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WRK

WestRock Company

Delisted

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

603 hedge funds and large institutions have $14.6B invested in WestRock Company in 2018 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 196 increasing their positions, 224 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $33M | Put options by funds: $16.8M

78% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 54

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more funds holding

Funds holding: 567603 (+36)

2% more capital invested

Capital invested by funds: $14.3B → $14.6B (+$282M)

13% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 224

Holders
603
Holders Change
+36
Holders Change %
+6.35%
% of All Funds
13.82%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
96
Increased
196
Reduced
224
Closed
54
Calls
$33M
Puts
$16.8M
Net Calls
+$16.2M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
526
AlphaOne Investment Services
Pennsylvania
$34K +$34.9K +528 New
First Manhattan
527
First Manhattan
New York
$32K
WF
528
WealthTrust Fairport
Ohio
$32K +$33K +500 New
SP
529
SWS Partners
Ohio
$31K -$14.3K -216 -30%
FC
530
Ferris Capital
Massachusetts
$30K +$30.8K +467 New
LNB
531
Ledyard National Bank
$30K +$31.1K +471 New
AIM
532
Advantage Investment Management
Iowa
$29K
VCM
533
Versant Capital Management
Arizona
$28K
PA
534
Parallel Advisors
California
$24K
SJIM
535
St. Johns Investment Management
Florida
$24K +$8.92K +135 +56%
TWA
536
TCI Wealth Advisors
Arizona
$24K +$9.91K +150 +67%
BDS
537
Banco de Sabadell
Florida
$23K
SWMG
538
Signature Wealth Management Group
Georgia
$21K
WAP
539
Wealthcare Advisory Partners
Pennsylvania
$21K
BFEC
540
Benjamin F. Edwards & Company
Missouri
$21K +$132 +2 +0.6%
ME
541
McIlrath & Eck
Washington
$21K +$21.2K +321 New
APP
542
Avantax Planning Partners
Iowa
$21K +$21.6K +327 New
FIB
543
First Interstate Bank
Montana
$20K -$58.7K -889 -75%
PFBT
544
Parkside Financial Bank & Trust
Missouri
$20K -$264 -4 -1%
GEA
545
Glen Eagle Advisors
New Jersey
$19.3K +$6.61K +100 +50%
BGIM
546
Brandywine Global Investment Management
Pennsylvania
$19K -$12.3K -186 -39%
DAM
547
Delta Asset Management
Tennessee
$19K
WTB
548
Washington Trust Bank
Washington
$17K +$17.2K +260 New
KA
549
Kaizen Advisory
Illinois
$16K
PFGIA
550
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$132 +2 +0.8%

WRK Hedge Fund Activity: Q1 2018 in Review

603 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q1 2018, worth a combined $14.6B — up 2% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new WRK positions and 54 closed out — a net gain of 42 holders — while 196 added to existing stakes and 224 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $114M. The largest seller was Franklin Resources, cutting an estimated $118M.

  • 603 institutional investors held WestRock Company (WRK) as of Q1 2018, up from 567 in Q4 2017.
  • Funds reported $14.6B of WestRock Company stock for Q1 2018, up 2% quarter-over-quarter.
  • 96 funds opened new WestRock Company positions in Q1 2018 and 54 closed out, a net change of +42 holders.
  • The largest WestRock Company buyer in Q1 2018 was Royal Bank of Canada, an estimated $114M added.
  • The largest WestRock Company seller in Q1 2018 was Franklin Resources, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2018.