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Western Digital

564 hedge funds and large institutions have $8.58B invested in Western Digital in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 205 increasing their positions, 215 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

5% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 215

1.93% less ownership

Funds ownership: 105.01%103.08% (-1.9%)

7% less funds holding

Funds holding: 609564 (-45)

17% less call options, than puts

Call options by funds: $573M | Put options by funds: $688M

18% less capital invested

Capital invested by funds: $10.5B → $8.58B (-$1.9B)

40% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 104

Holders
564
Holders Change
-45
Holders Change %
-7.39%
% of All Funds
11.38%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.22%
New
62
Increased
205
Reduced
215
Closed
104
Calls
$573M
Puts
$688M
Net Calls
-$115M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B -$31.8M -1,068,894 -2%
BlackRock
2
BlackRock
New York
$801M +$5.22M +175,505 +0.6%
State Street
3
State Street
Massachusetts
$451M -$7.06M -237,680 -1%
Ameriprise
4
Ameriprise
Minnesota
$378M +$46.2M +1,553,023 +13%
Franklin Resources
5
Franklin Resources
California
$368M +$19.7M +663,461 +5%
ClearBridge Investments
6
ClearBridge Investments
New York
$366M -$12.1M -408,744 -3%
Fidelity International
7
Fidelity International
Bermuda
$303M +$141M +4,743,234 +76%
Parnassus Investments
8
Parnassus Investments
California
$200M +$133M +4,472,793 +161%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$191M +$1.24M +41,835 +0.6%
DnB Asset Management
10
DnB Asset Management
Norway
$155M +$47.1M +1,585,360 +39%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$155M -$357M -12,009,869 -68%
LAM
12
Lyrical Asset Management
New York
$154M -$2.38M -80,038 -1%
Boston Partners
13
Boston Partners
Massachusetts
$151M -$170M -5,725,339 -51%
UBS AM
14
UBS AM
Illinois
$135M +$3.52M +118,574 +2%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$134M +$59.7M +2,010,122 +71%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$128M -$31.5M -1,059,518 -19%
AllianceBernstein
17
AllianceBernstein
Tennessee
$125M -$2.61M -87,867 -2%
Northern Trust
18
Northern Trust
Illinois
$124M -$3.61M -121,310 -3%
MMH
19
Menora Mivtachim Holdings
Israel
$117M +$125M +4,218,380 New
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$113M +$144K +4,849 +0.1%
Norges Bank
21
Norges Bank
Norway
$109M -$2.68M -90,300 -2%
Legal & General Group
22
Legal & General Group
United Kingdom
$86.8M +$1.57M +52,711 +2%
Invesco
23
Invesco
Georgia
$78.9M +$12M +404,298 +16%
Charles Schwab
24
Charles Schwab
California
$78.5M +$24.7M +830,704 +41%
First Trust Advisors
25
First Trust Advisors
Illinois
$77.8M +$10.8M +363,733 +15%

WDC Hedge Fund Activity: Q3 2020 in Review

564 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q3 2020, worth a combined $8.58B — down 18% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of WDC and 62 opened new positions — a net loss of 42 holders — while 215 trimmed existing stakes and 205 added.

The largest buyer was Fidelity International, adding an estimated $141M. The largest seller was Fidelity Investments, cutting an estimated $357M.

  • 564 institutional investors held Western Digital (WDC) as of Q3 2020, down from 609 in Q2 2020.
  • Funds reported $8.58B of Western Digital stock for Q3 2020, down 18% quarter-over-quarter.
  • 62 funds opened new Western Digital positions in Q3 2020 and 104 closed out, a net change of -42 holders.
  • The largest Western Digital buyer in Q3 2020 was Fidelity International, an estimated $141M added.
  • The largest Western Digital seller in Q3 2020 was Fidelity Investments, an estimated $357M sold.

Based on aggregated 13F filings for Q3 2020.