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Western Digital

659 hedge funds and large institutions have $15.2B invested in Western Digital in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 208 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 76

23% more capital invested

Capital invested by funds: $12.3B → $15.2B (+$2.88B)

12% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $945M

3% more funds holding

Funds holding: 641659 (+18)

3.03% less ownership

Funds ownership: 116.65%113.62% (-3%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

22% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 265

Holders
659
Holders Change
+18
Holders Change %
+2.81%
% of All Funds
14.45%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.39%
New
98
Increased
208
Reduced
265
Closed
76
Calls
$1.06B
Puts
$945M
Net Calls
+$111M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
526
Webster Bank
Connecticut
$90K
SIM
527
Sonora Investment Management
Arizona
$82K
FCA
528
FinTrust Capital Advisors
South Carolina
$81K +$8.58K +201 +13%
FCMT
529
Founders Capital Management (Texas)
Texas
$79K
CAW
530
Cornerstone Advisors (Washington)
Washington
$78K +$16.6K +389 +29%
MAM
531
Meeder Asset Management
Ohio
$73K -$114K -2,674 -62%
NSIM
532
North Star Investment Management
Illinois
$60K +$56.5K +1,323 New
S
533
SignatureFD
Georgia
$59K +$1.32K +31 +2%
Loomis, Sayles & Company
534
Loomis, Sayles & Company
Massachusetts
$59K +$56.1K +1,314 New
AJ
535
Ashburton (Jersey)
Jersey
$57K
TCM
536
TD Capital Management
Tennessee
$57K
PCG
537
Private Capital Group
Connecticut
$52K -$5.76K -135 -11%
GLI
538
Guardian Life Insurance
New York
$52K +$1.58K +37 +3%
SFS
539
Sowell Financial Services
Arkansas
$52K +$49.5K +1,159 New
EW
540
Evoke Wealth
California
$47.5K +$44.9K +1,053 New
IFAM
541
Institutional & Family Asset Management
Colorado
$47K +$384 +9 +0.9%
CFG
542
Citizens Financial Group
Rhode Island
$46K -$3.84K -90 -8%
IRC
543
Investors Research Corp
Georgia
$45K
RIA
544
Realta Investment Advisors
Delaware
$44K -$3.63K -85 -8%
SFSIG
545
San Francisco Sentry Investment Group
California
$44K +$854 +20 +2%
GAM
546
Gemmer Asset Management
California
$43K +$427 +10 +1%
LSV Asset Management
547
LSV Asset Management
Illinois
$41K -$6.56M -153,733 -99%
SPIA
548
Steward Partners Investment Advisory
New York
$40K -$1.92K -45 -5%
LWCFA
549
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K
ED
550
Exane Derivatives
France
$37.1K -$251K -5,884 -88%

WDC Hedge Fund Activity: Q3 2019 in Review

659 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q3 2019, worth a combined $15.2B — up 23% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WDC positions and 76 closed out — a net gain of 22 holders — while 208 added to existing stakes and 265 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $187M. The largest seller was Iridian Asset Management, cutting an estimated $151M.

  • 659 institutional investors held Western Digital (WDC) as of Q3 2019, up from 641 in Q2 2019.
  • Funds reported $15.2B of Western Digital stock for Q3 2019, up 23% quarter-over-quarter.
  • 98 funds opened new Western Digital positions in Q3 2019 and 76 closed out, a net change of +22 holders.
  • The largest Western Digital buyer in Q3 2019 was Fidelity Investments, an estimated $187M added.
  • The largest Western Digital seller in Q3 2019 was Iridian Asset Management, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2019.