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Westlake Corp

219 hedge funds and large institutions have $1.95B invested in Westlake Corp in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 45 increasing their positions, 95 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $1.51B → $1.95B (+$445M)

13% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $12.9M

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

1% more funds holding

Funds holding: 217219 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.29% less ownership

Funds ownership: 30.93%28.64% (-2.3%)

53% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 95

Holders
219
Holders Change
+2
Holders Change %
+0.92%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
45
Reduced
95
Closed
39
Calls
$14.6M
Puts
$12.9M
Net Calls
+$1.66M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$233M +$3.37M +73,163 +2%
Victory Capital Management
2
Victory Capital Management
Texas
$210M -$164M -3,560,096 -48%
Vanguard Group
3
Vanguard Group
Pennsylvania
$210M -$44.5M -966,050 -20%
Capital World Investors
4
Capital World Investors
California
$165M +$141M +3,070,228 New
AllianceBernstein
5
AllianceBernstein
Tennessee
$144M -$3.88M -84,207 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$122M +$16.3M +354,057 +18%
BlackRock
7
BlackRock
New York
$86.1M -$15.7M -340,003 -17%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$80.9M -$17.6M -381,427 -20%
Goldman Sachs
9
Goldman Sachs
New York
$48.6M +$23.2M +503,613 +125%
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$45.3M -$16.9M -367,200 -30%
Wells Fargo
11
Wells Fargo
California
$38.7M -$5.49M -119,259 -14%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$33.3M -$3.79M -82,257 -12%
FPCG
13
Fort Pitt Capital Group
Pennsylvania
$32M +$51.5K +1,118 +0.2%
Millennium Management
14
Millennium Management
New York
$31.8M -$2.99M -64,986 -10%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$29.6M +$22.7M +493,306 +853%
UBS AM
16
UBS AM
Illinois
$28.9M -$4.46M -96,935 -15%
State Street
17
State Street
Massachusetts
$26.3M -$19.4M -422,409 -46%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$20.8M -$526K -11,431 -3%
Norges Bank
19
Norges Bank
Norway
$18.9M -$6.26M -135,990 -28%
Citadel Advisors
20
Citadel Advisors
Florida
$17.8M +$5.26M +114,181 +53%
Charles Schwab
21
Charles Schwab
California
$16.4M -$804K -17,476 -5%
JP Morgan Chase
22
JP Morgan Chase
New York
$15M +$1.53M +33,146 +13%
Franklin Resources
23
Franklin Resources
California
$14.9M -$2.72M -59,013 -18%
RR
24
Robotti Robert
$14.8M -$1.23M -26,758 -9%
Deutsche Bank
25
Deutsche Bank
Germany
$14.4M -$6.69M -145,252 -35%

WLK Hedge Fund Activity: Q2 2020 in Review

219 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Westlake Corp (WLK) for Q2 2020, worth a combined $1.95B — up 29% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new WLK positions and 39 closed out — a net gain of 3 holders — while 45 added to existing stakes and 95 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $141M. The largest seller was Victory Capital Management, cutting an estimated $164M.

  • 219 institutional investors held Westlake Corp (WLK) as of Q2 2020, up from 217 in Q1 2020.
  • Funds reported $1.95B of Westlake Corp stock for Q2 2020, up 29% quarter-over-quarter.
  • 42 funds opened new Westlake Corp positions in Q2 2020 and 39 closed out, a net change of +3 holders.
  • The largest Westlake Corp buyer in Q2 2020 was Capital World Investors, an estimated $141M added.
  • The largest Westlake Corp seller in Q2 2020 was Victory Capital Management, an estimated $164M sold.

Based on aggregated 13F filings for Q2 2020.