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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
EFSCE
576
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$3.63K -82 -39%
CAM
577
Close Asset Management
United Kingdom
$4K
FANJ
578
Financial Architects (New Jersey)
New Jersey
$4K
WTC
579
WhitTier Trust Company
Nevada
$4K
TCOV
580
Trust Company of Vermont
Vermont
$4K +$5.85K +132 New
EW
581
Evoke Wealth
California
$3.7K +$5.23K +118 New
SFSIG
582
San Francisco Sentry Investment Group
California
$3K -$33.7K -760 -90%
PCFFS
583
Pacific Center for Financial Services
California
$3K
CI
584
CX Institutional
Indiana
$3K +$487 +11 +13%
TAIM
585
TD Ameritrade Investment Management
Nebraska
$3K +$620 +14 +17%
PA
586
Procyon Advisors
Connecticut
$3K +$3.94K +89 +1,113%
SWA
587
Sutton Wealth Advisors
Florida
$2.96K +$709 +16 +21%
AIM
588
Anchor Investment Management
South Carolina
$2.71K +$1.77K +40 +87%
TWA
589
TCI Wealth Advisors
Arizona
$2K -$28K -633 -92%
BWM
590
Baystate Wealth Management
Massachusetts
$2K
CAL
591
Capital Analysts LLC
Pennsylvania
$2K
PMFA
592
Plante Moran Financial Advisors
Michigan
$2K
SL
593
Savior LLC
Massachusetts
$2K
BWM
594
BerganKDV Wealth Management
Minnesota
$2K +$531 +12 +29%
MIM
595
Macroview Investment Management
Maryland
$2K +$2.97K +67 New
CA
596
Clearstead Advisors
Ohio
$2K +$3.06K +69 New
OAM
597
Optimal Asset Management
California
$1.37K +$115K +2,605 +6%
RCA
598
Ranch Capital Advisors
Florida
$1K -$11.7K -265 -87%
VCP
599
Verus Capital Partners
Arizona
$1K -$11.7K -265 -90%
GWS
600
Glassman Wealth Services
Virginia
$1K -$3.19K -72 -69%

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.