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Westlake Corp

217 hedge funds and large institutions have $2.77B invested in Westlake Corp in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $2.62B → $2.77B (+$149M)

1.66% more ownership

Funds ownership: 30.79%32.44% (+1.7%)

8% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $11.3M

2% less funds holding

Funds holding: 221217 (-4)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

11% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 79

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
27
Increased
70
Reduced
79
Closed
30
Calls
$10.3M
Puts
$11.3M
Net Calls
-$940K
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
101
BOK Financial
Oklahoma
$2.21M +$10K +158 +0.5%
BPM
102
Bowling Portfolio Management
Ohio
$2.05M -$4.06K -64 -0.2%
Los Angeles Capital Management
103
Los Angeles Capital Management
California
$1.81M -$411K -6,470 -19%
HSA
104
Hussman Strategic Advisors
Maryland
$1.66M +$1.59M +25,000 New
Aviva
105
Aviva
United Kingdom
$1.57M -$55.9K -880 -4%
Russell Investments Group
106
Russell Investments Group
United Kingdom
$1.57M +$482K +7,593 +47%
FMII
107
Farmers & Merchants Investments Inc
Nebraska
$1.52M
DIA
108
Denver Investment Advisors
Colorado
$1.49M -$11.6K -183 -0.8%
PCMI
109
Paradigm Capital Management Inc
New York
$1.48M
MWNA
110
Marshall Wace North America
New York
$1.45M -$8.07M -127,173 -85%
SCM
111
Sterling Capital Management
North Carolina
$1.35M
EF
112
Empirical Finance
Pennsylvania
$1.3M
Squarepoint
113
Squarepoint
New York
$1.27M -$355K -5,597 -23%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.21M -$74.7K -1,176 -6%
UBS AM
115
UBS AM
Illinois
$1.21M +$305K +4,798 +36%
FQ
116
First Quadrant
California
$1.2M
BNP Paribas Asset Management
117
BNP Paribas Asset Management
France
$1.18M -$39.9K -629 -3%
ZIM
118
Zacks Investment Management
Illinois
$1.17M +$1.12M +17,693 New
KeyBank National Association
119
KeyBank National Association
Ohio
$1.15M +$36.8K +580 +3%
PWAG
120
Polaris Wealth Advisory Group
California
$1.14M +$98.7K +1,554 +10%
AG
121
Aperio Group
California
$1.11M +$393K +6,186 +58%
HWA
122
HCR Wealth Advisors
California
$1.11M +$224K +3,526 +27%
Allianz Asset Management
123
Allianz Asset Management
Germany
$1.07M -$244K -3,840 -19%
T. Rowe Price Associates
124
T. Rowe Price Associates
Maryland
$1.06M -$889 -14 -0.1%
BFS
125
Bradley Foster & Sargent
Connecticut
$1.03M -$707K -11,141 -42%

WLK Hedge Fund Activity: Q2 2017 in Review

217 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Westlake Corp (WLK) for Q2 2017, worth a combined $2.77B — up 5.7% from $2.62B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of WLK and 27 opened new positions — a net loss of 3 holders — while 79 trimmed existing stakes and 70 added.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $86.7M. The largest seller was Millennium Management, cutting an estimated $24.1M.

  • 217 institutional investors held Westlake Corp (WLK) as of Q2 2017, down from 221 in Q1 2017.
  • Funds reported $2.77B of Westlake Corp stock for Q2 2017, up 5.7% quarter-over-quarter.
  • 27 funds opened new Westlake Corp positions in Q2 2017 and 30 closed out, a net change of -3 holders.
  • The largest Westlake Corp buyer in Q2 2017 was Janus Henderson Group, an estimated $86.7M added.
  • The largest Westlake Corp seller in Q2 2017 was Millennium Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2017.