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Westlake Corp

249 hedge funds and large institutions have $2.64B invested in Westlake Corp in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 72 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

23% more call options, than puts

Call options by funds: $30.6M | Put options by funds: $24.8M

1% more funds holding

Funds holding: 246249 (+3)

2% more capital invested

Capital invested by funds: $2.6B → $2.64B (+$46.6M)

1.43% less ownership

Funds ownership: 30.91%29.49% (-1.4%)

23% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 94

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
249
Holders Change
+3
Holders Change %
+1.22%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
72
Reduced
94
Closed
29
Calls
$30.6M
Puts
$24.8M
Net Calls
+$5.71M
Net Calls Change
-$977K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$334M +$3.82M +56,825 +1%
Victory Capital Management
2
Victory Capital Management
Texas
$239M +$56.1M +834,793 +32%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$239M +$50.3M +748,861 +28%
AllianceBernstein
4
AllianceBernstein
Tennessee
$212M +$12.6M +187,428 +7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$191M -$158M -2,349,227 -46%
MC
6
Maverick Capital
Texas
$162M -$63.8M -949,709 -29%
BlackRock
7
BlackRock
New York
$141M +$3.59M +53,448 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$109M +$4.44M +66,130 +4%
Adage Capital Partners
9
Adage Capital Partners
Massachusetts
$67.4M -$19.7M -293,533 -23%
State Street
10
State Street
Massachusetts
$64.4M -$807K -12,015 -1%
Millennium Management
11
Millennium Management
New York
$62.6M +$32.1M +477,437 +115%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$51.8M +$170K +2,532 +0.3%
UBS AM
13
UBS AM
Illinois
$45.5M -$7.49M -111,477 -15%
FPCG
14
Fort Pitt Capital Group
Pennsylvania
$41M -$2.19M -32,541 -5%
Norges Bank
15
Norges Bank
Norway
$34.2M
N
16
Nuveen
North Carolina
$29.5M +$1.18M +17,520 +4%
Invesco
17
Invesco
Georgia
$28M -$8.38M -124,770 -24%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$26.6M +$1.03M +15,397 +4%
Prudential Financial
19
Prudential Financial
New Jersey
$26M +$18.1M +268,924 +265%
TSW
20
Thompson Siegel & Walmsley
Virginia
$25.5M -$17.5M -260,514 -42%
Wells Fargo
21
Wells Fargo
California
$22.6M -$234K -3,484 -1%
Deutsche Bank
22
Deutsche Bank
Germany
$22.5M -$6.93M -103,157 -24%
RR
23
Robotti Robert
$20.2M -$54.5K -811 -0.3%
Charles Schwab
24
Charles Schwab
California
$20.1M +$720K +10,716 +4%
Northern Trust
25
Northern Trust
Illinois
$19.7M +$1.54M +22,861 +9%

WLK Hedge Fund Activity: Q4 2019 in Review

249 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Westlake Corp (WLK) for Q4 2019, worth a combined $2.64B — up 1.8% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WLK positions and 29 closed out — a net gain of 10 holders — while 72 added to existing stakes and 94 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $56.1M. The largest seller was Fidelity Investments, cutting an estimated $158M.

  • 249 institutional investors held Westlake Corp (WLK) as of Q4 2019, up from 246 in Q3 2019.
  • Funds reported $2.64B of Westlake Corp stock for Q4 2019, up 1.8% quarter-over-quarter.
  • 39 funds opened new Westlake Corp positions in Q4 2019 and 29 closed out, a net change of +10 holders.
  • The largest Westlake Corp buyer in Q4 2019 was Victory Capital Management, an estimated $56.1M added.
  • The largest Westlake Corp seller in Q4 2019 was Fidelity Investments, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2019.