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WRK

WestRock Company

Delisted

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

539 hedge funds and large institutions have $7.38B invested in WestRock Company in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 159 increasing their positions, 223 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

26% more call options, than puts

Call options by funds: $54.8M | Put options by funds: $43.3M

22% more capital invested

Capital invested by funds: $6.04B → $7.38B (+$1.33B)

2% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 62

0% less funds holding

Funds holding: 540539 (-1)

29% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 223

Holders
539
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
10.88%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.28%
New
63
Increased
159
Reduced
223
Closed
62
Calls
$54.8M
Puts
$43.3M
Net Calls
+$11.4M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$55.1M +$20.6M +667,300 +73%
LCM
27
Lakewood Capital Management
New York
$53.2M -$28.7M -930,100 -38%
PP
28
Patten & Patten
Tennessee
$44.2M -$736K -23,819 -2%
MWNA
29
Marshall Wace North America
New York
$43.5M -$1.82M -59,036 -5%
Deutsche Bank
30
Deutsche Bank
Germany
$42.9M -$2.3M -74,331 -6%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$39.4M -$12.7M -412,063 -27%
AIM
32
Atlantic Investment Management
New York
$39M -$1.38M -44,784 -4%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$37.1M -$1.45M -46,838 -4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$36.7M -$1.27M -41,163 -4%
PPA
35
Parametric Portfolio Associates
Washington
$35.8M -$3.23M -104,553 -9%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$35.6M -$16.2M -524,122 -35%
Swiss National Bank
37
Swiss National Bank
Switzerland
$35.1M -$386K -12,500 -1%
KL
38
KGH Ltd
Bahamas
$33.1M +$14.6M +472,453 +99%
UBS AM
39
UBS AM
Illinois
$33M +$1.69M +54,808 +6%
N
40
Nuveen
North Carolina
$32.7M -$876K -28,338 -3%
APG Asset Management
41
APG Asset Management
Netherlands
$28.5M +$4.26M +137,777 +17%
PMG
42
Private Management Group
California
$27.4M -$676K -21,886 -3%
KBC Group
43
KBC Group
Belgium
$27.4M +$22M +710,556 +914%
American Century Companies
44
American Century Companies
Missouri
$27.3M -$53.8M -1,740,332 -69%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$26.5M +$24.1K +780 +0.1%
PCMI
46
Paradigm Capital Management Inc
New York
$25.1M +$144K +4,662 +0.7%
EWM
47
Evercore Wealth Management
New York
$24.5M +$112K +3,632 +0.5%
Canada Life
48
Canada Life
Manitoba, Canada
$24.3M +$810K +26,219 +4%
Prudential Financial
49
Prudential Financial
New Jersey
$23.2M +$2.03M +65,549 +11%
Victory Capital Management
50
Victory Capital Management
Texas
$22.8M -$2.37M -76,576 -10%

WRK Hedge Fund Activity: Q3 2020 in Review

539 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q3 2020, worth a combined $7.38B — up 22% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new WRK positions and 62 closed out — a net gain of 1 holder — while 159 added to existing stakes and 223 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $196M. The largest seller was Prudential plc, exiting entirely with an estimated $81.2M sold.

  • 539 institutional investors held WestRock Company (WRK) as of Q3 2020, down from 540 in Q2 2020.
  • Funds reported $7.38B of WestRock Company stock for Q3 2020, up 22% quarter-over-quarter.
  • 63 funds opened new WestRock Company positions in Q3 2020 and 62 closed out, a net change of +1 holder.
  • The largest WestRock Company buyer in Q3 2020 was T. Rowe Price Associates, an estimated $196M added.
  • The largest WestRock Company seller in Q3 2020 was Prudential plc, an estimated $81.2M sold.

Based on aggregated 13F filings for Q3 2020.