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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
WB
476
Webster Bank
Connecticut
$66K
IA
477
IFP Advisors
Florida
$62K -$1.98K -61 -3%
HFS
478
Hantz Financial Services
Michigan
$61K +$3.6K +111 +6%
EW
479
Evoke Wealth
California
$57K +$51K +1,575 +1,335%
S
480
SignatureFD
Georgia
$55K -$18.7K -577 -26%
IFAM
481
Institutional & Family Asset Management
Colorado
$53K +$324 +10 +0.6%
SIM
482
Sonora Investment Management
Arizona
$52K -$8.68K -268 -15%
EWA
483
Evolution Wealth Advisors
Florida
$52K +$45K +1,389 +874%
CAW
484
Cornerstone Advisors (Washington)
Washington
$48K -$12.5K -386 -21%
WLPWM
485
Walled Lake Planning & Wealth Management
Illinois
$45K +$486 +15 +1%
IAIM
486
International Assets Investment Management
Florida
$43K -$241K -7,430 -17%
Bank Julius Baer & Co
487
Bank Julius Baer & Co
Switzerland
$42K
IRC
488
Investors Research Corp
Georgia
$33K
QCG
489
Quadrant Capital Group
Ohio
$31K -$45.3K -1,399 -60%
CDIA
490
Capital Directions Investment Advisors
Georgia
$31K
FIA
491
FNY Investment Advisers
New York
$31K +$30.9K +953 +95,300%
SPIA
492
Steward Partners Investment Advisory
New York
$30K +$194 +6 +0.7%
GAM
493
Gemmer Asset Management
California
$27K -$4.05K -125 -13%
TPWA
494
TRUE Private Wealth Advisors
Oregon
$27K -$32 -1 -0.1%
FHA
495
Flagship Harbor Advisors
Massachusetts
$27K +$16.8K +520 +177%
VFA
496
Valeo Financial Advisors
Indiana
$27K +$24.8K +764 +2,247%
LFG
497
Larson Financial Group
Missouri
$26K +$6.12K +189 +31%
KPW
498
Kore Private Wealth
New York
$26K +$25.5K +787 +4,142%
CT
499
Caldwell Trust
Florida
$25.8K
EI
500
Ellevest Inc
New York
$25K +$15.6K +480 +172%

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.