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Westlake Corp
WLK

219 hedge funds and large institutions have $2.09B invested in Westlake Corp in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

10% more funds holding

Funds holding: 199 → 219 (+20)

3% more capital invested

Capital invested by funds: $2.02B → $2.09B (+$68.8M)

4% less call options, than puts

Call options by funds: $18M | Put options by funds: $18.7M

3.83% less ownership

Funds ownership: 63.52% → 59.69% (-3.8%)

11% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 83

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
219
Holders Change
+20
Holders Change %
+10.05%
% of All Funds
7.1%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
43
Increased
74
Reduced
83
Closed
20
Calls
$18M
Puts
$18.7M
Net Calls
-$685K
Net Calls Change
-$77.9M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$45.6M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$23.7M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$22M
4
Axa
Axa
France
+$17M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$16.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$69.1M
2
RA
Royce & Associates
New York
-$51.9M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$42.2M
4
SCA
SAC Capital Advisors
Connecticut
-$28.8M
5
PMAM
Picton Mahoney Asset Management
Ontario, Canada
-$24.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$1.95M -$280K -5,488 -13%
Swiss National Bank
102
Swiss National Bank
Switzerland
$1.83M -$102K -2,000 -5%
GT
103
Glenmede Trust
Pennsylvania
$1.79M – – –
CS
104
Credit Suisse
Switzerland
$1.78M +$53.9K +1,056 +3%
KBC Group
105
KBC Group
Belgium
$1.75M +$319K +6,254 +23%
AL
106
AJO LP
Pennsylvania
$1.75M +$1.7M +33,400 New
Barclays
107
Barclays
United Kingdom
$1.69M -$235K -4,612 -12%
DIA
108
Dana Investment Advisors
Wisconsin
$1.62M +$109K +2,138 +7%
SAM
109
Symphony Asset Management
California
$1.61M -$225K -4,418 -13%
USGIU
110
U.S. Global Investors (USGI)
Texas
$1.57M +$714K +14,000 +88%
ARTA
111
A.R.T. Advisors
New York
$1.57M +$1.53M +29,994 New
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$1.57M -$118K -2,320 -7%
B
113
Bailard
California
$1.48M +$1.44M +28,268 New
EWM
114
Evercore Wealth Management
New York
$1.33M +$270K +5,300 +26%
GC
115
Globeflex Capital
California
$1.33M -$57.7K -1,132 -4%
CCMG
116
Clark Capital Management Group
Pennsylvania
$1.25M +$1.21M +23,800 New
NC
117
Northpointe Capital
Michigan
$1.23M +$621K +12,176 +108%
SM
118
Stratton Management
Pennsylvania
$1.22M +$66.3K +1,300 +6%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$1.2M -$22M -430,968 -95%
Wellington Management Group
120
Wellington Management Group
Massachusetts
$1.19M -$11.3M -221,010 -91%
ICM
121
ICC Capital Management
Florida
$1.13M -$16.9K -332 -2%
VRS
122
Virginia Retirement Systems
Virginia
$1.13M -$71.4K -1,400 -6%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$1.1M +$4.69K +92 +0.4%
GC
124
Guggenheim Capital
Illinois
$1.09M -$26.6K -522 -2%
UBS AM
125
UBS AM
Illinois
$1.09M – – –
3 4
5
6 7

WLK Hedge Fund Activity: Q3 2013 in Review

219 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Westlake Corp (WLK) for Q3 2013, worth a combined $2.09B — up 3.4% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new WLK positions and 20 closed out — a net gain of 23 holders — while 74 added to existing stakes and 83 trimmed.

The largest buyer was Prudential Financial, adding an estimated $45.6M. The largest seller was Fidelity Investments, cutting an estimated $69.1M.

  • 219 institutional investors held Westlake Corp (WLK) as of Q3 2013, up from 199 in Q2 2013.
  • Funds reported $2.09B of Westlake Corp stock for Q3 2013, up 3.4% quarter-over-quarter.
  • 43 funds opened new Westlake Corp positions in Q3 2013 and 20 closed out, a net change of +23 holders.
  • The largest Westlake Corp buyer in Q3 2013 was Prudential Financial, an estimated $45.6M added.
  • The largest Westlake Corp seller in Q3 2013 was Fidelity Investments, an estimated $69.1M sold.

Based on aggregated 13F filings for Q3 2013.