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WRK

WestRock Company
WRK

Delisted

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

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626 hedge funds and large institutions have $11.7B invested in WestRock Company in 2018 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 238 increasing their positions, 215 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $50.9M | Put options by funds: $32.8M

13% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 63

11% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 215

0% more funds holding

Funds holding: 625 → 626 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

7% less capital invested

Capital invested by funds: $12.6B → $11.7B (-$915M)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
14.31%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
71
Increased
238
Reduced
215
Closed
63
Calls
$50.9M
Puts
$32.8M
Net Calls
+$18.1M
Net Calls Change
-$7.69M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$137M
2
Goldman Sachs
Goldman Sachs
New York
+$71.2M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$58.1M
4
Capital World Investors
Capital World Investors
California
+$53.2M
5
American Century Companies
American Century Companies
Missouri
+$51.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$582M
2
Boston Partners
Boston Partners
Massachusetts
-$124M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$38.4M
4
CI
Conning Inc
Connecticut
-$32M
5
JP Morgan Chase
JP Morgan Chase
New York
-$29.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$70.9M +$4.59M +81,858 +7%
PP
27
Patten & Patten
Tennessee
$70.3M -$4.53M -80,912 -6%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$64.8M +$39M +695,558 +135%
Millennium Management
29
Millennium Management
New York
$59.2M -$17M -303,677 -22%
Bank of America
30
Bank of America
North Carolina
$57.4M -$19.8M -354,148 -25%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$55.4M +$58.1M +1,036,996 New
Charles Schwab
32
Charles Schwab
California
$55.2M +$1.98M +35,376 +4%
TCIM
33
TIAA CREF Investment Management
New York
$51.6M -$6.92M -123,577 -11%
SAM
34
Southernsun Asset Management
Tennessee
$48.4M -$24.2M -432,510 -32%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$47.5M +$1.78M +31,731 +4%
AA
36
ALPS Advisors
Colorado
$47.3M +$6.43M +114,702 +15%
BCM
37
Bridgeway Capital Management
Texas
$46.3M +$106K +1,900 +0.2%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$46.1M +$1.45M +25,817 +3%
UBS AM
39
UBS AM
Illinois
$46.1M +$162K +2,884 +0.3%
Morgan Stanley
40
Morgan Stanley
New York
$43.9M +$7.11M +126,913 +18%
Swiss National Bank
41
Swiss National Bank
Switzerland
$43.8M -$1.32M -23,500 -3%
PPA
42
Parametric Portfolio Associates
Washington
$42.1M +$964K +17,203 +2%
Principal Financial Group
43
Principal Financial Group
Iowa
$41.9M -$2.85M -50,865 -6%
CC
44
Cannell & Co
New York
$40.2M +$4.29M +76,603 +11%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$38.4M +$3.37M +60,213 +9%
EWM
46
Evercore Wealth Management
New York
$38.4M +$3.46M +61,678 +9%
Prudential Financial
47
Prudential Financial
New Jersey
$37.8M +$14.7M +261,833 +59%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$36.7M -$1.39M -24,733 -3%
RJA
49
Raymond James & Associates
Florida
$36M -$13.8M -246,901 -27%
O
50
OppenheimerFunds
New York
$35.9M -$9.88M -176,430 -21%
1
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WRK Hedge Fund Activity: Q3 2018 in Review

626 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q3 2018, worth a combined $11.7B — down 7.3% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new WRK positions and 63 closed out — a net gain of 8 holders — while 238 added to existing stakes and 215 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $137M. The largest seller was Fidelity Investments, cutting an estimated $582M.

  • 626 institutional investors held WestRock Company (WRK) as of Q3 2018, up from 625 in Q2 2018.
  • Funds reported $11.7B of WestRock Company stock for Q3 2018, down 7.3% quarter-over-quarter.
  • 71 funds opened new WestRock Company positions in Q3 2018 and 63 closed out, a net change of +8 holders.
  • The largest WestRock Company buyer in Q3 2018 was Deutsche Bank, an estimated $137M added.
  • The largest WestRock Company seller in Q3 2018 was Fidelity Investments, an estimated $582M sold.

Based on aggregated 13F filings for Q3 2018.