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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
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$80.6M +$1.36M +30,743 +1%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$74.1M +$38.8M +876,575 +58%
CVA
28
Ceredex Value Advisors
Florida
$70.7M +$12.9M +291,986 +15%
Invesco
29
Invesco
Georgia
$70M -$55.5M -1,252,115 -36%
Charles Schwab
30
Charles Schwab
California
$64M +$1.3M +29,303 +1%
Wells Fargo
31
Wells Fargo
California
$62.9M -$12.9M -290,983 -13%
First Trust Advisors
32
First Trust Advisors
Illinois
$60.6M -$23.5M -531,415 -22%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$56.5M -$49.3M -1,112,844 -38%
Morgan Stanley
34
Morgan Stanley
New York
$56.1M -$1.26M -28,406 -2%
Citadel Advisors
35
Citadel Advisors
Florida
$55.3M -$35.8M -807,484 -31%
PPA
36
Parametric Portfolio Associates
Washington
$51.6M +$534K +12,053 +0.7%
Swiss National Bank
37
Swiss National Bank
Switzerland
$48M +$12.9M +292,251 +24%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$45M +$5.05M +113,961 +9%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$42.7M +$1.69M +38,057 +3%
Newport Trust Company
40
Newport Trust Company
District of Columbia
$40.8M +$4.12M +93,020 +8%
FPCG
41
Fort Pitt Capital Group
Pennsylvania
$40.7M +$2.38M +53,723 +4%
SCP
42
Seizert Capital Partners
Michigan
$38.2M +$2.7M +60,878 +5%
IAM
43
Iridian Asset Management
Connecticut
$37.5M +$3.1M +70,044 +6%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$36.6M -$12.2M -276,120 -19%
BCM
45
Bridgeway Capital Management
Texas
$35.1M -$9.04M -204,072 -15%
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$32.2M +$29.7M +671,421 +192%
Holocene Advisors
47
Holocene Advisors
New York
$30.7M +$43.3M +976,817 New
RJA
48
Raymond James & Associates
Florida
$29M -$13.4M -301,483 -25%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$28.7M -$51M -1,151,232 -56%
CU
50
CDAM (UK)
United Kingdom
$28.4M +$2.92M +65,983 +8%

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.