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Western Digital

630 hedge funds and large institutions have $14B invested in Western Digital in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 209 increasing their positions, 244 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% less ownership

Funds ownership: 106.96%106.9% (-0.05%)

8% less funds holding

Funds holding: 682630 (-52)

12% less call options, than puts

Call options by funds: $900M | Put options by funds: $1.02B

14% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 244

20% less capital invested

Capital invested by funds: $17.5B → $14B (-$3.51B)

41% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 105

50% less funds holding in top 10

Funds holding in top 10: 189 (-9)

Holders
630
Holders Change
-52
Holders Change %
-7.62%
% of All Funds
11.03%
Holding in Top 10
9
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-50%
% of All Funds
0.16%
New
62
Increased
209
Reduced
244
Closed
105
Calls
$900M
Puts
$1.02B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
501
Sonora Investment Management
Arizona
$66K
IFAM
502
Institutional & Family Asset Management
Colorado
$65K -$4.09K -86 -5%
LFG
503
Larson Financial Group
Missouri
$64K
CI
504
CX Institutional
Indiana
$64K +$39.2K +826 +123%
RE
505
RBC Europe
United Kingdom
$61.9K
PA
506
Parallel Advisors
California
$61K +$5.89K +124 +9%
PCM
507
Penserra Capital Management
California
$60K +$6.6K +139 +11%
IRC
508
Investors Research Corp
Georgia
$60K +$19.2K +404 +40%
WLPWM
509
Walled Lake Planning & Wealth Management
Illinois
$58K
IAIM
510
International Assets Investment Management
Florida
$57K +$11.7K +247 +0.7%
FGAM
511
Financial Gravity Asset Management
Texas
$56K
FCMT
512
Founders Capital Management (Texas)
Texas
$56K
QT
513
Quantbot Technologies
New York
$52K -$2.19M -46,025 -97%
DZ Bank
514
DZ Bank
Germany
$45.2K -$12.3M -258,821 -100%
OSAM
515
O'Shaughnessy Asset Management
Connecticut
$41K -$3.09K -65 -6%
BCA
516
Berman Capital Advisors
Georgia
$39K -$20.2K -425 -31%
GRP
517
Global Retirement Partners
California
$38K -$190 -4 -0.4%
S
518
SignatureFD
Georgia
$37K +$143 +3 +0.4%
APA
519
American Portfolios Advisors
New York
$36.6K -$4.7K -99 -10%
IWA
520
IBEX Wealth Advisors
New Jersey
$34K +$37.7K +794 New
HA
521
Herold Advisors
New York
$33K +$37.7K +794 New
HI
522
Harbour Investments
Wisconsin
$32K -$26.4K -555 -43%
SBL
523
Sargent Bickham Lagudis
Colorado
$31K -$380 -8 -1%
FFA
524
Freedman Financial Associates
Massachusetts
$30K
FHA
525
First Horizon Advisors
Tennessee
$30K +$9.69K +204 +41%