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Western Digital
WDC

Overview Fund Activity

692 hedge funds and large institutions have $15.8B invested in Western Digital in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 227 increasing their positions, 245 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
+33
Holders Change %
+5.01%
% of All Funds
13.67%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.43%
New
125
Increased
227
Reduced
245
Closed
80
Calls
$787M
Puts
$1.02B
Net Calls
-$233M
Net Calls Change
-$345M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$758M
2
Fidelity International
2
Fidelity International
Bermuda
$212M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.25B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$81M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$705M

Top Sellers

1
AIG
1
American International Group
New York
$8.24M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$396M
3
Invesco
3
Invesco
Georgia
$167M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$140M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$374M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
651
Capital Analysts LLC
Pennsylvania
$4K – – –
PMFA
652
Plante Moran Financial Advisors
Michigan
$4K – – –
CI
653
CX Institutional
Indiana
$4K – – –
SWA
654
Sutton Wealth Advisors
Florida
$3.75K – – –
EWA
655
Evolution Wealth Advisors
Florida
$3K -$4.3K -99 -59%
RAM
656
Riggs Asset Management
Pennsylvania
$3K – – –
TFO
657
Tarbox Family Office
California
$3K +$421 +8 +16%
SL
658
Savior LLC
Massachusetts
$3K +$3K +53 New
ADL
659
Asset Dedication LLC
California
$3K +$3K +58 New
FCB
660
First Command Bank
Texas
$3K +$3K +66 New
FCFS
661
First Command Financial Services
Texas
$3K +$3K +66 New
LAS
662
Lloyd Advisory Services
Georgia
$3K +$3K +67 New
AIM
663
Anchor Investment Management
South Carolina
$2.22K -$3.19K -66 -59%
VFA
664
Valeo Financial Advisors
Indiana
$2K – – –
BWM
665
Baystate Wealth Management
Massachusetts
$2K – – –
TIM
666
Tortoise Investment Management
New York
$2K – – –
WT
667
Whittier Trust
California
$2K +$1.48K +31 +282%
WCM
668
Wealthcare Capital Management
Virginia
$2K +$2K +37 New
BWM
669
BerganKDV Wealth Management
Minnesota
$2K +$2K +42 New
WFMPM
670
Woodley Farra Manion Portfolio Management
Indiana
$2K +$2K +42 New
WQ
671
Wealth Quarterback
New Jersey
$1.53K +$1.53K +32 New
LP
672
LMR Partners
United Kingdom
$1.02K +$1.02K +21,242 New
GI
673
Gradient Investments
Minnesota
$1K -$2.27K -34 -69%
SWM
674
Selective Wealth Management
Virginia
$1K -$1.15K -30 -54%
FPFS
675
First Personal Financial Services
North Carolina
$1K -$833 -10 -45%
25 26
27
28 29