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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
QF
651
QVT Financial
New York
-$254K -8,086 Closed
AIM
652
Aigen Investment Management
New York
-$247K -7,860 Closed
GIA
653
Gladstone Institutional Advisory
Florida
-$240K -7,644 Closed
PIA
654
Piedmont Investment Advisors
North Carolina
-$236K -7,517 Closed
SBIA
655
Sheaff Brock Investment Advisors
Indiana
-$216K -6,880 Closed
SSG
656
Summit Securities Group
New York
-$214K -6,615 Closed
MERSOM
657
Municipal Employees' Retirement System of Michigan
Michigan
-$174K -5,546 Closed
NFG
658
Next Financial Group
Texas
-$141K -4,486 Closed
SCM
659
Silvant Capital Management
Georgia
-$70K -2,236 Closed
HFM
660
Harvest Fund Management
China
-$50K -2,004 Closed
QT
661
Quantbot Technologies
New York
-$59K -1,902 Closed
ASN
662
Advisory Services Network
Georgia
-$55K -1,768 Closed
AJ
663
Ashburton (Jersey)
Jersey
-$35K -1,127 Closed
TL
664
TrueWealth LLC
Georgia
-$34K -1,077 Closed
CTC
665
Central Trust Company
Missouri
-$25K -794 Closed
AIC
666
Ameritas Investment Company
Nebraska
-$21K -726 Closed
PK
667
Pflug Koory
Nebraska
-$13.2K -407 Closed
CHA
668
Carmichael Hill & Associates
Maryland
-$12K -397 Closed
HIIFS
669
Harel Insurance Investments & Financial Services
Israel
-$12K -394 Closed
AA
670
Advisory Alpha
Michigan
-$11.3K -378 Closed
GCM
671
Gables Capital Management
Florida
-$9K -274 Closed
GSWM
672
Golden State Wealth Management
California
-$8K -266 Closed
MCA
673
Mercer Capital Advisers
New Jersey
-$8K -265 Closed
KFI
674
Key Financial Inc
Pennsylvania
-$8K -255 Closed
FGAM
675
Financial Gravity Asset Management
Texas
-$6.29K -200 Closed

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.