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WRK

WestRock Company

Delisted

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

587 hedge funds and large institutions have $8.38B invested in WestRock Company in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 213 increasing their positions, 198 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 198

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $21M

6% less funds holding

Funds holding: 626587 (-39)

28% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 120

28% less capital invested

Capital invested by funds: $11.7B → $8.38B (-$3.31B)

Holders
587
Holders Change
-39
Holders Change %
-6.23%
% of All Funds
13.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
87
Increased
213
Reduced
198
Closed
120
Calls
$20.4M
Puts
$21M
Net Calls
-$591K
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$54.3M +$5.03M +113,932 +9%
Prudential Financial
27
Prudential Financial
New Jersey
$50.8M +$28.2M +639,137 +90%
PP
28
Patten & Patten
Tennessee
$49.1M -$699K -15,856 -1%
Morgan Stanley
29
Morgan Stanley
New York
$43.6M +$14.7M +332,609 +41%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$43.1M +$42.3M +957,982 +519%
Charles Schwab
31
Charles Schwab
California
$41.1M +$2.38M +53,924 +5%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$39.6M +$542K +12,276 +1%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$38.2M +$5.98M +135,623 +15%
PPA
34
Parametric Portfolio Associates
Washington
$37.2M +$8.7M +197,215 +25%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$37M -$17.9M -406,128 -29%
Bank of America
36
Bank of America
North Carolina
$36.7M -$4.59M -104,021 -10%
SAM
37
Southernsun Asset Management
Tennessee
$36.1M +$2.24M +50,715 +6%
TCIM
38
TIAA CREF Investment Management
New York
$35.3M -$1.33M -30,104 -3%
AA
39
ALPS Advisors
Colorado
$34.7M +$1.52M +34,509 +4%
UBS AM
40
UBS AM
Illinois
$34.1M +$1.81M +40,975 +5%
BCM
41
Bridgeway Capital Management
Texas
$32.6M -$37.5K -850 -0.1%
Swiss National Bank
42
Swiss National Bank
Switzerland
$31.3M +$459K +10,400 +1%
Capital International Investors
43
Capital International Investors
California
$31.2M +$10.4M +235,200 +40%
PCMI
44
Paradigm Capital Management Inc
New York
$29.5M +$34.4M +780,109 New
Two Sigma Investments
45
Two Sigma Investments
New York
$29.4M +$24.9M +564,346 +264%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$29.1M +$13.3M +301,591 +64%
AQR Capital Management
47
AQR Capital Management
Connecticut
$28.2M +$19.3M +436,426 +140%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$26.4M -$806K -18,268 -3%
TA
49
Teachers Advisors
New York
$25M -$365K -8,278 -1%
Principal Financial Group
50
Principal Financial Group
Iowa
$24.1M -$6.4M -145,036 -19%

WRK Hedge Fund Activity: Q4 2018 in Review

587 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q4 2018, worth a combined $8.38B — down 28% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of WRK and 87 opened new positions — a net loss of 33 holders — while 198 trimmed existing stakes and 213 added.

The largest buyer was LSV Asset Management, adding an estimated $199M. The largest seller was JP Morgan Chase, cutting an estimated $210M.

  • 587 institutional investors held WestRock Company (WRK) as of Q4 2018, down from 626 in Q3 2018.
  • Funds reported $8.38B of WestRock Company stock for Q4 2018, down 28% quarter-over-quarter.
  • 87 funds opened new WestRock Company positions in Q4 2018 and 120 closed out, a net change of -33 holders.
  • The largest WestRock Company buyer in Q4 2018 was LSV Asset Management, an estimated $199M added.
  • The largest WestRock Company seller in Q4 2018 was JP Morgan Chase, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2018.