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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
RA
1
Royce & Associates
New York
$247M -$24.4M -434,400 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$172M +$1.75M +31,168 +1%
WBC
3
Westpac Banking Corp
Australia
$87.5M -$373K -6,648 -0.5%
SCA
4
SAC Capital Advisors
Connecticut
$85.7M +$36.8M +655,236 +87%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$85.6M -$36.3M -646,430 -32%
Federated Hermes
6
Federated Hermes
Pennsylvania
$78.4M -$14M -248,526 -16%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$73.6M +$28M +498,492 +70%
Prudential Financial
8
Prudential Financial
New Jersey
$68.5M +$12.5M +221,780 +25%
BIT
9
BlackRock Institutional Trust
California
$62M +$6.19M +110,216 +12%
NRECA
10
National Rural Electric Cooperative Association
Virginia
$52.6M -$1.12M -20,000 -2%
TCIM
11
TIAA CREF Investment Management
New York
$51.2M -$2.3M -40,888 -5%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$49.7M -$26.5M -470,964 -37%
Renaissance Technologies
13
Renaissance Technologies
New York
$46.2M +$4.04M +72,000 +11%
American Century Companies
14
American Century Companies
Missouri
$44.2M -$1.36M -24,160 -3%
AL
15
AJO LP
Pennsylvania
$42.5M +$37.2M +662,740 +1,984%
Citadel Advisors
16
Citadel Advisors
Florida
$39.5M -$12.5M -222,624 -26%
JIR
17
James Investment Research
Ohio
$39.1M +$13.7M +243,532 +61%
Norges Bank
18
Norges Bank
Norway
$37.9M -$10.9M -193,260 -24%
Goldman Sachs
19
Goldman Sachs
New York
$36.4M +$3.56M +63,304 +12%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$35.6M +$7.15M +127,312 +28%
EAM
21
Eagle Asset Management
Florida
$31.8M -$100K -1,784 -0.3%
SO
22
STRS Ohio
Ohio
$31.7M +$1.69M +30,000 +6%
State Street
23
State Street
Massachusetts
$28.9M -$19M -339,022 -42%
NFA
24
Nationwide Fund Advisors
Ohio
$27.1M +$24.8M +441,318 +15,886%
Two Sigma Investments
25
Two Sigma Investments
New York
$23.7M +$10.4M +184,436 +91%

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.