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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.49B +$28M +632,665 +1%
BlackRock
2
BlackRock
New York
$1.06B -$13.4M -303,466 -0.9%
State Street
3
State Street
Massachusetts
$516M -$41.1M -928,775 -5%
ClearBridge Investments
4
ClearBridge Investments
New York
$447M -$487K -11,007 -0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$366M -$184M -4,152,812 -26%
Ameriprise
6
Ameriprise
Minnesota
$337M +$109M +2,454,993 +30%
Franklin Resources
7
Franklin Resources
California
$299M -$118M -2,655,634 -22%
Boston Partners
8
Boston Partners
Massachusetts
$286M +$346M +7,805,519 +600%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$245M -$219K -4,941 -0.1%
Fidelity International
10
Fidelity International
Bermuda
$220M +$114M +2,569,420 +58%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$205M -$4.43M -100,031 -2%
LAM
12
Lyrical Asset Management
New York
$174M -$24.3M -548,600 -9%
AllianceBernstein
13
AllianceBernstein
Tennessee
$159M -$16M -361,519 -7%
Northern Trust
14
Northern Trust
Illinois
$147M +$2.41M +54,520 +1%
UBS AM
15
UBS AM
Illinois
$141M -$1M -22,591 -0.5%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$129M -$184M -4,163,598 -50%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$128M -$27.8M -627,090 -13%
Norges Bank
18
Norges Bank
Norway
$125M -$1.85M -41,817 -1%
N
19
Nuveen
North Carolina
$112M -$2.54M -57,394 -2%
Legal & General Group
20
Legal & General Group
United Kingdom
$98.7M +$5.62M +126,865 +4%
Bank of America
21
Bank of America
North Carolina
$96.3M +$14.3M +322,246 +12%
DZ Bank
22
DZ Bank
Germany
$86.5M -$66.4M -1,500,023 -35%
Goldman Sachs
23
Goldman Sachs
New York
$84.1M -$32M -722,913 -21%
DnB Asset Management
24
DnB Asset Management
Norway
$82.1M +$68.5M +1,547,446 +146%
CS
25
Credit Suisse
Switzerland
$81.5M +$24.9M +562,620 +28%

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.