -1%
HNB
447
Huntington National Bank
Ohio
$11.5K +$3.62K +130 +48%
WIM
448
Westside Investment Management
California
$11.4K
BAM
449
Bellevue Asset Management
Washington
$11.4K
TF
450
Tompkins Financial
New York
$11.4K