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Western Digital

694 hedge funds and large institutions have $16.3B invested in Western Digital in 2021 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 231 increasing their positions, 219 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 918 (+9)

95% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 76

17% more capital invested

Capital invested by funds: $14B → $16.3B (+$2.36B)

10% more funds holding

Funds holding: 630694 (+64)

5% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 219

0.61% more ownership

Funds ownership: 106.9%107.51% (+0.61%)

43% less call options, than puts

Call options by funds: $645M | Put options by funds: $1.12B

Holders
694
Holders Change
+64
Holders Change %
+10.16%
% of All Funds
10.68%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.28%
New
148
Increased
231
Reduced
219
Closed
76
Calls
$645M
Puts
$1.12B
Net Calls
-$479M
Net Calls Change
-$356M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
476
Forum Financial Management
Illinois
$262K +$231K +5,311 New
CA
477
Cetera Advisors
Colorado
$261K -$38.4K -883 -14%
HIIFS
478
Harel Insurance Investments & Financial Services
Israel
$261K +$86.2K +1,984 +60%
TFA
479
Toth Financial Advisory
Virginia
$261K +$230K +5,292 New
Impax Asset Management Group
480
Impax Asset Management Group
United Kingdom
$257K -$6.21K -143 -3%
Fifth Third Bancorp
481
Fifth Third Bancorp
Ohio
$257K +$115K +2,651 +103%
PFO
482
Pathstone Family Office
New Jersey
$256K -$153K -3,512 -40%
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$255K +$225K +5,180 New
BOPW
484
Brandywine Oak Private Wealth
Pennsylvania
$254K -$69K -1,587 -24%
HPM
485
Hudson Portfolio Management
New York
$250K
VI
486
Vestcor Inc
New Brunswick, Canada
$248K -$41.5K -955 -16%
NFG
487
Next Financial Group
Texas
$246K +$82.2K +1,891 +61%
WI
488
Wahed Invest
New York
$243K +$215K +4,940 New
SFI
489
Siemens Fonds Invest
Germany
$242K -$695 -16 -0.3%
CWM
490
Congress Wealth Management
Massachusetts
$241K +$212K +4,885 New
TMAM
491
Tokio Marine Asset Management
Japan
$240K +$212K +4,875 New
SLAM
492
Swiss Life Asset Management
$238K -$2.92M -67,175 -93%
DAS
493
Dynamic Advisor Solutions
Arizona
$237K -$12.7K -293 -6%
RG
494
Renaissance Group
Kentucky
$232K
GT
495
Glenmede Trust
Pennsylvania
$230K +$203K +4,682 New
CCI
496
Credit Capital Investments
New Jersey
$228K -$368K -8,467 -65%
PCM
497
Prelude Capital Management
New York
$228K -$22.8K -524 -10%
PCM
498
Palisade Capital Management
New Jersey
$228K +$201K +4,631 New
DMBA
499
Deseret Mutual Benefit Administrators
Utah
$226K
V
500
Veritable
Delaware
$225K +$199K +4,574 New

WDC Hedge Fund Activity: Q4 2021 in Review

694 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2021, worth a combined $16.3B — up 17% from $14B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new WDC positions and 76 closed out — a net gain of 72 holders — while 231 added to existing stakes and 219 trimmed.

The largest buyer was Vanguard Group, adding an estimated $99M. The largest seller was Menora Mivtachim Holdings, exiting entirely with an estimated $136M sold.

  • 694 institutional investors held Western Digital (WDC) as of Q4 2021, up from 630 in Q3 2021.
  • Funds reported $16.3B of Western Digital stock for Q4 2021, up 17% quarter-over-quarter.
  • 148 funds opened new Western Digital positions in Q4 2021 and 76 closed out, a net change of +72 holders.
  • The largest Western Digital buyer in Q4 2021 was Vanguard Group, an estimated $99M added.
  • The largest Western Digital seller in Q4 2021 was Menora Mivtachim Holdings, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2021.