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Western Digital

609 hedge funds and large institutions have $10.5B invested in Western Digital in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 224 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $10.1B → $10.5B (+$413M)

2% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 229

2.19% less ownership

Funds ownership: 107.2%105.01% (-2.2%)

3% less funds holding

Funds holding: 628609 (-19)

17% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 86

28% less call options, than puts

Call options by funds: $380M | Put options by funds: $531M

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
609
Holders Change
-19
Holders Change %
-3.03%
% of All Funds
12.49%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.16%
New
71
Increased
224
Reduced
229
Closed
86
Calls
$380M
Puts
$531M
Net Calls
-$151M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Allworth Financial
California
$11K -$11K -339 -52%
BBHC
527
Brown Brothers Harriman & Co
New York
$11K -$9.07K -280 -45%
AA
528
Ancora Advisors
Ohio
$11K
PWMG
529
Prestige Wealth Management Group
New Jersey
$11K
CFB
530
Cullen/Frost Bankers
Texas
$11K +$65 +2 +0.6%
TWA
531
TCI Wealth Advisors
Arizona
$11K +$8.91K +275 +529%
AWM
532
Apollon Wealth Management
South Carolina
$11K +$11.1K +343 New
AF
533
Advisornet Financial
Minnesota
$10K
PFO
534
Pathstone Family Office
New Jersey
$10K
RWA
535
Ropes Wealth Advisors
Massachusetts
$10K +$1.33K +41 +15%
ETC
536
Exchange Traded Concepts
Oklahoma
$9K -$179K -5,524 -95%
HIA
537
Harbor Investment Advisory
Maryland
$9K
IF
538
Ironwood Financial
Arizona
$9K
SI
539
Sprott Inc
Ontario, Canada
$8.61K +$857K +26,460 +11%
CFA
540
Carroll Financial Associates
North Carolina
$8K -$32 -1 -0.4%
M
541
Mirova
France
$8K
MRCM
542
M&R Capital Management
New Jersey
$8K
PCM
543
Peregrine Capital Management
Minnesota
$8K
SLF
544
Sun Life Financial
Ontario, Canada
$8K +$194 +6 +3%
CI
545
CX Institutional
Indiana
$8K +$4.28K +132 +142%
FMP
546
Financial Management Professionals
Texas
$8K +$8.2K +253 New
KFS
547
Kelly Financial Services
Massachusetts
$7.62K
FCA
548
FinTrust Capital Advisors
South Carolina
$7K -$51.4K -1,586 -88%
PFBT
549
Parkside Financial Bank & Trust
Missouri
$7K -$5.61K -173 -45%
CAGAS
550
Capital Advisory Group Advisory Services
Minnesota
$7K

WDC Hedge Fund Activity: Q2 2020 in Review

609 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2020, worth a combined $10.5B — up 4.1% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of WDC and 71 opened new positions — a net loss of 15 holders — while 229 trimmed existing stakes and 224 added.

The largest buyer was Fidelity Investments, adding an estimated $194M. The largest seller was BlackRock, cutting an estimated $160M.

  • 609 institutional investors held Western Digital (WDC) as of Q2 2020, down from 628 in Q1 2020.
  • Funds reported $10.5B of Western Digital stock for Q2 2020, up 4.1% quarter-over-quarter.
  • 71 funds opened new Western Digital positions in Q2 2020 and 86 closed out, a net change of -15 holders.
  • The largest Western Digital buyer in Q2 2020 was Fidelity Investments, an estimated $194M added.
  • The largest Western Digital seller in Q2 2020 was BlackRock, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2020.