We are live on ! Find out more
WDC icon

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
BL
501
Balentine LLC
Georgia
$24K +$6.48K +200 +38%
PO
502
Private Ocean
California
$23K
MMG
503
Monetary Management Group
Missouri
$22K -$16.1K -496 -43%
CCM
504
Covington Capital Management
California
$22K
CFO
505
CVA Family Office
Colorado
$21K +$20.6K +635 New
PIMG
506
Patriot Investment Management Group
Tennessee
$20.5K +$19.9K +615 New
CAC
507
Certified Advisory Corp
Florida
$20K
RFA
508
Reilly Financial Advisors
California
$20K
Credit Agricole
509
Credit Agricole
France
$19K -$5.02K -155 -21%
OPS
510
Orion Portfolio Solutions
Nebraska
$19K +$4.44K +137 +31%
BCA
511
Berman Capital Advisors
Georgia
$18K -$5.9K -182 -25%
FRA
512
Front Row Advisors
California
$18K
MAM
513
Meeder Asset Management
Ohio
$17K -$40.1K -1,239 -71%
ATC
514
Adirondack Trust Company
New York
$16K
First Manhattan
515
First Manhattan
New York
$15K -$130 -4 -0.9%
SBL
516
Sargent Bickham Lagudis
Colorado
$15K
FHA
517
First Horizon Advisors
Tennessee
$15K +$2.69K +83 +20%
OSNBOA
518
Old Second National Bank of Aurora
Illinois
$14K
OSAM
519
O'Shaughnessy Asset Management
Connecticut
$13K -$760K -23,463 -98%
BAM
520
Bellevue Asset Management
Washington
$13K
CFG
521
Citizens Financial Group
Rhode Island
$13K
SNT
522
Security National Trust
West Virginia
$13K
ZB
523
Zions Bancorporation
Utah
$12K -$1.36K -42 -11%
SWM
524
Sugarloaf Wealth Management
Georgia
$12K
ME
525
McIlrath & Eck
Washington
$12K +$3.01K +93 +33%

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.