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Western Digital

669 hedge funds and large institutions have $16.2B invested in Western Digital in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 211 increasing their positions, 241 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 69

35% more call options, than puts

Call options by funds: $1.04B | Put options by funds: $772M

23% more capital invested

Capital invested by funds: $13.3B → $16.2B (+$2.99B)

7% more funds holding

Funds holding: 624669 (+45)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

1.22% more ownership

Funds ownership: 104.14%105.36% (+1.2%)

12% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 241

Holders
669
Holders Change
+45
Holders Change %
+7.21%
% of All Funds
11.75%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.3%
New
117
Increased
211
Reduced
241
Closed
69
Calls
$1.04B
Puts
$772M
Net Calls
+$267M
Net Calls Change
+$346M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
701
Defined Wealth Management
Oregon
-$100K -2,381 Closed
TIAM2
702
Tru Independence Asset Management 2
Oregon
-$64K -1,521 Closed
PWM
703
Perigon Wealth Management
California
-$62K -1,475 Closed
CG
704
Cutler Group
California
-$68K -1,455 Closed
PFO
705
Pathstone Family Office
New Jersey
-$56K -1,332 Closed
RPWA
706
Regent Peak Wealth Advisors
Georgia
-$48K -1,158 Closed
CDIA
707
Capital Directions Investment Advisors
Georgia
-$39K -926 Closed
TPWA
708
TRUE Private Wealth Advisors
Oregon
-$34K -818 Closed
JCM
709
Jacobi Capital Management
Pennsylvania
-$34K -807 Closed
CAAS
710
Capital Asset Advisory Services
Michigan
-$30K -726 Closed
CCA
711
Childress Capital Advisors
Texas
-$29K -685 Closed
FTDI
712
First Trust Direct Indexing
Massachusetts
-$27K -635 Closed
SSB
713
Sandy Spring Bank
Maryland
-$22K -529 Closed
PCM
714
Peregrine Capital Management
Minnesota
-$16K -370 Closed
AF
715
Advisornet Financial
Minnesota
-$16.7K -357 -98%
RWA
716
Ropes Wealth Advisors
Massachusetts
-$11K -265 Closed
FCH
717
Freestone Capital Holdings
Washington
-$8.53K -204 Closed
KCM
718
Kathmere Capital Management
Pennsylvania
-$8K -198 Closed
SQA
719
Simon Quick Advisors
New Jersey
-$5K -130 Closed
CWA
720
Clearview Wealth Advisors
Oregon
-$5K -120 Closed
PWPS
721
Pinnacle Wealth Planning Services
Ohio
-$5K -116 Closed
IA
722
Inspire Advisors
Idaho
-$4K -103 Closed
ICP
723
Interchange Capital Partners
Pennsylvania
-$3K -83 Closed
EA
724
Elm Advisors
California
-$3K -61 Closed
AIM
725
Anchor Investment Management
South Carolina
-$1.94K -46 Closed

WDC Hedge Fund Activity: Q1 2021 in Review

669 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2021, worth a combined $16.2B — up 23% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new WDC positions and 69 closed out — a net gain of 48 holders — while 211 added to existing stakes and 241 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $318M. The largest seller was Fidelity International, cutting an estimated $187M.

  • 669 institutional investors held Western Digital (WDC) as of Q1 2021, up from 624 in Q4 2020.
  • Funds reported $16.2B of Western Digital stock for Q1 2021, up 23% quarter-over-quarter.
  • 117 funds opened new Western Digital positions in Q1 2021 and 69 closed out, a net change of +48 holders.
  • The largest Western Digital buyer in Q1 2021 was Point72 Asset Management, an estimated $318M added.
  • The largest Western Digital seller in Q1 2021 was Fidelity International, an estimated $187M sold.

Based on aggregated 13F filings for Q1 2021.