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Western Digital
WDC

Overview Fund Activity

537 hedge funds and large institutions have $12.7B invested in Western Digital in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 208 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+5
Holders Change %
+0.94%
% of All Funds
8.56%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.24%
New
73
Increased
159
Reduced
208
Closed
65
Calls
$462M
Puts
$497M
Net Calls
-$34.9M
Net Calls Change
-$31.1M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$241M
2
UBS Group
UBS Group
Switzerland
$258M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$152M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$165M
5
SPC
Slate Path Capital
New York
$257M

Top Sellers

1
FFM
FengHe Fund Management
Singapore
$19.3M
2
Boston Partners
Boston Partners
Massachusetts
$0
3
Victory Capital Management
Victory Capital Management
Texas
$378M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.8M
5
Amundi
Amundi
France
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
501
City State Bank
Iowa
$2K – – –
BWM
502
Baystate Wealth Management
Massachusetts
$1.82K – – –
WT
503
Whittier Trust
California
$1.6K – – –
PMFA
504
Plante Moran Financial Advisors
Michigan
$1.51K -$4.52K -132 -75%
HGERS
505
Householder Group Estate & Retirement Specialist
Arizona
$1.37K +$1.37K +40 New
NRG
506
Nemes Rush Group
Michigan
$1.32K – – –
KFI
507
Key Financial Inc
Pennsylvania
$1.23K – – –
HCM
508
Hollencrest Capital Management
California
$1.19K – – –
SWA
509
Sutton Wealth Advisors
Florida
$1.19K +$1.19K +34 New
MFS
510
Mirabella Financial Services
United Kingdom
$1.14K +$1.14K +33 New
SSB
511
Sandy Spring Bank
Maryland
$1.1K – – –
CSC
512
Caldwell Sutter Capital
California
$1.1K – – –
BSB
513
Bangor Savings Bank
Maine
$1.05K – – –
Lazard Asset Management
514
Lazard Asset Management
New York
$1K -$472 -17 -32%
CAL
515
Capital Advisors Ltd
Ohio
$1K – – –
SIA
516
SkyView Investment Advisors
New Jersey
$1K +$1K +22 New
AssetMark Inc
517
AssetMark Inc
California
$958 – – –
APC
518
Aspire Private Capital
North Carolina
$912 – – –
SWM
519
Sanctuary Wealth Management
Idaho
$867 – – –
PCTC
520
Perkins Coie Trust Company
Washington
$866 +$866 +25 New
BAAM
521
Baker Avenue Asset Management
California
$593 +$593 +17 New
MIM
522
Macroview Investment Management
Maryland
$548 +$548 +16 New
ECM
523
Everence Capital Management
Indiana
$546 – – –
RG
524
Retirement Group
California
$456 – – –
GI
525
Gradient Investments
Minnesota
$456 +$456 +13 New
19 20
21
22 23