We are live on ! Find out more
WDC icon

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
BWM
651
Baystate Wealth Management
Massachusetts
$3K
FWM
652
Focused Wealth Management
New York
$3K
MHR
653
Matthew Hamilton Rosenberg
$3K
RAM
654
Riggs Asset Management
Pennsylvania
$3K
PCG
655
Private Capital Group
Connecticut
$3K +$608 +14 +37%
MAM
656
McCarthy Asset Management
California
$3K +$1.48K +34 +131%
CB
657
CNB Bank
Pennsylvania
$3K +$2.43K +56 New
SSB
658
Sandy Spring Bank
Maryland
$3K +$2.65K +61 New
SWA
659
Sutton Wealth Advisors
Florida
$2.93K
MUMSS
660
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K -$1.7K -39 -49%
AA
661
Ancora Advisors
Ohio
$2K
CI Investments Inc
662
CI Investments Inc
Ontario, Canada
$2K
FF
663
FourThought Financial
Florida
$2K
HPC
664
HM Payson & Co
Maine
$2K
TFM
665
TFC Financial Management
Massachusetts
$2K
LWA
666
Lenox Wealth Advisors
New York
$2K +$739 +17 +100%
SC
667
Schubert & Co
Texas
$2K +$1.43K +33 New
SC
668
Sierra Capital
Florida
$2K +$1.48K +34 New
CSB
669
City State Bank
Iowa
$2K +$2K +46 New
JWA
670
JFS Wealth Advisors
Pennsylvania
$2K +$2.17K +50 New
AIA
671
Arcadia Investment Advisors
Idaho
$1.3K
CP
672
Castleview Partners
Texas
$1.2K +$4.51M +103,699 New
AWM
673
Avior Wealth Management
Nebraska
$1K -$1.7K -39 -49%
APC
674
Aspire Private Capital
North Carolina
$1K
BWM
675
BerganKDV Wealth Management
Minnesota
$1K