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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
MCA
551
Mercer Capital Advisers
New Jersey
$8K
MRCM
552
M&R Capital Management
New Jersey
$8K
RWA
553
Ropes Wealth Advisors
Massachusetts
$8K
KFI
554
Key Financial Inc
Pennsylvania
$8K +$11.3K +255 New
GSWM
555
Golden State Wealth Management
California
$8K +$11.8K +266 New
APA
556
American Portfolios Advisors
New York
$7.33K +$4.92K +111 +91%
SI
557
Sprott Inc
Ontario, Canada
$7.28K -$293K -6,615 -3%
KFS
558
Kelly Financial Services
Massachusetts
$7.19K
SLF
559
Sun Life Financial
Ontario, Canada
$7K -$133 -3 -1%
CFA
560
Carroll Financial Associates
North Carolina
$7K
M
561
Mirova
France
$7K
PB
562
Pinnacle Bancorp
Nebraska
$7K
PCM
563
Peregrine Capital Management
Minnesota
$7K +$10.5K +238 New
ED
564
Exane Derivatives
France
$6.83K -$3.2M -72,285 -100%
FGAM
565
Financial Gravity Asset Management
Texas
$6.29K -$10.1K -229 -53%
CAGAS
566
Capital Advisory Group Advisory Services
Minnesota
$6K +$9.26K +209 New
EAM
567
Erste Asset Management
Austria
$5.95K -$1.29M -29,106 -99%
FP
568
Financial Perspectives
Minnesota
$5.49K
EARNEST Partners
569
EARNEST Partners
Georgia
$5K
WAP
570
Wealthcare Advisory Partners
Pennsylvania
$5K +$89 +2 +1%
HR
571
Howe & Rusling
New York
$5K +$1.46K +33 +28%
EWA
572
Evolution Wealth Advisors
Florida
$5K +$3.99K +90 +130%
WPA
573
West Paces Advisors
Georgia
$4.66K -$1.42K -32 -18%
SFS
574
Sowell Financial Services
Arkansas
$4K -$37.7K -852 -87%
SQA
575
Simon Quick Advisors
New Jersey
$4K -$5.27K -119 -48%

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.