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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
LSV Asset Management
726
LSV Asset Management
Illinois
-$44K -926 Closed
RMAM
727
Raab & Moskowitz Asset Management
New Jersey
-$42K -894 Closed
LWCFA
728
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$41K -860 Closed
AWA
729
Artemis Wealth Advisors
New York
-$39.1K -815 Closed
MS
730
Mizuho Securities
Japan
-$32K -662 Closed
FPS
731
Fieldpoint Private Securities
Connecticut
-$31K -648 Closed
FIB
732
First Interstate Bank
Montana
-$23K -470 Closed
HWM
733
Howard Wealth Management
Connecticut
-$20K -431 Closed
GDP
734
Great Diamond Partners
Maine
-$17K -372 Closed
NIM
735
NuWave Investment Management
New Jersey
-$17K -352 Closed
BB
736
Busey Bank
Illinois
-$15K -311 Closed
H
737
Hexavest
Quebec, Canada
-$11K -228 Closed
BCI
738
Brinker Capital Investments
Pennsylvania
-$10K -201 Closed
Loomis, Sayles & Company
739
Loomis, Sayles & Company
Massachusetts
-$9K -188 Closed
RA
740
Rational Advisors
New York
-$6K -131 Closed
MUS
741
Mitsubishi UFJ Securities
Japan
-$6K -119 Closed
LWM
742
Lionsbridge Wealth Management
Florida
-$5K -114 Closed
FCB
743
First Command Bank
Texas
-$3K -66 Closed
FCFS
744
First Command Financial Services
Texas
-$3K -66 Closed
ADL
745
Asset Dedication LLC
California
-$3K -58 Closed
WCM
746
Wealthcare Capital Management
Virginia
-$2K -37 Closed
AAP
747
Arax Advisory Partners
Colorado
-$1K -29 Closed
GFPC
748
Global Financial Private Capital
Florida
-$1K -21 Closed
FPFS
749
First Personal Financial Services
North Carolina
-$1K -12 Closed
PWP
750
Personal Wealth Partners
Minnesota
-$1K -12 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.