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WRK

WestRock Company

Delisted

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

588 hedge funds and large institutions have $11.6B invested in WestRock Company in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 194 increasing their positions, 214 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $82.1M | Put options by funds: $63M

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

20% more capital invested

Capital invested by funds: $9.69B → $11.6B (+$1.93B)

9% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 214

2% less funds holding

Funds holding: 602588 (-14)

11% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 89

Holders
588
Holders Change
-14
Holders Change %
-2.33%
% of All Funds
10.32%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
79
Increased
194
Reduced
214
Closed
89
Calls
$82.1M
Puts
$63M
Net Calls
+$19.1M
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$71.6M +$17.1M +367,065 +36%
AQR Capital Management
27
AQR Capital Management
Connecticut
$70.3M +$12.1M +259,492 +24%
Deutsche Bank
28
Deutsche Bank
Germany
$65M +$18.8M +402,045 +47%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$64.8M +$11.6M +248,580 +25%
AIM
30
Atlantic Investment Management
New York
$63M +$9.35M +200,321 +20%
PP
31
Patten & Patten
Tennessee
$62.3M -$1.01M -21,535 -2%
Goldman Sachs
32
Goldman Sachs
New York
$61.7M +$1.68M +36,058 +3%
LCM
33
Lakewood Capital Management
New York
$60M +$2.5M +53,500 +5%
Capital Research Global Investors
34
Capital Research Global Investors
California
$56M -$44.6M -954,873 -47%
CCM
35
Causeway Capital Management
California
$53.2M +$47.7M +1,022,409 New
Swiss National Bank
36
Swiss National Bank
Switzerland
$52.6M +$1.35M +29,000 +3%
PPA
37
Parametric Portfolio Associates
Washington
$52.5M +$335K +7,177 +0.7%
UBS AM
38
UBS AM
Illinois
$51.8M -$2.39M -51,228 -5%
Morgan Stanley
39
Morgan Stanley
New York
$51.2M -$5.65M -121,115 -11%
SAM
40
Soviero Asset Management
New York
$50.5M +$45.3M +970,000 New
AII
41
AGF Investments Inc
Ontario, Canada
$48.1M +$43.1M +923,275 New
N
42
Nuveen
North Carolina
$48M -$2.45M -52,595 -5%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$47.8M -$929K -19,912 -2%
American Century Companies
44
American Century Companies
Missouri
$44.4M +$18.9M +405,758 +91%
EWM
45
Evercore Wealth Management
New York
$40.1M +$1.54M +33,024 +4%
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$39.2M +$12.6M +270,004 +56%
PMG
47
Private Management Group
California
$38.6M -$1.38M -29,526 -4%
PCMI
48
Paradigm Capital Management Inc
New York
$37.3M -$222K -4,749 -0.7%
Citadel Advisors
49
Citadel Advisors
Florida
$36.6M -$48.9M -1,048,712 -60%
SAM
50
Sandbar Asset Management
United Kingdom
$36.3M +$5.27M +112,848 +19%

WRK Hedge Fund Activity: Q1 2021 in Review

588 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q1 2021, worth a combined $11.6B — up 20% from $9.69B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of WRK and 79 opened new positions — a net loss of 10 holders — while 214 trimmed existing stakes and 194 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $456M. The largest seller was Fidelity Investments, cutting an estimated $112M.

  • 588 institutional investors held WestRock Company (WRK) as of Q1 2021, down from 602 in Q4 2020.
  • Funds reported $11.6B of WestRock Company stock for Q1 2021, up 20% quarter-over-quarter.
  • 79 funds opened new WestRock Company positions in Q1 2021 and 89 closed out, a net change of -10 holders.
  • The largest WestRock Company buyer in Q1 2021 was T. Rowe Price Associates, an estimated $456M added.
  • The largest WestRock Company seller in Q1 2021 was Fidelity Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2021.