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Western Digital

694 hedge funds and large institutions have $16.3B invested in Western Digital in 2021 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 231 increasing their positions, 219 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 918 (+9)

95% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 76

17% more capital invested

Capital invested by funds: $14B → $16.3B (+$2.36B)

10% more funds holding

Funds holding: 630694 (+64)

5% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 219

0.61% more ownership

Funds ownership: 106.9%107.51% (+0.61%)

43% less call options, than puts

Call options by funds: $645M | Put options by funds: $1.12B

Holders
694
Holders Change
+64
Holders Change %
+10.16%
% of All Funds
10.68%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.28%
New
148
Increased
231
Reduced
219
Closed
76
Calls
$645M
Puts
$1.12B
Net Calls
-$479M
Net Calls Change
-$356M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
576
Geneos Wealth Management
Colorado
$29K
PCMC
577
Paragon Capital Management (Colorado)
Colorado
$28K +$24.8K +570 New
Optiver Holding
578
Optiver Holding
Netherlands
$27K
TWA
579
TCI Wealth Advisors
Arizona
$27K +$6.61K +152 +38%
ZB
580
Zions Bancorporation
Utah
$27K +$7.34K +169 +44%
ATC
581
Adirondack Trust Company
New York
$23K
ONST
582
Old North State Trust
North Carolina
$21K
SWM
583
Sugarloaf Wealth Management
Georgia
$21K
FRA
584
Front Row Advisors
California
$20K -$1.56K -36 -8%
BAM
585
Bellevue Asset Management
Washington
$20K
AIM
586
AHL Investment Management
Florida
$20K +$17.3K +397 New
SC
587
Stephens Consulting
Michigan
$18.8K +$16.6K +382 New
PFBT
588
Parkside Financial Bank & Trust
Missouri
$18K +$2.74K +63 +21%
ME
589
McIlrath & Eck
Washington
$18K +$8.65K +199 +115%
EWA
590
EverSource Wealth Advisors
Alabama
$18K +$16.3K +376 New
CWC
591
Carolinas Wealth Consulting
North Carolina
$17K
PWMG
592
Prestige Wealth Management Group
New Jersey
$16K -$391 -9 -3%
AF
593
Allworth Financial
California
$16K
RFA
594
Reilly Financial Advisors
California
$16K +$8.13K +187 +140%
SFM
595
Signet Financial Management
New Jersey
$16K +$13.7K +315 New
Manulife (Manufacturers Life Insurance)
596
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.4K -$2.79M -64,111 -17%
FCA
597
FinTrust Capital Advisors
South Carolina
$15K
DFCM
598
Dark Forest Capital Management
Puerto Rico
$15K +$12.8K +295 New
GWS
599
Glassman Wealth Services
Virginia
$14K +$5.61K +129 +85%
QC
600
Quent Capital
New York
$14K +$12.3K +283 New

WDC Hedge Fund Activity: Q4 2021 in Review

694 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q4 2021, worth a combined $16.3B — up 17% from $14B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new WDC positions and 76 closed out — a net gain of 72 holders — while 231 added to existing stakes and 219 trimmed.

The largest buyer was Vanguard Group, adding an estimated $99M. The largest seller was Menora Mivtachim Holdings, exiting entirely with an estimated $136M sold.

  • 694 institutional investors held Western Digital (WDC) as of Q4 2021, up from 630 in Q3 2021.
  • Funds reported $16.3B of Western Digital stock for Q4 2021, up 17% quarter-over-quarter.
  • 148 funds opened new Western Digital positions in Q4 2021 and 76 closed out, a net change of +72 holders.
  • The largest Western Digital buyer in Q4 2021 was Vanguard Group, an estimated $99M added.
  • The largest Western Digital seller in Q4 2021 was Menora Mivtachim Holdings, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2021.