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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
EARNEST Partners
551
EARNEST Partners
Georgia
$6K
HR
552
Howe & Rusling
New York
$6K +$1.33K +41 +27%
ED
553
Exane Derivatives
France
$5.12K -$2.07K -64 -29%
TCM
554
Tradewinds Capital Management
Washington
$5K -$3.85K -119 -47%
LC
555
Lindbrook Capital
California
$5K -$3.82K -118 -44%
PB
556
Pinnacle Bancorp
Nebraska
$5K -$2.14K -66 -29%
WTC
557
WhitTier Trust Company
Nevada
$5K -$130 -4 -3%
PG
558
Proffitt & Goodson
Tennessee
$5K +$4.73K +146 New
WPA
559
West Paces Advisors
Georgia
$4.95K
APA
560
American Portfolios Advisors
New York
$4.46K -$3.21K -99 -42%
FP
561
Financial Perspectives
Minnesota
$4.19K -$1.59K -49 -28%
LWM
562
Liberty Wealth Management
California
$4K -$8.36K -258 -66%
CAM
563
Close Asset Management
United Kingdom
$4K
EFSCE
564
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
FANJ
565
Financial Architects (New Jersey)
New Jersey
$4K
PCFFS
566
Pacific Center for Financial Services
California
$4K
SQA
567
Simon Quick Advisors
New Jersey
$4K
TCOV
568
Trust Company of Vermont
Vermont
$4K
TFO
569
Tarbox Family Office
California
$4K +$2.53K +78 +173%
WAMC
570
Western Asset Management Company
California
$4K +$3.14K +97 New
WR
571
Watson Rebecca
$4K +$3.85K +119 New
HFA
572
Hoover Financial Advisors
Pennsylvania
$4K +$4.08K +126 New
PCG
573
Private Capital Group
Connecticut
$3K -$12.5K -387 -84%
SFS
574
Sowell Financial Services
Arkansas
$3K -$1.78K -55 -42%
CAL
575
Capital Analysts LLC
Pennsylvania
$3K

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.