We are live on ! Find out more
WDC icon

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
WEC
451
Winslow Evans & Crocker
Massachusetts
$188K -$33.6K -759 -11%
Fifth Third Bancorp
452
Fifth Third Bancorp
Ohio
$184K -$664 -15 -0.3%
ETC
453
Exchange Traded Concepts
Oklahoma
$182K
MERSOM
454
Municipal Employees' Retirement System of Michigan
Michigan
$174K
QI
455
QS Investors
New York
$161K
HDIM
456
Hanson & Doremus Investment Management
Vermont
$158K -$6.24K -141 -3%
NFG
457
Next Financial Group
Texas
$141K +$90.6K +2,046 +84%
Rockefeller Capital Management
458
Rockefeller Capital Management
New York
$138K +$28.6K +646 +17%
SIM
459
Sentry Investment Management
Wisconsin
$136K +$191K +4,322 New
Federated Hermes
460
Federated Hermes
Pennsylvania
$123K -$5.49M -123,999 -97%
BCV
461
Banque Cantonale Vaudoise
Switzerland
$123K -$205K -4,630 -54%
ST
462
Smithfield Trust
Pennsylvania
$122K +$61K +1,378 +55%
MA
463
MUFG Americas
New York
$120K -$25.2K -569 -13%
FCMT
464
Founders Capital Management (Texas)
Texas
$118K +$77.7K +1,755 +100%
FWM
465
Focused Wealth Management
New York
$114K
GRP
466
Global Retirement Partners
California
$114K +$127K +2,867 +374%
RIM
467
Rampart Investment Management
Connecticut
$108K -$184K -4,163 -55%
PHK
468
Point72 Hong Kong
Hong Kong
$101K +$24.2K +547 +20%
CAPTRUST Financial Advisors
469
CAPTRUST Financial Advisors
North Carolina
$101K +$152K +3,440 New
GWM
470
Geneos Wealth Management
Colorado
$97K -$23K -519 -15%
AssetMark Inc
471
AssetMark Inc
California
$91K -$120K -2,701 -48%
S
472
Seeyond
France
$89K -$429K -9,677 -77%
Acadian Asset Management
473
Acadian Asset Management
Massachusetts
$81K +$62.3K +1,407 +120%
HI
474
Hudock Inc
Pennsylvania
$79K -$13K -294 -10%
PA
475
Parallel Advisors
California
$78K +$21.8K +493 +25%

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.