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WRK

WestRock Company

Delisted

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

588 hedge funds and large institutions have $11.7B invested in WestRock Company in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 214 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $15.8M

11% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 61

3% more capital invested

Capital invested by funds: $11.4B → $11.7B (+$306M)

0% less funds holding

Funds holding: 589588 (-1)

9% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 214

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
588
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
8.49%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.27%
New
68
Increased
194
Reduced
214
Closed
61
Calls
$27.3M
Puts
$15.8M
Net Calls
+$11.5M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
476
Continuum Advisory
Idaho
$48K
GWP
477
Gen-Wealth Partners
Michigan
$48K +$5.05K +100 +12%
BBHC
478
Brown Brothers Harriman & Co
New York
$47.1K +$29.8K +590 +170%
AAG
479
Armstrong Advisory Group
Massachusetts
$45.6K
PFBT
480
Parkside Financial Bank & Trust
Missouri
$43.6K
MCM
481
Manchester Capital Management
Vermont
$43.5K +$15.7K +312 +56%
CH
482
Cromwell Holdings
Wyoming
$42.6K +$42.8K +847 New
TF
483
Tompkins Financial
New York
$39.2K
LC
484
Lindbrook Capital
California
$35.4K +$4.59K +91 +15%
NS
485
NBC Securities
Alabama
$34K +$1.51K +30 +5%
MA
486
Montag & Associates
Georgia
$32.4K
FIA
487
FNY Investment Advisers
New York
$30K -$50.5K -1,000 -63%
CTC
488
Central Trust Company
Missouri
$30K
SIS
489
Sound Income Strategies
Florida
$27.7K -$3.63K -72 -12%
CWC
490
Carolinas Wealth Consulting
North Carolina
$24.7K +$151 +3 +0.6%
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$23.3K +$5.75K +114 +33%
JWM
492
Janiczek Wealth Management
Colorado
$23.2K
IC
493
Innealta Capital
Texas
$22.5K +$22.6K +448 New
CIBC Private Wealth Group
494
CIBC Private Wealth Group
Georgia
$22.5K -$11.6K -229 -32%
WWP
495
WR Wealth Planners
Missouri
$21.3K
PS
496
Principal Securities
Iowa
$19.7K +$1.36K +27 +7%
CFD
497
Creative Financial Designs
Indiana
$19.1K
CCA
498
Catalyst Capital Advisors
New York
$18.3K -$3.53K -70 -16%
MRC
499
Millburn Ridgefield Corp
New York
$18.3K -$3.53K -70 -16%
UB
500
UMB Bank
Missouri
$18.1K +$17.9K +355 +5,917%

WRK Hedge Fund Activity: Q2 2024 in Review

588 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q2 2024, worth a combined $11.7B — up 2.7% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new WRK positions and 61 closed out — a net gain of 7 holders — while 194 added to existing stakes and 214 trimmed.

The largest buyer was HBK Investments, adding an estimated $265M. The largest seller was Greenhaven Associates, exiting entirely with an estimated $625M sold.

  • 588 institutional investors held WestRock Company (WRK) as of Q2 2024, down from 589 in Q1 2024.
  • Funds reported $11.7B of WestRock Company stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 68 funds opened new WestRock Company positions in Q2 2024 and 61 closed out, a net change of +7 holders.
  • The largest WestRock Company buyer in Q2 2024 was HBK Investments, an estimated $265M added.
  • The largest WestRock Company seller in Q2 2024 was Greenhaven Associates, an estimated $625M sold.

Based on aggregated 13F filings for Q2 2024.