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WRK

WestRock Company

Delisted

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

603 hedge funds and large institutions have $14.6B invested in WestRock Company in 2018 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 196 increasing their positions, 224 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $33M | Put options by funds: $16.8M

78% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 54

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more funds holding

Funds holding: 567603 (+36)

2% more capital invested

Capital invested by funds: $14.3B → $14.6B (+$282M)

13% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 224

Holders
603
Holders Change
+36
Holders Change %
+6.35%
% of All Funds
13.82%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
96
Increased
196
Reduced
224
Closed
54
Calls
$33M
Puts
$16.8M
Net Calls
+$16.2M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AMI
351
Amica Mutual Insurance
Rhode Island
$795K
MMG
352
Monetary Management Group
Missouri
$778K -$52.8K -800 -6%
FIM
353
Freedom Investment Management
Connecticut
$759K +$199K +3,014 +34%
CA
354
Cetera Advisors
Colorado
$757K +$780K +11,805 New
GT
355
Glenmede Trust
Pennsylvania
$735K
CBB
356
Citizens Business Bank
California
$728K
RJT
357
Raymond James Trust
Florida
$728K +$30.5K +461 +4%
LJAC
358
L.J. Altfest & Co
New York
$710K +$14K +212 +2%
ODCM
359
Old Dominion Capital Management
Virginia
$707K +$63.1K +955 +9%
DP
360
Dearborn Partners
Illinois
$693K -$925 -14 -0.1%
SPC
361
Sigma Planning Corp
Michigan
$691K +$711K +10,771 New
UR
362
USCA RIA
Texas
$689K
OI
363
Oakbrook Investments
Illinois
$680K +$27.7K +420 +4%
WPA
364
West Paces Advisors
Georgia
$678K -$40.2K -608 -5%
QCMC
365
Quantum Capital Management (California)
California
$675K -$48.9K -740 -7%
MWAC
366
Mariner Wealth Advisors (Cincinnati)
Ohio
$675K +$10.9K +165 +2%
HFS
367
HL Financial Services
Kentucky
$659K -$20.1K -305 -3%
PCM
368
Prelude Capital Management
New York
$652K -$1.26M -19,090 -65%
LMGAM
369
Liberty Mutual Group Asset Management
Massachusetts
$650K
BCM
370
BlueCrest Capital Management
Jersey
$649K -$2.52M -38,091 -79%
SRAM
371
Stone Ridge Asset Management
New York
$647K
DILIC
372
Dai-ichi Life Insurance Company
Japan
$646K
CIBC World Market
373
CIBC World Market
Ontario, Canada
$644K +$662K +10,029 New
SXL
374
Summit X LLC
Missouri
$633K +$653K +9,890 New
VCM
375
Virtue Capital Management
Tennessee
$631K -$69.1K -1,046 -10%

WRK Hedge Fund Activity: Q1 2018 in Review

603 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q1 2018, worth a combined $14.6B — up 2% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new WRK positions and 54 closed out — a net gain of 42 holders — while 196 added to existing stakes and 224 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $114M. The largest seller was Franklin Resources, cutting an estimated $118M.

  • 603 institutional investors held WestRock Company (WRK) as of Q1 2018, up from 567 in Q4 2017.
  • Funds reported $14.6B of WestRock Company stock for Q1 2018, up 2% quarter-over-quarter.
  • 96 funds opened new WestRock Company positions in Q1 2018 and 54 closed out, a net change of +42 holders.
  • The largest WestRock Company buyer in Q1 2018 was Royal Bank of Canada, an estimated $114M added.
  • The largest WestRock Company seller in Q1 2018 was Franklin Resources, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2018.