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Western Digital

536 hedge funds and large institutions have $10.2B invested in Western Digital in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 161 increasing their positions, 208 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

4% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 71

0% more call options, than puts

Call options by funds: $379M | Put options by funds: $378M

0% more funds holding

Funds holding: 536536 (0)

0% less capital invested

Capital invested by funds: $10.2B → $10.2B (-$2.18M)

1.1% less ownership

Funds ownership: 112.75%111.65% (-1.1%)

23% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 208

Holders
536
Holders Change
Holders Change %
0%
% of All Funds
8.42%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
74
Increased
161
Reduced
208
Closed
71
Calls
$379M
Puts
$378M
Net Calls
+$984K
Net Calls Change
-$6.53M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
476
GW&K Investment Management
Massachusetts
$5K +$4.53K +163 New
ME
477
McIlrath & Eck
Washington
$4.98K
JWA
478
JFS Wealth Advisors
Pennsylvania
$4.82K -$723 -26 -13%
PTC
479
Private Trust Company
Ohio
$4.7K +$2.03K +73 +80%
AWM
480
Abound Wealth Management
Tennessee
$4.44K +$2.62K +94 +154%
ECM
481
Estabrook Capital Management
New York
$4.06K
BTI
482
Blue Trust Inc
Georgia
$4K -$37.1K -1,335 -92%
HIA
483
Harbor Investment Advisory
Maryland
$3.94K
YDMI
484
Y.D. More Investments
Israel
$3.79K -$5.54K -199 -60%
WP
485
WealthPLAN Partners
Nebraska
$3.79K -$1.67K -60 -31%
NF
486
Norwood Financial
Pennsylvania
$3.79K
SN
487
Sittner & Nelson
Oregon
$3.79K
LWCFA
488
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.79K +$3.67K +132 New
PB
489
Pinnacle Bancorp
Nebraska
$3.75K
FP
490
Financial Perspectives
Minnesota
$3.6K
CWC
491
Carolinas Wealth Consulting
North Carolina
$3.45K
BIA
492
Bell Investment Advisors
California
$3.34K
BCMLT
493
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.04K
CFFP
494
Center for Financial Planning
Michigan
$3.04K
PCFFS
495
Pacific Center for Financial Services
California
$3.04K
TWM
496
Tradition Wealth Management
Minnesota
$3K
WT
497
Washington Trust
Rhode Island
$2.88K +$612 +22 +28%
CT
498
Colonial Trust
South Carolina
$2.59K +$2.53K +91 New
VCM
499
Versant Capital Management
Arizona
$1.9K -$4.12K -148 -69%
RAM
500
Riggs Asset Management
Pennsylvania
$1.78K