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Western Digital

694 hedge funds and large institutions have $16.3B invested in Western Digital in 2021 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 231 increasing their positions, 219 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 918 (+9)

95% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 76

17% more capital invested

Capital invested by funds: $14B → $16.3B (+$2.36B)

10% more funds holding

Funds holding: 630694 (+64)

5% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 219

0.61% more ownership

Funds ownership: 106.9%107.51% (+0.61%)

43% less call options, than puts

Call options by funds: $645M | Put options by funds: $1.12B

Holders
694
Holders Change
+64
Holders Change %
+10.16%
% of All Funds
10.68%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.28%
New
148
Increased
231
Reduced
219
Closed
76
Calls
$645M
Puts
$1.12B
Net Calls
-$479M
Net Calls Change
-$356M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
451
SFMG Wealth Advisors
Texas
$310K +$34.5K +794 +14%
SF
452
Synovus Financial
Georgia
$308K -$43.3K -996 -14%
BPA
453
Beacon Pointe Advisors
California
$302K -$109K -2,519 -29%
IIM
454
Ironwood Investment Management
Massachusetts
$299K
First Manhattan
455
First Manhattan
New York
$293K -$435 -10 -0.2%
AAS
456
Avantax Advisory Services
Texas
$292K
SS
457
Sunbelt Securities
Texas
$290K -$4.61K -106 -1%
VI
458
Versor Investments
New York
$284K +$250K +5,756 New
WAM
459
Watershed Asset Management
California
$284K +$250K +5,759 New
CAPTRUST Financial Advisors
460
CAPTRUST Financial Advisors
North Carolina
$279K +$41.9K +964 +21%
AIP
461
Ameritas Investment Partners
Nebraska
$276K
GF
462
Gabelli Funds
New York
$274K
FC
463
FORA Capital
Florida
$274K +$242K +5,563 New
KPWS
464
Kestra Private Wealth Services
Texas
$273K +$174 +4 +0.1%
MPPW
465
Mitchell & Pahl Private Wealth
Oklahoma
$272K -$40.9K -942 -15%
RCM
466
RNC Capital Management
California
$270K -$32.5K -747 -12%
KFP
467
KB Financial Partners
New Jersey
$269K -$57.3K -1,319 -19%
FFA
468
Founders Financial Alliance
North Carolina
$269K +$237K +5,456 New
MWM
469
Modera Wealth Management
New Jersey
$268K +$236K +5,424 New
RCM
470
Radnor Capital Management
Pennsylvania
$267K +$236K +5,424 New
Wealthfront Advisers
471
Wealthfront Advisers
California
$266K +$19.1K +440 +9%
SPC
472
Sigma Planning Corp
Michigan
$266K +$26.7K +615 +13%
AFP
473
Ausdal Financial Partners
Iowa
$266K +$234K +5,387 New
SW
474
SteelPeak Wealth
California
$265K
AA
475
Apriem Advisors
California
$264K

WDC Hedge Fund Activity: Q4 2021 in Review

694 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2021, worth a combined $16.3B — up 17% from $14B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new WDC positions and 76 closed out — a net gain of 72 holders — while 231 added to existing stakes and 219 trimmed.

The largest buyer was Vanguard Group, adding an estimated $99M. The largest seller was Menora Mivtachim Holdings, exiting entirely with an estimated $136M sold.

  • 694 institutional investors held Western Digital (WDC) as of Q4 2021, up from 630 in Q3 2021.
  • Funds reported $16.3B of Western Digital stock for Q4 2021, up 17% quarter-over-quarter.
  • 148 funds opened new Western Digital positions in Q4 2021 and 76 closed out, a net change of +72 holders.
  • The largest Western Digital buyer in Q4 2021 was Vanguard Group, an estimated $99M added.
  • The largest Western Digital seller in Q4 2021 was Menora Mivtachim Holdings, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2021.