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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
SWA
701
SFMG Wealth Advisors
Texas
-$254K -5,292 Closed
CIAS
702
Capital Investment Advisory Services
North Carolina
-$249K -5,184 Closed
Lido Advisors
703
Lido Advisors
California
-$247K -5,157 Closed
HI
704
Horizon Investments
North Carolina
-$243K -5,066 Closed
HP
705
Hikari Power
Japan
-$242K -5,041 Closed
CIA
706
Capital Investment Advisors
Georgia
-$235K -4,903 Closed
HF
707
HRT Financial
New York
-$216K -4,886 Closed
Cerity Partners
708
Cerity Partners
New York
-$231K -4,806 Closed
JIC
709
Johnson Investment Counsel
Ohio
-$227K -4,724 Closed
BCM
710
BlueCrest Capital Management
Jersey
-$226K -4,702 Closed
WFM
711
Wolff Financial Management
Michigan
-$224K -4,660 Closed
GCA
712
Greenwood Capital Associates
South Carolina
-$221K -4,597 Closed
SCA
713
Snowden Capital Advisors
New York
-$221K -4,597 Closed
ANRIA
714
American National Registered Investment Advisor
Texas
-$210K -4,386 Closed
HW
715
Hancock Whitney
Mississippi
-$209K -4,355 Closed
GIA
716
Gateway Investment Advisers
Ohio
-$205K -4,281 Closed
LWP
717
Legacy Wealth Planning
Nevada
-$204K -4,249 Closed
CLOS
718
Compagnie Lombard Odier SCmA
Switzerland
-$162K -3,374 Closed
AP
719
Americana Partners
Texas
-$109K -2,277 Closed
ARMT
720
Amica Retiree Medical Trust
Rhode Island
-$97K -2,018 Closed
TRCT
721
Tower Research Capital (TRC)
New York
-$93K -1,942 Closed
TCM
722
TD Capital Management
Tennessee
-$61K -1,274 Closed
ACM
723
Allred Capital Management
Texas
-$59.7K -1,245 Closed
GLI
724
Guardian Life Insurance
New York
-$56K -1,158 Closed
RIA
725
Realta Investment Advisors
Delaware
-$37K -971 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.