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WRK

WestRock Company

Delisted

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

588 hedge funds and large institutions have $11.7B invested in WestRock Company in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 214 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $15.8M

11% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 61

3% more capital invested

Capital invested by funds: $11.4B → $11.7B (+$306M)

0% less funds holding

Funds holding: 589588 (-1)

9% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 214

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
588
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
8.49%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.27%
New
68
Increased
194
Reduced
214
Closed
61
Calls
$27.3M
Puts
$15.8M
Net Calls
+$11.5M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
326
Wealthfront Advisers
California
$593K -$18K -357 -3%
MFG
327
Merit Financial Group
Georgia
$582K -$118K -2,344 -17%
BCM
328
Bayesian Capital Management
New York
$578K +$580K +11,500 New
ASN
329
Advisory Services Network
Georgia
$563K -$36.5K -724 -6%
MC
330
Moors & Cabot
Massachusetts
$550K +$22.6K +447 +4%
Wellington Management Group
331
Wellington Management Group
Massachusetts
$542K -$2.76M -54,705 -84%
UCFA
332
United Capital Financial Advisors
Texas
$541K -$43.5K -862 -7%
CFG
333
Citizens Financial Group
Rhode Island
$531K +$9.29K +184 +2%
IC
334
IEQ Capital
California
$526K -$105K -2,087 -17%
RJT
335
Raymond James Trust
Florida
$525K +$29.2K +579 +6%
Thrivent Financial for Lutherans
336
Thrivent Financial for Lutherans
Minnesota
$524K -$209K -4,135 -28%
TC
337
TradeLink Capital
Illinois
$508K +$510K +10,100 New
SI
338
Sapience Investments
California
$508K -$97.3K -1,927 -16%
Public Sector Pension Investment Board (PSP Investments)
339
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$505K +$214K +4,240 +73%
FTDI
340
First Trust Direct Indexing
Massachusetts
$497K +$46.3K +918 +10%
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$493K -$13.7K -272 -3%
SPA
342
Sherbrooke Park Advisers
New York
$491K +$173K +3,421 +54%
KAS
343
Kestra Advisory Services
Texas
$487K +$67.8K +1,344 +16%
A
344
AlphaQuest
New York
$482K +$483K +9,578 +79,817%
VIM
345
Vinva Investment Management
Australia
$480K -$655K -12,970 -57%
MWM
346
Marion Wealth Management
Pennsylvania
$467K
RCM
347
Radnor Capital Management
Pennsylvania
$463K -$34.3K -680 -7%
TMAM
348
Tokio Marine Asset Management
Japan
$462K
IAA
349
Independent Advisor Alliance
North Carolina
$461K +$2.12K +42 +0.5%
IFG
350
Independent Financial Group
California
$453K +$455K +9,020 New

WRK Hedge Fund Activity: Q2 2024 in Review

588 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q2 2024, worth a combined $11.7B — up 2.7% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new WRK positions and 61 closed out — a net gain of 7 holders — while 194 added to existing stakes and 214 trimmed.

The largest buyer was HBK Investments, adding an estimated $265M. The largest seller was Greenhaven Associates, exiting entirely with an estimated $625M sold.

  • 588 institutional investors held WestRock Company (WRK) as of Q2 2024, down from 589 in Q1 2024.
  • Funds reported $11.7B of WestRock Company stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 68 funds opened new WestRock Company positions in Q2 2024 and 61 closed out, a net change of +7 holders.
  • The largest WestRock Company buyer in Q2 2024 was HBK Investments, an estimated $265M added.
  • The largest WestRock Company seller in Q2 2024 was Greenhaven Associates, an estimated $625M sold.

Based on aggregated 13F filings for Q2 2024.