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WRK

WestRock Company

Delisted

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

567 hedge funds and large institutions have $14.3B invested in WestRock Company in 2017 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 179 increasing their positions, 209 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $13.6M

59% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 54

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

12% more capital invested

Capital invested by funds: $12.8B → $14.3B (+$1.47B)

6% more funds holding

Funds holding: 537567 (+30)

14% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 209

Holders
567
Holders Change
+30
Holders Change %
+5.59%
% of All Funds
12.86%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
86
Increased
179
Reduced
209
Closed
54
Calls
$46.9M
Puts
$13.6M
Net Calls
+$33.3M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
476
AssetMark Inc
California
$105K +$87.8K +1,446 +673%
LCM
477
Liberty Capital Management
Michigan
$97K
FDCDDQ
478
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.1K
STA
479
Summit Trail Advisors
New York
$91K +$81.8K +1,348 New
ARMT
480
Amica Retiree Medical Trust
Rhode Island
$88K
AAP
481
Arax Advisory Partners
Colorado
$88K +$4.25K +70 +5%
BWM
482
Baystate Wealth Management
Massachusetts
$81K
PI
483
PineBridge Investments
New York
$80K -$496K -8,162 -87%
BTIS
484
BB&T Investment Services
North Carolina
$80K +$4.19K +69 +7%
FIB
485
First Interstate Bank
Montana
$75K
OC
486
Oakworth Capital
Alabama
$71K +$27.8K +458 +67%
OFW
487
Omnia Family Wealth
Florida
$64K +$9.65K +159 +19%
TL
488
TrueWealth LLC
Georgia
$64K +$61.6K +1,015 New
DCM
489
Delpha Capital Management
New York
$60K +$57.5K +947 New
FANJ
490
Financial Architects (New Jersey)
New Jersey
$59K
II
491
Inspire Investing
Idaho
$59K +$56.3K +927 New
SWP
492
Stratos Wealth Partners
Ohio
$56K +$53.9K +888 New
GLI
493
Guardian Life Insurance
New York
$52K +$15.4K +254 +45%
SGAM
494
Smith Group Asset Management
Texas
$51K -$4.86K -80 -9%
SIM
495
Sonora Investment Management
Arizona
$49.3K
Northwestern Mutual Wealth Management
496
Northwestern Mutual Wealth Management
Wisconsin
$48K +$2.79K +46 +6%
GCM
497
Grisanti Capital Management
New York
$46K
SP
498
SWS Partners
Ohio
$45K +$43K +709 New
CAW
499
Cornerstone Advisors (Washington)
Washington
$43K
VFA
500
Virtus Fund Advisers
Connecticut
$40K

WRK Hedge Fund Activity: Q4 2017 in Review

567 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q4 2017, worth a combined $14.3B — up 12% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new WRK positions and 54 closed out — a net gain of 32 holders — while 179 added to existing stakes and 209 trimmed.

The largest buyer was Capital World Investors, adding an estimated $343M. The largest seller was Millennium Management, cutting an estimated $141M.

  • 567 institutional investors held WestRock Company (WRK) as of Q4 2017, up from 537 in Q3 2017.
  • Funds reported $14.3B of WestRock Company stock for Q4 2017, up 12% quarter-over-quarter.
  • 86 funds opened new WestRock Company positions in Q4 2017 and 54 closed out, a net change of +32 holders.
  • The largest WestRock Company buyer in Q4 2017 was Capital World Investors, an estimated $343M added.
  • The largest WestRock Company seller in Q4 2017 was Millennium Management, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2017.