We are live on ! Find out more
WLK icon

Westlake Corp

282 hedge funds and large institutions have $4.18B invested in Westlake Corp in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

113% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 38

96% more call options, than puts

Call options by funds: $38.7M | Put options by funds: $19.7M

25% more capital invested

Capital invested by funds: $3.34B → $4.18B (+$835M)

17% more funds holding

Funds holding: 241282 (+41)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.8% less ownership

Funds ownership: 31.15%30.36% (-0.8%)

Holders
282
Holders Change
+41
Holders Change %
+17.01%
% of All Funds
6.4%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
81
Increased
86
Reduced
84
Closed
38
Calls
$38.7M
Puts
$19.7M
Net Calls
+$18.9M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
226
BB&T Securities
Virginia
$200K +$175K +1,885 New
APA
227
American Portfolios Advisors
New York
$200K +$174K +1,874 New
FIM
228
Foresters Investment Management
New York
$198K +$16.6K +179 +11%
MLICM
229
Metropolitan Life Insurance Company (MetLife)
New York
$196K -$2.96K -32 -2%
RCG
230
Ruggie Capital Group
Florida
$171K -$3.33K -36 -2%
MF
231
MHI Funds
New York
$163K +$142K +1,529 New
CG
232
Cutler Group
California
$162K -$120K -1,294 -46%
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$160K +$138K +1,490 +16,556%
AG
234
Advisor Group
Arizona
$159K +$79.6K +859 +134%
PAM
235
Panagora Asset Management
Massachusetts
$157K -$67.1K -724 -33%
Public Employees Retirement Association of Colorado
236
Public Employees Retirement Association of Colorado
Colorado
$143K +$20.9K +226 +20%
AWM
237
Avior Wealth Management
Nebraska
$135K +$117K +1,263 New
EMG
238
ETF Managers Group
New Jersey
$102K +$12.2K +132 +17%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$91K -$18.3K -197 -19%
AIG
240
American International Group
New York
$85K +$73.6K +794 New
ST
241
Smithfield Trust
Pennsylvania
$80K
SWP
242
Stratos Wealth Partners
Ohio
$65K +$56.2K +607 New
US Bancorp
243
US Bancorp
Minnesota
$62K +$5.19K +56 +10%
IWP
244
Icon Wealth Partners
Texas
$59K +$51K +550 New
EWM
245
Evercore Wealth Management
New York
$55K
Envestnet Asset Management
246
Envestnet Asset Management
Illinois
$50K -$278 -3 -0.6%
FPFS
247
First Personal Financial Services
North Carolina
$50K
FHA
248
First Horizon Advisors
Tennessee
$47K
1832 Asset Management
249
1832 Asset Management
Ontario, Canada
$45K -$51.9K -560 -57%
IA
250
IFP Advisors
Florida
$44K -$9.63K -104 -20%

WLK Hedge Fund Activity: Q4 2017 in Review

282 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Westlake Corp (WLK) for Q4 2017, worth a combined $4.18B — up 25% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new WLK positions and 38 closed out — a net gain of 43 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $270M. The largest seller was Soroban Capital Partners, exiting entirely with an estimated $116M sold.

  • 282 institutional investors held Westlake Corp (WLK) as of Q4 2017, up from 241 in Q3 2017.
  • Funds reported $4.18B of Westlake Corp stock for Q4 2017, up 25% quarter-over-quarter.
  • 81 funds opened new Westlake Corp positions in Q4 2017 and 38 closed out, a net change of +43 holders.
  • The largest Westlake Corp buyer in Q4 2017 was Fidelity Investments, an estimated $270M added.
  • The largest Westlake Corp seller in Q4 2017 was Soroban Capital Partners, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2017.