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Western Digital

628 hedge funds and large institutions have $10.1B invested in Western Digital in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 211 increasing their positions, 250 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.66% less ownership

Funds ownership: 110.86%107.2% (-3.7%)

9% less funds holding

Funds holding: 693628 (-65)

16% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 250

32% less call options, than puts

Call options by funds: $305M | Put options by funds: $446M

36% less capital invested

Capital invested by funds: $15.8B → $10.1B (-$5.75B)

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

42% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 135

Holders
628
Holders Change
-65
Holders Change %
-9.38%
% of All Funds
13.84%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.31%
New
78
Increased
211
Reduced
250
Closed
135
Calls
$305M
Puts
$446M
Net Calls
-$140M
Net Calls Change
+$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PK
526
Pflug Koory
Nebraska
$13K -$1.37K -31 -7%
BAM
527
Bellevue Asset Management
Washington
$13K
OSNBOA
528
Old Second National Bank of Aurora
Illinois
$13K
HIIFS
529
Harel Insurance Investments & Financial Services
Israel
$12K -$75.5K -1,704 -81%
ZB
530
Zions Bancorporation
Utah
$12K -$1.95K -44 -10%
CHA
531
Carmichael Hill & Associates
Maryland
$12K
SNT
532
Security National Trust
West Virginia
$12K
PFBT
533
Parkside Financial Bank & Trust
Missouri
$12K +$1.73K +39 +11%
LWM
534
Liberty Wealth Management
California
$12K +$3.45K +78 +25%
FHA
535
First Horizon Advisors
Tennessee
$12K +$8.37K +189 +87%
AA
536
Advisory Alpha
Michigan
$11.3K
SWM
537
Sugarloaf Wealth Management
Georgia
$11K
CFB
538
Cullen/Frost Bankers
Texas
$10K -$2.17K -49 -13%
AA
539
Ancora Advisors
Ohio
$10K
PWMG
540
Prestige Wealth Management Group
New Jersey
$10K
PFO
541
Pathstone Family Office
New Jersey
$10K +$13.6K +306 New
ME
542
McIlrath & Eck
Washington
$9K -$4.03K -91 -25%
AF
543
Advisornet Financial
Minnesota
$9K
FHA
544
Flagship Harbor Advisors
Massachusetts
$9K
EI
545
Ellevest Inc
New York
$9K +$5.23K +118 +73%
GCM
546
Gables Capital Management
Florida
$9K +$12.1K +274 New
TCM
547
Tradewinds Capital Management
Washington
$8K -$24K -543 -68%
LC
548
Lindbrook Capital
California
$8K -$14.9K -336 -56%
HIA
549
Harbor Investment Advisory
Maryland
$8K
IF
550
Ironwood Financial
Arizona
$8K

WDC Hedge Fund Activity: Q1 2020 in Review

628 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2020, worth a combined $10.1B — down 36% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of WDC and 78 opened new positions — a net loss of 57 holders — while 250 trimmed existing stakes and 211 added.

The largest buyer was Boston Partners, adding an estimated $346M. The largest seller was Wellington Management Group, cutting an estimated $184M.

  • 628 institutional investors held Western Digital (WDC) as of Q1 2020, down from 693 in Q4 2019.
  • Funds reported $10.1B of Western Digital stock for Q1 2020, down 36% quarter-over-quarter.
  • 78 funds opened new Western Digital positions in Q1 2020 and 135 closed out, a net change of -57 holders.
  • The largest Western Digital buyer in Q1 2020 was Boston Partners, an estimated $346M added.
  • The largest Western Digital seller in Q1 2020 was Wellington Management Group, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2020.