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Westlake Corp

270 hedge funds and large institutions have $3.14B invested in Westlake Corp in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 84 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 84

4% more capital invested

Capital invested by funds: $3.02B → $3.14B (+$124M)

0.76% more ownership

Funds ownership: 26.17%26.93% (+0.76%)

5% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 41

2% less funds holding

Funds holding: 275270 (-5)

66% less call options, than puts

Call options by funds: $9.37M | Put options by funds: $27.7M

Holders
270
Holders Change
-5
Holders Change %
-1.82%
% of All Funds
4.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
39
Increased
104
Reduced
84
Closed
41
Calls
$9.37M
Puts
$27.7M
Net Calls
-$18.4M
Net Calls Change
-$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$384M +$97.9M +1,143,618 +37%
Vanguard Group
2
Vanguard Group
Pennsylvania
$358M -$6.35M -74,191 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$211M +$2.7M +31,476 +1%
BlackRock
4
BlackRock
New York
$151M -$2.44M -28,494 -2%
Millennium Management
5
Millennium Management
New York
$118M +$52.5M +612,509 +90%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$113M -$68.9M -804,893 -39%
Goldman Sachs
7
Goldman Sachs
New York
$91.1M -$11.3M -131,755 -12%
Assenagon Asset Management
8
Assenagon Asset Management
Luxembourg
$68.5M +$60.8M +710,044 +1,707%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$67.9M -$112M -1,307,639 -64%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$59.8M +$7.84M +91,534 +16%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$58.5M +$8.64M +100,834 +19%
FPCG
12
Fort Pitt Capital Group
Pennsylvania
$56.6M +$1.19M +13,901 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$55.4M +$11.4M +133,585 +28%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$52M +$24.5M +286,004 +100%
Prudential Financial
15
Prudential Financial
New Jersey
$51.6M +$9.05M +105,648 +23%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$51.2M +$45.6M +532,193 +1,833%
Morgan Stanley
17
Morgan Stanley
New York
$48.1M -$3.04M -35,521 -6%
State Street
18
State Street
Massachusetts
$47.2M -$92.7K -1,082 -0.2%
Wells Fargo
19
Wells Fargo
California
$47.1M +$4.35M +50,806 +11%
AQR Capital Management
20
AQR Capital Management
Connecticut
$44.7M +$23.8M +278,290 +131%
JP Morgan Chase
21
JP Morgan Chase
New York
$43.9M +$35.2M +411,237 +584%
PWAG
22
Polaris Wealth Advisory Group
California
$41.8M +$36.2M +422,174 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$36.4M -$746K -8,710 -2%
Federated Hermes
24
Federated Hermes
Pennsylvania
$35.9M +$33.3M +389,057 +7,468%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$35.3M +$25.7M +300,070 +345%

WLK Hedge Fund Activity: Q3 2021 in Review

270 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Westlake Corp (WLK) for Q3 2021, worth a combined $3.14B — up 4.1% from $3.02B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of WLK and 39 opened new positions — a net loss of 2 holders — while 84 trimmed existing stakes and 104 added.

The largest buyer was Victory Capital Management, adding an estimated $97.9M. The largest seller was Capital World Investors, exiting entirely with an estimated $235M sold.

  • 270 institutional investors held Westlake Corp (WLK) as of Q3 2021, down from 275 in Q2 2021.
  • Funds reported $3.14B of Westlake Corp stock for Q3 2021, up 4.1% quarter-over-quarter.
  • 39 funds opened new Westlake Corp positions in Q3 2021 and 41 closed out, a net change of -2 holders.
  • The largest Westlake Corp buyer in Q3 2021 was Victory Capital Management, an estimated $97.9M added.
  • The largest Westlake Corp seller in Q3 2021 was Capital World Investors, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2021.