We are live on ! Find out more
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
SAM
26
Southernsun Asset Management
Tennessee
$79.5M -$4.53M -68,586 -5%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$78.6M +$10.9M +164,582 +16%
Legal & General Group
28
Legal & General Group
United Kingdom
$77.8M -$957K -14,494 -1%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$72.8M -$60.7M -919,554 -45%
Principal Financial Group
30
Principal Financial Group
Iowa
$69.2M +$8.08M +122,390 +13%
TCIM
31
TIAA CREF Investment Management
New York
$68.1M -$1.12M -16,885 -2%
LSV Asset Management
32
LSV Asset Management
Illinois
$64M +$7.74M +117,122 +13%
PAM
33
Panagora Asset Management
Massachusetts
$63.2M -$42.1M -637,632 -39%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$60.5M -$75.8M -1,147,401 -55%
Charles Schwab
35
Charles Schwab
California
$60.1M +$2.07M +31,278 +3%
RJA
36
Raymond James & Associates
Florida
$57M +$9.81M +148,577 +20%
BCM
37
Bridgeway Capital Management
Texas
$55.3M +$56.9M +861,850 New
O
38
OppenheimerFunds
New York
$54.4M -$1.82M -27,531 -3%
UBS AM
39
UBS AM
Illinois
$54.3M +$7.5M +113,558 +16%
Millennium Management
40
Millennium Management
New York
$54.1M +$55.1M +834,834 +10,291%
JP
41
Jana Partners
New York
$53.2M +$54.8M +829,158 New
Swiss National Bank
42
Swiss National Bank
Switzerland
$52.4M -$7.84M -118,700 -13%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$51.8M +$83.8K +1,268 +0.2%
N
44
Nuveen
North Carolina
$50.3M +$12.5M +189,912 +32%
PPA
45
Parametric Portfolio Associates
Washington
$49.6M +$1.08M +16,381 +2%
AA
46
ALPS Advisors
Colorado
$46.5M -$1.29M -19,602 -3%
Morgan Stanley
47
Morgan Stanley
New York
$45.3M +$15.5M +235,199 +50%
CC
48
Cannell & Co
New York
$44.7M -$2.24M -33,893 -5%
CI Investments Inc
49
CI Investments Inc
Ontario, Canada
$42M +$41M +620,600 +1,825%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$40M -$15.3M -231,579 -27%

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.