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Western Digital
WDC

681 hedge funds and large institutions have $20.7B invested in Western Digital in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 243 increasing their positions, 197 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 67

59% more call options, than puts

Call options by funds: $1.46B | Put options by funds: $920M

58% more funds holding in top 10

Funds holding in top 10: 19 → 30 (+11)

28% more capital invested

Capital invested by funds: $16.1B → $20.7B (+$4.58B)

23% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 197

12% more funds holding

Funds holding: 607 → 681 (+74)

2.3% less ownership

Funds ownership: 125.65% → 123.35% (-2.3%)

Holders
681
Holders Change
+74
Holders Change %
+12.19%
% of All Funds
9.81%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.43%
New
149
Increased
243
Reduced
197
Closed
67
Calls
$1.46B
Puts
$920M
Net Calls
+$539M
Net Calls Change
+$372M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$718M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$222M
3
N
Nuveen
North Carolina
+$173M
4
Norges Bank
Norges Bank
Norway
+$154M
5
DnB Asset Management
DnB Asset Management
Norway
+$120M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$517M
2
Nomura Holdings
Nomura Holdings
Japan
-$508M
3
Millennium Management
Millennium Management
New York
-$331M
4
Victory Capital Management
Victory Capital Management
Texas
-$327M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$211M
Name Holding Trade Value Shares
Change 		Change in
Stake
MS
476
Maven Securities
Jersey
$272K +$231K +5,276 New
PCS
477
Personal CFO Solutions
New Jersey
$270K +$230K +5,242 New
CG
478
Caprock Group
Idaho
$270K +$229K +5,234 New
ZIC
479
ZWJ Investment Counsel
Georgia
$267K +$227K +5,177 New
GA
480
Goldstein Advisors
Wisconsin
$265K +$225K +5,146 New
TAM
481
Trust Asset Management
Texas
$254K +$215K +4,918 New
QOP
482
Quinn Opportunity Partners
Virginia
$246K +$209K +4,763 New
GA
483
Geller Advisors
New York
$245K +$208K +4,754 New
S
484
SignatureFD
Georgia
$243K +$57.4K +1,311 +38%
AAS
485
Avantax Advisory Services
Texas
$243K +$207K +4,716 New
AIP
486
Ameritas Investment Partners
Nebraska
$243K -$16.7K -381 -7%
SFI
487
Siemens Fonds Invest
Germany
$242K +$205K +4,689 New
QPWM
488
Quadrant Private Wealth Management
Pennsylvania
$241K -$313K -7,144 -60%
CI
489
CX Institutional
Indiana
$241K +$204K +4,670 New
FA
490
Fountainhead AM
New Jersey
$239K +$203K +4,642 New
PFBT
491
Parkside Financial Bank & Trust
Missouri
$237K +$94.8K +2,165 +89%
PP
492
Prudential plc
United Kingdom
$237K -$811K -18,517 -80%
SFA
493
Sequoia Financial Advisors
Ohio
$236K +$201K +4,583 New
CI
494
Cigna Investments
Connecticut
$236K +$200K +4,572 New
GL
495
Gerber LLC
Ohio
$231K -$431K -9,851 -69%
Nomura Holdings
496
Nomura Holdings
Japan
$230K -$508M -11,600,778 -100%
IP
497
Intellectus Partners
California
$229K -$261K -5,954 -57%
DWM
498
Dakota Wealth Management
Florida
$228K +$194K +4,427 New
Acadian Asset Management
499
Acadian Asset Management
Massachusetts
$228K +$195K +4,455 New
FRM
500
Fox Run Management
Connecticut
$227K -$998K -22,794 -84%
18 19
20
21 22

WDC Hedge Fund Activity: Q1 2024 in Review

681 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2024, worth a combined $20.7B — up 28% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new WDC positions and 67 closed out — a net gain of 82 holders — while 243 added to existing stakes and 197 trimmed.

The largest buyer was Bank of America, adding an estimated $718M. The largest seller was Morgan Stanley, cutting an estimated $517M.

  • 681 institutional investors held Western Digital (WDC) as of Q1 2024, up from 607 in Q4 2023.
  • Funds reported $20.7B of Western Digital stock for Q1 2024, up 28% quarter-over-quarter.
  • 149 funds opened new Western Digital positions in Q1 2024 and 67 closed out, a net change of +82 holders.
  • The largest Western Digital buyer in Q1 2024 was Bank of America, an estimated $718M added.
  • The largest Western Digital seller in Q1 2024 was Morgan Stanley, an estimated $517M sold.

Based on aggregated 13F filings for Q1 2024.