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Western Digital

628 hedge funds and large institutions have $10.1B invested in Western Digital in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 211 increasing their positions, 250 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.66% less ownership

Funds ownership: 110.86%107.2% (-3.7%)

9% less funds holding

Funds holding: 693628 (-65)

16% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 250

32% less call options, than puts

Call options by funds: $305M | Put options by funds: $446M

36% less capital invested

Capital invested by funds: $15.8B → $10.1B (-$5.75B)

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

42% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 135

Holders
628
Holders Change
-65
Holders Change %
-9.38%
% of All Funds
13.84%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.31%
New
78
Increased
211
Reduced
250
Closed
135
Calls
$305M
Puts
$446M
Net Calls
-$140M
Net Calls Change
+$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
676
Allstate Corporation
Illinois
-$453K -9,448 Closed
IFWM
677
Institute for Wealth Management
Colorado
-$446K -9,289 Closed
SA
678
Springowl Associates
New York
-$444K -9,261 Closed
PCMC
679
Paragon Capital Management (Colorado)
Colorado
-$426K -8,872 Closed
MC
680
Moors & Cabot
Massachusetts
-$417K -8,715 Closed
AMCA
681
Arthur M. Cohen & Associates
Illinois
-$367K -7,660 Closed
OC
682
Oppenheimer & Co
New York
-$358K -7,466 Closed
DWA
683
Douglass Winthrop Advisors
New York
-$351K -7,311 Closed
VVP
684
Venture Visionary Partners
Ohio
-$345K -7,208 Closed
PAG
685
Private Advisor Group
New Jersey
-$327K -6,807 Closed
BHC
686
Balch Hill Capital
California
-$371K -6,615 Closed
CIA
687
CCM Investment Advisers
South Carolina
-$314K -6,555 Closed
IWP
688
Icon Wealth Partners
Texas
-$314K -6,544 Closed
MME
689
Meag Munich Ergo
Germany
-$301K -6,390 Closed
IPW
690
Inlet Private Wealth
Florida
-$305K -6,350 Closed
CCM
691
Canal Capital Management
Virginia
-$303K -6,319 Closed
CI
692
Conning Inc
Connecticut
-$300K -6,252 Closed
XS
693
XR Securities
Illinois
-$288K -6,012 Closed
RHBC
694
R.H. Bluestein & Co
Michigan
-$277K -5,768 Closed
AMIM
695
Aull & Monroe Investment Management
Alabama
-$273K -5,689 Closed
LNWWM
696
Laird Norton Wetherby Wealth Management
California
-$265K -5,525 Closed
TFCP
697
Twin Focus Capital Partners
Massachusetts
-$258K -5,375 Closed
DILIC
698
Dai-ichi Life Insurance Company
Japan
-$256K -5,326 Closed
CAC
699
Cowen and Company
New York
-$255K -5,316 Closed
KF
700
Krilogy Financial
Missouri
-$254K -5,292 Closed

WDC Hedge Fund Activity: Q1 2020 in Review

628 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2020, worth a combined $10.1B — down 36% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of WDC and 78 opened new positions — a net loss of 57 holders — while 250 trimmed existing stakes and 211 added.

The largest buyer was Boston Partners, adding an estimated $346M. The largest seller was Wellington Management Group, cutting an estimated $184M.

  • 628 institutional investors held Western Digital (WDC) as of Q1 2020, down from 693 in Q4 2019.
  • Funds reported $10.1B of Western Digital stock for Q1 2020, down 36% quarter-over-quarter.
  • 78 funds opened new Western Digital positions in Q1 2020 and 135 closed out, a net change of -57 holders.
  • The largest Western Digital buyer in Q1 2020 was Boston Partners, an estimated $346M added.
  • The largest Western Digital seller in Q1 2020 was Wellington Management Group, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2020.