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Westlake Corp

280 hedge funds and large institutions have $3.59B invested in Westlake Corp in 2014 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 94 increasing their positions, 93 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $3.3B → $3.59B (+$282M)

1% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 93

0.68% more ownership

Funds ownership: 28.58%29.27% (+0.68%)

3% less call options, than puts

Call options by funds: $9.07M | Put options by funds: $9.35M

5% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 60

2% less funds holding

Funds holding: 286280 (-6)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
280
Holders Change
-6
Holders Change %
-2.1%
% of All Funds
7.47%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
57
Increased
94
Reduced
93
Closed
60
Calls
$9.07M
Puts
$9.35M
Net Calls
-$277K
Net Calls Change
-$903K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$1.21B +$1.35M +19,867 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$167M -$23.1M -339,011 -11%
Select Equity Group
3
Select Equity Group
New York
$164M +$66.1M +970,525 +56%
RA
4
Royce & Associates
New York
$127M +$6.12M +89,970 +5%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$102M +$45.2M +664,269 +66%
GTP
6
Global Thematic Partners
New York
$88.6M +$98.7M +1,450,231 New
Prudential Financial
7
Prudential Financial
New Jersey
$81.7M +$46.4M +680,960 +104%
BIT
8
BlackRock Institutional Trust
California
$63.9M -$1.16M -17,051 -2%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$59.3M +$65.1M +955,700 +6,591%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$57M -$11.7M -172,379 -16%
JIR
11
James Investment Research
Ohio
$55.5M +$3.55M +52,137 +6%
Citadel Advisors
12
Citadel Advisors
Florida
$53.6M +$50.7M +745,300 +563%
NRECA
13
National Rural Electric Cooperative Association
Virginia
$52.6M
Federated Hermes
14
Federated Hermes
Pennsylvania
$50.2M -$17M -250,020 -23%
Renaissance Technologies
15
Renaissance Technologies
New York
$48.4M +$1.72M +25,200 +3%
State Street
16
State Street
Massachusetts
$46.2M -$1.46M -21,474 -3%
TCIM
17
TIAA CREF Investment Management
New York
$42.7M +$1.63M +23,996 +4%
HCM
18
Highbridge Capital Management
New York
$41.3M +$46M +676,027 New
JP Morgan Chase
19
JP Morgan Chase
New York
$41.1M +$45.1M +663,094 +7,388%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$40.1M +$31.1M +456,450 +228%
JIM
21
Jupiter Investment Management
United Kingdom
$38.6M +$41.3M +606,891 +2,495%
WBC
22
Westpac Banking Corp
Australia
$38M -$41.8M -614,473 -50%
Ameriprise
23
Ameriprise
Minnesota
$37.7M +$25.7M +378,143 +158%
Millennium Management
24
Millennium Management
New York
$31.9M +$27.2M +399,598 +327%
Axa
25
Axa
France
$30.9M +$13M +190,700 +61%

WLK Hedge Fund Activity: Q4 2014 in Review

280 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Westlake Corp (WLK) for Q4 2014, worth a combined $3.59B — up 8.5% from $3.3B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of WLK and 57 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 94 added.

The largest buyer was Global Thematic Partners, opening a new position worth an estimated $98.7M. The largest seller was Fidelity Investments, cutting an estimated $298M.

  • 280 institutional investors held Westlake Corp (WLK) as of Q4 2014, down from 286 in Q3 2014.
  • Funds reported $3.59B of Westlake Corp stock for Q4 2014, up 8.5% quarter-over-quarter.
  • 57 funds opened new Westlake Corp positions in Q4 2014 and 60 closed out, a net change of -3 holders.
  • The largest Westlake Corp buyer in Q4 2014 was Global Thematic Partners, an estimated $98.7M added.
  • The largest Westlake Corp seller in Q4 2014 was Fidelity Investments, an estimated $298M sold.

Based on aggregated 13F filings for Q4 2014.