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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
QCG
476
Quadrant Capital Group
Ohio
$71K -$24K -541 -19%
SCM
477
Silvant Capital Management
Georgia
$70K
S
478
SignatureFD
Georgia
$70K +$11.3K +255 +13%
IA
479
IFP Advisors
Florida
$67K -$2.42M -54,738 -97%
JCM
480
Jacobi Capital Management
Pennsylvania
$67K +$94.3K +2,130 New
CFGS
481
Concourse Financial Group Securities
Alabama
$64K +$32.9K +743 +58%
WB
482
Webster Bank
Connecticut
$62K
QT
483
Quantbot Technologies
New York
$59K -$1.68M -38,002 -95%
SC
484
Steph & Co
Wisconsin
$59K -$28.3K -638 -25%
GFPC
485
Global Financial Private Client
Florida
$58K
SIM
486
Sonora Investment Management
Arizona
$58K
CAW
487
Cornerstone Advisors (Washington)
Washington
$58K +$14.9K +336 +22%
FCA
488
FinTrust Capital Advisors
South Carolina
$56K
ASN
489
Advisory Services Network
Georgia
$55K -$16.3K -369 -17%
MAM
490
Meeder Asset Management
Ohio
$55K +$5.27K +119 +7%
HFS
491
Hantz Financial Services
Michigan
$54K +$76K +1,717 New
IFAM
492
Institutional & Family Asset Management
Colorado
$50K +$9.39K +212 +15%
HFM
493
Harvest Fund Management
China
$50K +$88.7K +2,004 New
WLPWM
494
Walled Lake Planning & Wealth Management
Illinois
$42K +$487 +11 +0.8%
Bank Julius Baer & Co
495
Bank Julius Baer & Co
Switzerland
$40K +$55.7K +1,257 New
MMG
496
Monetary Management Group
Missouri
$36K -$117K -2,646 -70%
AJ
497
Ashburton (Jersey)
Jersey
$35K
CIA
498
CSat Investment Advisory
Michigan
$35K +$2.35K +53 +5%
HNB
499
Huntington National Bank
Ohio
$34K
TL
500
TrueWealth LLC
Georgia
$34K +$23.6K +533 +98%

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.