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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
CWA
626
Clearview Wealth Advisors
Oregon
$7K +$5.74K +132 New
FFWM
627
Future Financial Wealth Management
Ohio
$7K +$5.74K +132 New
NF
628
Norwood Financial
Pennsylvania
$7K +$5.74K +132 New
ECM
629
Estabrook Capital Management
New York
$6.98K +$6.17K +142 New
FP
630
Financial Perspectives
Minnesota
$6.2K
AWM
631
Accel Wealth Management
Iowa
$6K +$3.78K +87 +235%
CA
632
CoreCap Advisors
Michigan
$6K +$5K +115 New
AIP
633
Ahrens Investment Partners
Louisiana
$6K +$5.04K +116 New
BAM
634
Byrne Asset Management
New Jersey
$6K +$5.17K +119 New
VRS
635
Virginia Retirement Systems
Virginia
$5.77K
TFO
636
Tarbox Family Office
California
$5K -$11.6K -266 -72%
PCFFS
637
Pacific Center for Financial Services
California
$5K
BIA
638
Bell Investment Advisors
California
$5K +$348 +8 +9%
PMFA
639
Plante Moran Financial Advisors
Michigan
$5K +$2.65K +61 +139%
MPWT
640
MassMutual Private Wealth & Trust
Connecticut
$5K +$3.43K +79 +304%
GWMI
641
Guardian Wealth Management (Illinois)
Illinois
$5K +$4.3K +99 New
CFFP
642
Center for Financial Planning
Michigan
$5K +$4.61K +106 New
GI
643
Gradient Investments
Minnesota
$5K +$4.61K +106 New
MGIM
644
M&G Investment Management
United Kingdom
$4.1K -$4.19M -96,512 -54%
WT
645
Washington Trust
Rhode Island
$4K -$13.4K -309 -79%
EW
646
Evoke Wealth
California
$4K -$87 -2 -2%
AssetMark Inc
647
AssetMark Inc
California
$4K
CAL
648
Capital Analysts LLC
Pennsylvania
$4K
JRFS
649
James Reed Financial Services
Ohio
$4K +$3.74K +86 New
HR
650
Howe & Rusling
New York
$3K -$478 -11 -17%