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WRK

WestRock Company
WRK

Delisted

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

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611 hedge funds and large institutions have $9.42B invested in WestRock Company in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 179 increasing their positions, 246 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more funds holding in top 10

Funds holding in top 10: 12 → 17 (+5)

31% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 72

18% more capital invested

Capital invested by funds: $7.98B → $9.42B (+$1.45B)

3% more funds holding

Funds holding: 593 → 611 (+18)

12% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $26.8M

27% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 246

Holders
611
Holders Change
+18
Holders Change %
+3.04%
% of All Funds
8.91%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.25%
New
94
Increased
179
Reduced
246
Closed
72
Calls
$23.7M
Puts
$26.8M
Net Calls
-$3.1M
Net Calls Change
-$50M

Top Buyers

Rank Fund Capital Flow
1
DKCM
Davidson Kempner Capital Management
New York
+$175M
2
Morgan Stanley
Morgan Stanley
New York
+$93.1M
3
WCMNY
Westchester Capital Management (New York)
New York
+$88.2M
4
HI
HBK Investments
Texas
+$80.8M
5
Citigroup
Citigroup
New York
+$66.1M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$148M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
-$117M
3
LSV Asset Management
LSV Asset Management
Illinois
-$77.1M
4
AF
Atlas FRM
Connecticut
-$75.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$32.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
501
Armstrong Advisory Group
Massachusetts
$37.7K – – –
PFBT
502
Parkside Financial Bank & Trust
Missouri
$35.8K +$12.3K +320 +59%
OPTFSNA
503
Old Point Trust & Financial Services N A
Virginia
$35.3K +$32.7K +851 New
TF
504
Tompkins Financial
New York
$32.4K – – –
NS
505
NBC Securities
Alabama
$31K +$192 +5 +0.7%
RIL
506
Rothschild Investment LLC
Illinois
$28.9K +$26.7K +695 New
MA
507
Montag & Associates
Georgia
$26.8K – – –
SIS
508
Sound Income Strategies
Florida
$26.7K +$1.27K +33 +5%
LS
509
Livforsakringsbolaget Skandia
Sweden
$26.3K – – –
CFD
510
Creative Financial Designs
Indiana
$26.3K – – –
LC
511
Lindbrook Capital
California
$25K +$6K +156 +35%
CTC
512
Central Trust Company
Missouri
$24.7K – – –
MCM
513
Manchester Capital Management
Vermont
$23K +$2.08K +54 +11%
NICM
514
Neo Ivy Capital Management
New York
$23K +$21.6K +561 New
AIM
515
Anchor Investment Management
South Carolina
$21.4K -$15.3K -399 -44%
HPC
516
HM Payson & Co
Maine
$20.8K – – –
NFSG
517
Newbridge Financial Services Group
Florida
$20.8K – – –
CWC
518
Carolinas Wealth Consulting
North Carolina
$20.2K +$154 +4 +0.8%
JWM
519
Janiczek Wealth Management
Colorado
$19.2K – – –
CCA
520
Catalyst Capital Advisors
New York
$19.2K -$6.73K -175 -27%
MRC
521
Millburn Ridgefield Corp
New York
$19.2K -$6.73K -175 -27%
BLC
522
Brown, Lisle/Cummings
Rhode Island
$18.7K -$262K -6,803 -94%
QL
523
Quarry LP
New York
$16.5K +$15.3K +398 New
HNB
524
Huntington National Bank
Ohio
$16K +$38 +1 +0.3%
PS
525
Principal Securities
Iowa
$15.9K +$14.8K +384 New
19 20
21
22 23

WRK Hedge Fund Activity: Q4 2023 in Review

611 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q4 2023, worth a combined $9.42B — up 18% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new WRK positions and 72 closed out — a net gain of 22 holders — while 179 added to existing stakes and 246 trimmed.

The largest buyer was Davidson Kempner Capital Management, adding an estimated $175M. The largest seller was T. Rowe Price Associates, cutting an estimated $148M.

  • 611 institutional investors held WestRock Company (WRK) as of Q4 2023, up from 593 in Q3 2023.
  • Funds reported $9.42B of WestRock Company stock for Q4 2023, up 18% quarter-over-quarter.
  • 94 funds opened new WestRock Company positions in Q4 2023 and 72 closed out, a net change of +22 holders.
  • The largest WestRock Company buyer in Q4 2023 was Davidson Kempner Capital Management, an estimated $175M added.
  • The largest WestRock Company seller in Q4 2023 was T. Rowe Price Associates, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2023.