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Westlake Corp

231 hedge funds and large institutions have $2.38B invested in Westlake Corp in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

14% more capital invested

Capital invested by funds: $2.09B → $2.38B (+$296M)

5% more funds holding

Funds holding: 219231 (+12)

5% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 82

10% less call options, than puts

Call options by funds: $6.85M | Put options by funds: $7.6M

1.34% less ownership

Funds ownership: 59.69%58.34% (-1.3%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
231
Holders Change
+12
Holders Change %
+5.48%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
43
Increased
86
Reduced
82
Closed
29
Calls
$6.85M
Puts
$7.6M
Net Calls
-$754K
Net Calls Change
-$69K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$842K +$112K +2,000 +17%
CIBC World Market
152
CIBC World Market
Ontario, Canada
$828K +$762K +13,558 New
BJ
153
BlackRock Japan
Japan
$781K +$91.3K +1,626 +15%
AAM
154
Azzad Asset Management
Virginia
$761K +$105K +1,874 +18%
HI
155
HBK Investments
Texas
$741K +$682K +12,136 New
NCCM
156
Nine Chapters Capital Management
New Jersey
$732K +$674K +12,000 New
CG
157
Clinton Group
New York
$731K +$673K +11,974 New
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$688K -$1.47M -26,114 -70%
QIM
159
Quantitative Investment Management
Virginia
$683K +$629K +11,200 New
AIP
160
Ameritas Investment Partners
Nebraska
$671K +$618K +11,000 New
MAM
161
Martingale Asset Management
Massachusetts
$639K +$588K +10,466 New
PCM
162
Penn Capital Management
Pennsylvania
$633K +$582K +10,370 New
CRCP
163
Copper Rock Capital Partners
Massachusetts
$624K +$63.7K +1,134 +12%
AWCI
164
Alpine Woods Capital Investors
New York
$623K +$348K +6,200 +155%
SCM
165
Stevens Capital Management
Pennsylvania
$598K -$1.72M -30,570 -76%
SB
166
Suntrust Banks
Georgia
$576K +$42.9K +764 +9%
AA
167
ALPS Advisors
Colorado
$560K +$253K +4,496 +95%
HK
168
Horizon Kinetics
New York
$550K +$143K +2,546 +39%
PCM
169
Prelude Capital Management
New York
$539K +$496K +8,824 New
AG
170
Algert Global
California
$536K +$493K +8,780 New
TC
171
TFS Capital
Pennsylvania
$525K +$483K +8,596 New
WC
172
Walthausen & Co
New York
$443K
T. Rowe Price Associates
173
T. Rowe Price Associates
Maryland
$442K -$22.5K -400 -5%
URS
174
Utah Retirement Systems
Utah
$439K
EMG
175
Ellington Management Group
Connecticut
$427K +$393K +7,000 New

WLK Hedge Fund Activity: Q4 2013 in Review

231 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Westlake Corp (WLK) for Q4 2013, worth a combined $2.38B — up 14% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new WLK positions and 29 closed out — a net gain of 14 holders — while 86 added to existing stakes and 82 trimmed.

The largest buyer was AJO LP, adding an estimated $37.2M. The largest seller was Vollero Beach Capital Partners, cutting an estimated $46.9M.

  • 231 institutional investors held Westlake Corp (WLK) as of Q4 2013, up from 219 in Q3 2013.
  • Funds reported $2.38B of Westlake Corp stock for Q4 2013, up 14% quarter-over-quarter.
  • 43 funds opened new Westlake Corp positions in Q4 2013 and 29 closed out, a net change of +14 holders.
  • The largest Westlake Corp buyer in Q4 2013 was AJO LP, an estimated $37.2M added.
  • The largest Westlake Corp seller in Q4 2013 was Vollero Beach Capital Partners, an estimated $46.9M sold.

Based on aggregated 13F filings for Q4 2013.