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Western Digital
WDC

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: 9 → 18 (+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: 630 → 694 (+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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$99M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$75.4M
3
Fidelity International
Fidelity International
Bermuda
+$70.9M
4
DnB Asset Management
DnB Asset Management
Norway
+$69.8M
5
AIM
Artemis Investment Management
United Kingdom
+$66.6M

Top Sellers

1
MMH
Menora Mivtachim Holdings
Israel
-$136M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$92.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$79.6M
4
EPFB
Employees Provident Fund Board
Malaysia
-$73.9M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$34.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BL
501
Balentine LLC
Georgia
$225K +$199K +4,575 New
IFWM
502
Institute for Wealth Management
Colorado
$220K +$194K +4,460 New
MWM
503
Mission Wealth Management
California
$219K +$193K +4,436 New
AL
504
Aspiriant LLC
California
$217K +$191K +4,392 New
CW
505
Connectus Wealth
Ohio
$216K +$190K +4,383 New
GT
506
Greenleaf Trust
Michigan
$216K +$191K +4,391 New
CIP
507
Cornerstone Investment Partners
Georgia
$213K -$215K -4,939 -53%
BRWM
508
B. Riley Wealth Management
Tennessee
$213K +$188K +4,324 New
WFM
509
Wolff Financial Management
Michigan
$211K +$186K +4,272 New
DILIC
510
Dai-ichi Life Insurance Company
Japan
$210K +$185K +4,255 New
RWM
511
Ritholtz Wealth Management
New York
$207K +$182K +4,193 New
CI
512
Conning Inc
Connecticut
$206K +$181K +4,173 New
BC
513
Bridgefront Capital
Texas
$205K +$181K +4,165 New
AAM
514
Advisors Asset Management
Colorado
$204K -$305K -7,010 -63%
PCA
515
Personal Capital Advisors
California
$204K +$182K +4,187 New
MPM
516
MBB Public Markets
Illinois
$200K +$176K +4,048 New
VDI
517
Vaughan David Investments
Illinois
$200K +$177K +4,064 New
OIA
518
Optimum Investment Advisors
Illinois
$196K – – –
Federated Hermes
519
Federated Hermes
Pennsylvania
$195K -$138K -3,183 -45%
WTA
520
Washington Trust Advisors
Massachusetts
$193K +$170K +3,909 New
HDIM
521
Hanson & Doremus Investment Management
Vermont
$191K -$25K -575 -13%
SIM
522
Sentry Investment Management
Wisconsin
$177K – – –
Lazard Asset Management
523
Lazard Asset Management
New York
$161K +$116K +2,663 +434%
RPCONE
524
Retirement Planning Company of New England
Rhode Island
$159K +$140K +3,227 New
ETC
525
Exchange Traded Concepts
Oklahoma
$157K +$28.8K +663 +26%
19 20
21
22 23

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.