We are live on ! Find out more
WDC icon

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
TAIM
576
TD Ameritrade Investment Management
Nebraska
$3K
PA
577
Procyon Advisors
Connecticut
$3K +$162 +5 +5%
PMFA
578
Plante Moran Financial Advisors
Michigan
$3K +$389 +12 +15%
SWA
579
Sutton Wealth Advisors
Florida
$2.74K -$389 -12 -13%
HNB
580
Huntington National Bank
Ohio
$2K -$32.9K -1,015 -93%
SFSIG
581
San Francisco Sentry Investment Group
California
$2K -$907 -28 -35%
BWM
582
Baystate Wealth Management
Massachusetts
$2K
CA
583
Clearstead Advisors
Ohio
$2K
MIM
584
Macroview Investment Management
Maryland
$2K
RAM
585
Riggs Asset Management
Pennsylvania
$2K
SL
586
Savior LLC
Massachusetts
$2K
GWS
587
Glassman Wealth Services
Virginia
$2K +$1.23K +38 +115%
AIM
588
Anchor Investment Management
South Carolina
$1.54K -$1.3K -40 -47%
GFPC
589
Global Financial Private Client
Florida
$1.15K -$63.2K -1,950 -98%
APWM
590
Atlas Private Wealth Management
New York
$1K
LWA
591
Lenox Wealth Advisors
New York
$1K
LAS
592
Lloyd Advisory Services
Georgia
$1K
SWM
593
Selective Wealth Management
Virginia
$1K
WT
594
Washington Trust
Rhode Island
$1K
WT
595
Whittier Trust
California
$1K
FA
596
Financial Advantage
Maryland
$1K +$972 +30 New
JWM
597
Janiczek Wealth Management
Colorado
$1K +$1.17K +36 New
JG
598
Jefferies Group
New York
$637 -$1.41M -43,522 -70%
TI
599
tru Independence
Oregon
$18 -$4.31K -133 -20%
WIM
600
Westside Investment Management
California
$13 +$12.9K +397 New

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.