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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
Schroder Investment Management Group
451
Schroder Investment Management Group
United Kingdom
$206K -$42.7K -1,319 -18%
FHB
452
First Hawaiian Bank
Hawaii
$201K +$195K +6,008 New
RIM
453
Rampart Investment Management
Connecticut
$200K +$82.9K +2,558 +74%
FDCDDQ
454
Federation des caisses Desjardins du Quebec
Quebec, Canada
$199K -$1.75K -54 -0.9%
Fifth Third Bancorp
455
Fifth Third Bancorp
Ohio
$178K -$16.5K -508 -9%
QI
456
QS Investors
New York
$171K
HDIM
457
Hanson & Doremus Investment Management
Vermont
$168K
BRA
458
Blue Rock Advisors
Minnesota
$164K +$160K +4,924 New
Federated Hermes
459
Federated Hermes
Pennsylvania
$134K +$3.04K +94 +2%
BCV
460
Banque Cantonale Vaudoise
Switzerland
$130K
FWM
461
Focused Wealth Management
New York
$121K
C
462
Cerebellum
California
$121K +$65.4K +2,019 New
AssetMark Inc
463
AssetMark Inc
California
$111K +$13.9K +428 +15%
GRP
464
Global Retirement Partners
California
$108K -$12.5K -385 -11%
GWM
465
Geneos Wealth Management
Colorado
$94K
SC
466
Steph & Co
Wisconsin
$93K +$28.8K +889 +47%
S
467
Seeyond
France
$92K -$2.4K -74 -3%
CAPTRUST Financial Advisors
468
CAPTRUST Financial Advisors
North Carolina
$90K -$20.3K -627 -18%
HI
469
Hudock Inc
Pennsylvania
$87K +$3.31K +102 +4%
PA
470
Parallel Advisors
California
$75K -$6.74K -208 -8%
JCM
471
Jacobi Capital Management
Pennsylvania
$71K
NICM
472
Neo Ivy Capital Management
New York
$71K +$68.5K +2,113 New
CIA
473
CSat Investment Advisory
Michigan
$70K +$32.9K +1,016 +92%
CFGS
474
Concourse Financial Group Securities
Alabama
$68K
RA
475
Rational Advisors
New York
$68K +$65.5K +2,023 New

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.