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Westlake Corp

282 hedge funds and large institutions have $4.18B invested in Westlake Corp in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

113% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 38

96% more call options, than puts

Call options by funds: $38.7M | Put options by funds: $19.7M

25% more capital invested

Capital invested by funds: $3.34B → $4.18B (+$835M)

17% more funds holding

Funds holding: 241282 (+41)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.8% less ownership

Funds ownership: 31.15%30.36% (-0.8%)

Holders
282
Holders Change
+41
Holders Change %
+17.01%
% of All Funds
6.4%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
81
Increased
86
Reduced
84
Closed
38
Calls
$38.7M
Puts
$19.7M
Net Calls
+$18.9M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$621M +$270M +2,912,583 +100%
Vanguard Group
2
Vanguard Group
Pennsylvania
$510M +$42.5M +458,889 +11%
BlackRock
3
BlackRock
New York
$166M +$10M +108,434 +7%
Goldman Sachs
4
Goldman Sachs
New York
$157M +$5.31M +57,330 +4%
AQR Capital Management
5
AQR Capital Management
Connecticut
$147M +$10.1M +109,380 +9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$121M -$2.4M -25,915 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$114M +$12.9M +139,565 +15%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$108M -$7.65M -82,540 -8%
HA
9
Homestead Advisers
Virginia
$86.4M
Millennium Management
10
Millennium Management
New York
$77.5M -$57M -615,365 -46%
JP Morgan Chase
11
JP Morgan Chase
New York
$70.7M +$6.61M +71,307 +12%
Ameriprise
12
Ameriprise
Minnesota
$69.8M -$4.92M -53,149 -8%
Norges Bank
13
Norges Bank
Norway
$65.1M -$37.1M -400,000 -40%
ABC
14
Anchor Bolt Capital
Illinois
$64M -$7.92M -85,479 -12%
RA
15
Royce & Associates
New York
$61.1M -$16.2M -175,251 -23%
State Street
16
State Street
Massachusetts
$58.9M -$1.08M -11,614 -2%
Citigroup
17
Citigroup
New York
$58M -$55.6M -600,535 -52%
TCIM
18
TIAA CREF Investment Management
New York
$58M +$3.85M +41,561 +8%
Federated Hermes
19
Federated Hermes
Pennsylvania
$53.7M -$2.83M -30,522 -6%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$52.6M +$18M +193,756 +65%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$50M -$35.6M -383,819 -45%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$44.1M +$9.08M +98,048 +31%
RCAMU
23
Rothschild & Co Asset Management US
Connecticut
$43.7M +$38M +410,082 New
Prudential Financial
24
Prudential Financial
New Jersey
$41.6M +$30.6M +330,200 +548%
Charles Schwab
25
Charles Schwab
California
$39.7M +$16.9M +182,734 +95%

WLK Hedge Fund Activity: Q4 2017 in Review

282 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Westlake Corp (WLK) for Q4 2017, worth a combined $4.18B — up 25% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new WLK positions and 38 closed out — a net gain of 43 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $270M. The largest seller was Soroban Capital Partners, exiting entirely with an estimated $116M sold.

  • 282 institutional investors held Westlake Corp (WLK) as of Q4 2017, up from 241 in Q3 2017.
  • Funds reported $4.18B of Westlake Corp stock for Q4 2017, up 25% quarter-over-quarter.
  • 81 funds opened new Westlake Corp positions in Q4 2017 and 38 closed out, a net change of +43 holders.
  • The largest Westlake Corp buyer in Q4 2017 was Fidelity Investments, an estimated $270M added.
  • The largest Westlake Corp seller in Q4 2017 was Soroban Capital Partners, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2017.