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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
MRCM
601
M&R Capital Management
New Jersey
$13K
AFS
602
Annapolis Financial Services
Maryland
$13K +$11.5K +265 New
FMP
603
Financial Management Professionals
Texas
$12K
CWP
604
Concord Wealth Partners
Virginia
$12K +$9.34K +215 +1,075%
CT
605
Cambridge Trust
Massachusetts
$12K +$10.3K +238 New
CA
606
Clearstead Advisors
Ohio
$12K +$10.6K +245 New
TPCW
607
TD Private Client Wealth
New York
$11.9K -$4.82K -111 -31%
KFS
608
Kelly Financial Services
Massachusetts
$11.3K
CFA
609
Carroll Financial Associates
North Carolina
$11K -$87 -2 -0.8%
TC
610
TAP Consulting
Missouri
$11K +$10.1K +232 New
HIA
611
Harbor Investment Advisory
Maryland
$10K
HNB
612
Huntington National Bank
Ohio
$10K +$2.96K +68 +52%
MCM
613
MV Capital Management
Maryland
$10K +$7.69K +177 +492%
FNBOSM
614
First National Bank of South Miami
Florida
$10K +$9.21K +212 New
EAM
615
Erste Asset Management
Austria
$9.35K
EARNEST Partners
616
EARNEST Partners
Georgia
$9K
FPS
617
Fieldpoint Private Securities
Connecticut
$9K +$2.04K +47 +36%
Jones Financial Companies
618
Jones Financial Companies
Missouri
$8K
BBPWM
619
Blue Bell Private Wealth Management
Pennsylvania
$8K +$7.17K +165 New
VRM
620
Vectors Research Management
New York
$8K +$7.17K +165 New
SCA
621
Snowden Capital Advisors
New York
$8K +$7.34K +169 New
SN
622
Sittner & Nelson
Oregon
$7K -$7.95K -183 -58%
CFD
623
Creative Financial Designs
Indiana
$7K -$5.78K -133 -50%
LC
624
Lindbrook Capital
California
$7K -$1.96K -45 -24%
TCM
625
Tradewinds Capital Management
Washington
$7K