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Western Digital

609 hedge funds and large institutions have $10.5B invested in Western Digital in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 224 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $10.1B → $10.5B (+$413M)

2% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 229

2.19% less ownership

Funds ownership: 107.2%105.01% (-2.2%)

3% less funds holding

Funds holding: 628609 (-19)

17% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 86

28% less call options, than puts

Call options by funds: $380M | Put options by funds: $531M

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
609
Holders Change
-19
Holders Change %
-3.03%
% of All Funds
12.49%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.16%
New
71
Increased
224
Reduced
229
Closed
86
Calls
$380M
Puts
$531M
Net Calls
-$151M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.47B -$111M -3,427,801 -7%
BlackRock
2
BlackRock
New York
$961M -$160M -4,938,264 -15%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$588M +$194M +5,986,536 +51%
State Street
4
State Street
Massachusetts
$552M +$4.63M +142,901 +0.9%
ClearBridge Investments
5
ClearBridge Investments
New York
$456M -$16.9M -521,795 -4%
Franklin Resources
6
Franklin Resources
California
$420M +$101M +3,124,346 +33%
Ameriprise
7
Ameriprise
Minnesota
$405M +$45.9M +1,417,904 +13%
Boston Partners
8
Boston Partners
Massachusetts
$373M +$67.6M +2,087,420 +23%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$230M +$12M +370,092 +6%
Fidelity International
10
Fidelity International
Bermuda
$207M -$25.1M -773,627 -11%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$190M -$67.8M -2,092,485 -27%
LAM
12
Lyrical Asset Management
New York
$189M +$3.67M +113,276 +2%
UBS AM
13
UBS AM
Illinois
$159M +$9.47M +292,301 +7%
Northern Trust
14
Northern Trust
Illinois
$154M -$2.02M -62,240 -1%
AllianceBernstein
15
AllianceBernstein
Tennessee
$153M -$14.4M -443,955 -9%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$136M +$652K +20,134 +0.5%
DnB Asset Management
17
DnB Asset Management
Norway
$135M +$46.4M +1,432,092 +55%
Norges Bank
18
Norges Bank
Norway
$135M +$1.87M +57,648 +1%
Goldman Sachs
19
Goldman Sachs
New York
$111M +$20.9M +644,280 +24%
Bank of America
20
Bank of America
North Carolina
$111M +$8.25M +254,745 +8%
Legal & General Group
21
Legal & General Group
United Kingdom
$103M -$1.37M -42,332 -1%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$95.1M +$73.5M +2,268,536 +390%
Parnassus Investments
23
Parnassus Investments
California
$92.9M +$82M +2,529,683 +998%
First Trust Advisors
24
First Trust Advisors
Illinois
$81.9M +$17.1M +527,364 +27%
Invesco
25
Invesco
Georgia
$81.8M +$7.3M +225,389 +10%

WDC Hedge Fund Activity: Q2 2020 in Review

609 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2020, worth a combined $10.5B — up 4.1% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of WDC and 71 opened new positions — a net loss of 15 holders — while 229 trimmed existing stakes and 224 added.

The largest buyer was Fidelity Investments, adding an estimated $194M. The largest seller was BlackRock, cutting an estimated $160M.

  • 609 institutional investors held Western Digital (WDC) as of Q2 2020, down from 628 in Q1 2020.
  • Funds reported $10.5B of Western Digital stock for Q2 2020, up 4.1% quarter-over-quarter.
  • 71 funds opened new Western Digital positions in Q2 2020 and 86 closed out, a net change of -15 holders.
  • The largest Western Digital buyer in Q2 2020 was Fidelity Investments, an estimated $194M added.
  • The largest Western Digital seller in Q2 2020 was BlackRock, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2020.