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Westlake Corp

270 hedge funds and large institutions have $3.27B invested in Westlake Corp in 2014 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

29% more capital invested

Capital invested by funds: $2.54B → $3.27B (+$729M)

10% more funds holding

Funds holding: 245270 (+25)

4% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $22.4M

1% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 92

0.45% more ownership

Funds ownership: 28.8%29.25% (+0.45%)

Holders
270
Holders Change
+25
Holders Change %
+10.2%
% of All Funds
7.76%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.2%
New
63
Increased
93
Reduced
92
Closed
38
Calls
$23.3M
Puts
$22.4M
Net Calls
+$860K
Net Calls Change
+$10M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$32.9M +$5.06M +67,600 +21%
CCI
27
Columbus Circle Investors
$32M +$1.75M +23,365 +7%
OAM
28
Origin Asset Management
United Kingdom
$30.3M -$768K -10,263 -3%
BFA
29
BlackRock Fund Advisors
California
$29.1M +$631K +8,426 +2%
O
30
OppenheimerFunds
New York
$29M -$127K -1,690 -0.5%
Axa
31
Axa
France
$28.7M -$389K -5,200 -1%
Northern Trust
32
Northern Trust
Illinois
$26.6M +$11M +147,174 +86%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$24.7M +$1.18M +15,789 +6%
AAMU
34
Amundi Asset Management US
Massachusetts
$24.2M +$11.9M +158,297 +121%
Principal Financial Group
35
Principal Financial Group
Iowa
$23.1M +$354K +4,728 +2%
SAM
36
Scopus Asset Management
New York
$22.9M +$8.71M +116,329 +74%
FIM
37
Foresters Investment Management
New York
$22.8M -$5.43M -72,530 -21%
FQ
38
First Quadrant
California
$22.5M
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$22.2M -$127K -1,700 -0.6%
Ameriprise
40
Ameriprise
Minnesota
$21.3M +$6.35M +84,875 +50%
IAM
41
Impala Asset Management
Florida
$19.7M -$3.1M -41,439 -15%
First Trust Advisors
42
First Trust Advisors
Illinois
$19.5M -$5.1M -68,175 -23%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$19.4M +$4.18M +55,888 +32%
BG
44
BlackRock Group
United Kingdom
$19.1M +$9.6M +128,192 +128%
Morgan Stanley
45
Morgan Stanley
New York
$18.1M -$14.4M -192,761 -47%
BIM
46
BRC Investment Management
Colorado
$16.4M -$2.35M -31,442 -14%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$15.8M +$1.55M +20,653 +12%
Invesco
48
Invesco
Georgia
$15.6M -$671K -8,967 -5%
VFM
49
Viking Fund Management
North Dakota
$15.2M
Two Sigma Investments
50
Two Sigma Investments
New York
$14.7M -$6.48M -86,533 -33%

WLK Hedge Fund Activity: Q2 2014 in Review

270 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Westlake Corp (WLK) for Q2 2014, worth a combined $3.27B — up 29% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new WLK positions and 38 closed out — a net gain of 25 holders — while 93 added to existing stakes and 92 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $171M. The largest seller was Royce & Associates, cutting an estimated $44.2M.

  • 270 institutional investors held Westlake Corp (WLK) as of Q2 2014, up from 245 in Q1 2014.
  • Funds reported $3.27B of Westlake Corp stock for Q2 2014, up 29% quarter-over-quarter.
  • 63 funds opened new Westlake Corp positions in Q2 2014 and 38 closed out, a net change of +25 holders.
  • The largest Westlake Corp buyer in Q2 2014 was Fidelity Investments, an estimated $171M added.
  • The largest Westlake Corp seller in Q2 2014 was Royce & Associates, an estimated $44.2M sold.

Based on aggregated 13F filings for Q2 2014.