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Western Digital

541 hedge funds and large institutions have $12.7B invested in Western Digital in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 212 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

24% more capital invested

Capital invested by funds: $10.2B → $12.7B (+$2.48B)

12% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 65

2.88% more ownership

Funds ownership: 111.65%114.53% (+2.9%)

1% more funds holding

Funds holding: 536541 (+5)

6% less call options, than puts

Call options by funds: $468M | Put options by funds: $497M

25% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 212

Holders
541
Holders Change
+5
Holders Change %
+0.93%
% of All Funds
8.59%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.24%
New
73
Increased
159
Reduced
212
Closed
65
Calls
$468M
Puts
$497M
Net Calls
-$29.2M
Net Calls Change
-$30.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$119M -$2.46M -77,975 -2%
MRCP
27
Maple Rock Capital Partners
Ontario, Canada
$113M +$23.5M +745,156 +29%
Morgan Stanley
28
Morgan Stanley
New York
$112M +$691K +21,913 +0.7%
Primecap Management
29
Primecap Management
California
$104M -$317K -10,064 -0.3%
UBS AM
30
UBS AM
Illinois
$101M +$24.9M +789,615 +37%
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$91M -$1.88M -59,616 -2%
Fidelity International
32
Fidelity International
Bermuda
$91M +$5.07M +160,607 +6%
Parnassus Investments
33
Parnassus Investments
California
$90.6M -$24M -760,038 -22%
ClearBridge Investments
34
ClearBridge Investments
New York
$87.2M -$20.5M -650,822 -20%
CU
35
CDAM (UK)
United Kingdom
$71.8M -$1.16M -36,852 -2%
Holocene Advisors
36
Holocene Advisors
New York
$65.3M +$58.9M +1,867,099 +7,051%
O
37
Ossiam
France
$56.7M +$177K +5,609 +0.3%
BNP Paribas Asset Management
38
BNP Paribas Asset Management
France
$55.7M +$36.2M +1,148,118 +245%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$55.3M -$2.62M -83,184 -5%
EIM
40
Elliott Investment Management
Florida
$54.1M
Fidelity Investments
41
Fidelity Investments
Massachusetts
$50.3M -$12.4M -392,966 -21%
Swiss National Bank
42
Swiss National Bank
Switzerland
$47M -$5.18M -164,052 -11%
TSW
43
Thompson Siegel & Walmsley
Virginia
$46.7M -$7.04M -223,097 -14%
Jane Street
44
Jane Street
New York
$45.4M +$21M +664,331 +102%
Deutsche Bank
45
Deutsche Bank
Germany
$45.4M -$14.9M -472,936 -26%
TP
46
Thunderbird Partners
United Kingdom
$44.2M +$12.3M +391,155 +44%
Goldman Sachs
47
Goldman Sachs
New York
$44M +$11.3M +358,134 +39%
N
48
Nuveen
North Carolina
$42.2M -$610K -19,341 -2%
CS
49
Credit Suisse
Switzerland
$38.1M -$1.62M -51,351 -4%
Amundi
50
Amundi
France
$36.3M -$39.3M -1,245,701 -54%

WDC Hedge Fund Activity: Q3 2023 in Review

541 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q3 2023, worth a combined $12.7B — up 24% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new WDC positions and 65 closed out — a net gain of 8 holders — while 159 added to existing stakes and 212 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $155M. The largest seller was Boston Partners, exiting entirely with an estimated $80.2M sold.

  • 541 institutional investors held Western Digital (WDC) as of Q3 2023, up from 536 in Q2 2023.
  • Funds reported $12.7B of Western Digital stock for Q3 2023, up 24% quarter-over-quarter.
  • 73 funds opened new Western Digital positions in Q3 2023 and 65 closed out, a net change of +8 holders.
  • The largest Western Digital buyer in Q3 2023 was Citadel Advisors, an estimated $155M added.
  • The largest Western Digital seller in Q3 2023 was Boston Partners, an estimated $80.2M sold.

Based on aggregated 13F filings for Q3 2023.