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WRK

WestRock Company

Delisted

WRK was delisted on the 5th of July, 2024.

537 hedge funds and large institutions have $12.8B invested in WestRock Company in 2017 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 206 increasing their positions, 182 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 28

49% more call options, than puts

Call options by funds: $32M | Put options by funds: $21.4M

13% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 182

7% more funds holding

Funds holding: 504537 (+33)

1% more capital invested

Capital invested by funds: $12.7B → $12.8B (+$97.1M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
537
Holders Change
+33
Holders Change %
+6.55%
% of All Funds
13.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
69
Increased
206
Reduced
182
Closed
28
Calls
$32M
Puts
$21.4M
Net Calls
+$10.6M
Net Calls Change
-$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
OMCS
326
Old Mutual Customised Solutions
South Africa
$687K
CA
327
Cetera Advisors
Colorado
$669K -$8.56K -150 -1%
FIM
328
Freedom Investment Management
Connecticut
$669K +$60.4K +1,058 +10%
Neuberger Berman Group
329
Neuberger Berman Group
New York
$666K -$43.8K -768 -6%
GT
330
Glenmede Trust
Pennsylvania
$664K +$2.91K +51 +0.4%
QCMC
331
Quantum Capital Management (California)
California
$662K -$1.03K -18 -0.2%
FCBT
332
First Citizens Bank & Trust
North Carolina
$662K +$12.3K +216 +2%
LWAC
333
Laurel Wealth Advisors (California)
California
$655K -$40K -700 -6%
CBB
334
Citizens Business Bank
California
$644K
WPA
335
West Paces Advisors
Georgia
$636K -$214K -3,750 -25%
FA
336
FDx Advisors
Illinois
$635K -$23.7K -416 -4%
Connor, Clark & Lunn Investment Management (CC&L)
337
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$631K +$635K +11,125 New
OI
338
Oakbrook Investments
Illinois
$628K -$17.1K -300 -3%
Jacobs Levy Equity Management
339
Jacobs Levy Equity Management
New Jersey
$624K +$628K +11,000 New
Nordea Investment Management
340
Nordea Investment Management
Sweden
$623K +$20.7K +362 +3%
DP
341
Dearborn Partners
Illinois
$619K
LJAC
342
L.J. Altfest & Co
New York
$619K +$623K +10,920 New
WIS
343
Wright Investors Service
Connecticut
$617K +$101K +1,764 +19%
SAM
344
Shell Asset Management
Netherlands
$611K -$332K -5,814 -35%
FMBTD
345
First Midwest Bank Trust Division
Illinois
$594K -$21.1K -370 -3%
RJT
346
Raymond James Trust
Florida
$592K -$15.4K -270 -3%
BA
347
Bridgewater Associates
Connecticut
$590K +$593K +10,396 New
HFS
348
HL Financial Services
Kentucky
$586K -$7.76K -136 -1%
LMGAM
349
Liberty Mutual Group Asset Management
Massachusetts
$584K -$437K -7,646 -43%
RC
350
RegentAtlantic Capital
New Jersey
$584K -$29.4K -515 -5%

WRK Hedge Fund Activity: Q3 2017 in Review

537 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q3 2017, worth a combined $12.8B — up 0.76% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new WRK positions and 28 closed out — a net gain of 41 holders — while 206 added to existing stakes and 182 trimmed.

The largest buyer was Millennium Management, adding an estimated $87.8M. The largest seller was Fidelity Investments, cutting an estimated $112M.

  • 537 institutional investors held WestRock Company (WRK) as of Q3 2017, up from 504 in Q2 2017.
  • Funds reported $12.8B of WestRock Company stock for Q3 2017, up 0.76% quarter-over-quarter.
  • 69 funds opened new WestRock Company positions in Q3 2017 and 28 closed out, a net change of +41 holders.
  • The largest WestRock Company buyer in Q3 2017 was Millennium Management, an estimated $87.8M added.
  • The largest WestRock Company seller in Q3 2017 was Fidelity Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2017.