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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.19B +$27M +577,505 +1%
BlackRock
2
BlackRock
New York
$1.54B +$54.3M +1,160,416 +4%
State Street
3
State Street
Massachusetts
$787M -$14.4M -308,952 -2%
Ameriprise
4
Ameriprise
Minnesota
$665M -$17.8M -380,040 -3%
Franklin Resources
5
Franklin Resources
California
$638M -$57.9M -1,238,508 -9%
ClearBridge Investments
6
ClearBridge Investments
New York
$558M +$2.65M +56,676 +0.5%
Fidelity International
7
Fidelity International
Bermuda
$420M -$187M -4,009,554 -33%
Parnassus Investments
8
Parnassus Investments
California
$388M +$20.7M +443,752 +6%
AllianceBernstein
9
AllianceBernstein
Tennessee
$375M +$142M +3,046,120 +69%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$364M +$7.43M +158,919 +2%
Point72 Asset Management
11
Point72 Asset Management
Connecticut
$361M +$318M +6,802,320 +1,932%
DnB Asset Management
12
DnB Asset Management
Norway
$315M -$69.8M -1,493,884 -19%
LAM
13
Lyrical Asset Management
New York
$306M +$13.9M +297,589 +5%
UBS AM
14
UBS AM
Illinois
$239M -$6.88M -147,163 -3%
Boston Partners
15
Boston Partners
Massachusetts
$230M +$12.1M +259,493 +6%
Northern Trust
16
Northern Trust
Illinois
$218M -$2.23M -47,713 -1%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$218M +$6.05M +129,324 +3%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$217M -$177M -3,783,722 -47%
Norges Bank
19
Norges Bank
Norway
$213M +$1.32M +28,294 +0.7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$208M -$5.74M -122,686 -3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$202M -$10.2M -218,828 -5%
MMH
22
Menora Mivtachim Holdings
Israel
$185M +$5.55M +118,608 +3%
Invesco
23
Invesco
Georgia
$162M +$10.5M +225,622 +8%
Millennium Management
24
Millennium Management
New York
$160M +$129M +2,757,558 +666%
Legal & General Group
25
Legal & General Group
United Kingdom
$155M -$2.6M -55,665 -2%

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.