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Western Digital

536 hedge funds and large institutions have $10.2B invested in Western Digital in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 56

19% more capital invested

Capital invested by funds: $8.61B → $10.2B (+$1.64B)

2% more funds holding

Funds holding: 526536 (+10)

2% more call options, than puts

Call options by funds: $445M | Put options by funds: $437M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.05% less ownership

Funds ownership: 114.8%112.75% (-2.1%)

15% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 196

Holders
536
Holders Change
+10
Holders Change %
+1.9%
% of All Funds
8.54%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
80
Increased
167
Reduced
196
Closed
56
Calls
$445M
Puts
$437M
Net Calls
+$7.52M
Net Calls Change
-$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$95.2M +$303K +10,316 +0.3%
Primecap Management
27
Primecap Management
California
$91M -$10.8M -368,492 -10%
Morgan Stanley
28
Morgan Stanley
New York
$90.9M -$51.1M -1,740,231 -35%
MRCP
29
Maple Rock Capital Partners
Ontario, Canada
$77M +$3.81M +129,919 +5%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$71M +$3M +102,283 +4%
F
31
FIFTHDELTA
United Kingdom
$70.6M +$72.8M +2,479,964 New
Bank of America
32
Bank of America
North Carolina
$65.3M +$16.1M +549,265 +31%
CU
33
CDAM (UK)
United Kingdom
$61.1M
UBS AM
34
UBS AM
Illinois
$61M -$3.53M -120,482 -5%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$55.6M -$22.5M -765,917 -28%
Hudson Bay Capital Management
36
Hudson Bay Capital Management
Connecticut
$53.7M
TSW
37
Thompson Siegel & Walmsley
Virginia
$52.1M -$2.5M -85,377 -4%
Swiss National Bank
38
Swiss National Bank
Switzerland
$47.5M -$679K -23,153 -1%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$47.3M -$76.9M -2,622,651 -61%
Alyeska Investment Group
40
Alyeska Investment Group
Illinois
$47M -$50.7M -1,726,654 -51%
TP
41
Thunderbird Partners
United Kingdom
$44.8M -$11.6M -394,832 -20%
EIM
42
Elliott Investment Management
Florida
$44.6M
N
43
Natixis
France
$43.8M +$22.1M +753,580 +96%
First Trust Advisors
44
First Trust Advisors
Illinois
$42.1M +$4.27M +145,419 +11%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$38.8M +$1.07M +36,468 +3%
Goldman Sachs
46
Goldman Sachs
New York
$36.5M +$9.96M +339,602 +36%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$33.8M -$3.43M -116,768 -9%
O
48
Ossiam
France
$33.4M +$34.2M +1,167,172 +21,408%
N
49
Nuveen
North Carolina
$31.7M +$20.2K +689 +0.1%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$31.1M +$5.4M +184,217 +20%

WDC Hedge Fund Activity: Q1 2023 in Review

536 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2023, worth a combined $10.2B — up 19% from $8.61B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WDC positions and 56 closed out — a net gain of 24 holders — while 167 added to existing stakes and 196 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $299M. The largest seller was Franklin Resources, cutting an estimated $313M.

  • 536 institutional investors held Western Digital (WDC) as of Q1 2023, up from 526 in Q4 2022.
  • Funds reported $10.2B of Western Digital stock for Q1 2023, up 19% quarter-over-quarter.
  • 80 funds opened new Western Digital positions in Q1 2023 and 56 closed out, a net change of +24 holders.
  • The largest Western Digital buyer in Q1 2023 was Nomura Holdings, an estimated $299M added.
  • The largest Western Digital seller in Q1 2023 was Franklin Resources, an estimated $313M sold.

Based on aggregated 13F filings for Q1 2023.