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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
N
26
Nuveen
North Carolina
$74M -$43.1M -1,329,155 -37%
Morgan Stanley
27
Morgan Stanley
New York
$72.7M +$12.8M +396,318 +22%
PPA
28
Parametric Portfolio Associates
Washington
$68.4M +$13.3M +409,964 +25%
Charles Schwab
29
Charles Schwab
California
$67M -$867K -26,772 -1%
Wells Fargo
30
Wells Fargo
California
$64M -$2.67M -82,280 -4%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$58.3M -$20.8M -640,773 -27%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$56.5M -$3.41M -105,354 -6%
Renaissance Technologies
33
Renaissance Technologies
New York
$56.2M +$43.7M +1,348,534 +403%
Swiss National Bank
34
Swiss National Bank
Switzerland
$52.2M +$1.19M +36,779 +2%
CS
35
Credit Suisse
Switzerland
$50M -$35.4M -1,093,138 -42%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$48.4M +$2.98M +91,998 +7%
Newport Trust Company
37
Newport Trust Company
District of Columbia
$44M +$721K +22,263 +2%
FPCG
38
Fort Pitt Capital Group
Pennsylvania
$43.8M +$595K +18,381 +1%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$41.2M +$2.26M +69,706 +6%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$39.8M +$14.3M +441,455 +59%
JP Morgan Chase
41
JP Morgan Chase
New York
$39M +$27.2M +839,126 +254%
SCP
42
Seizert Capital Partners
Michigan
$38.7M -$1.78M -55,058 -5%
Barclays
43
Barclays
United Kingdom
$35.4M +$15.1M +467,053 +79%
IAM
44
Iridian Asset Management
Connecticut
$34.5M -$5.11M -157,804 -13%
Victory Capital Management
45
Victory Capital Management
Texas
$32.4M +$4.64M +143,163 +17%
RJA
46
Raymond James & Associates
Florida
$31.8M +$992K +30,619 +3%
CU
47
CDAM (UK)
United Kingdom
$30.2M
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$29.8M +$284K +8,774 +1%
US Bancorp
49
US Bancorp
Minnesota
$29.5M +$6.33M +195,539 +28%
BCM
50
Bridgeway Capital Management
Texas
$29.4M -$7.54M -232,848 -21%

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.