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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
Kayne Anderson Rudnick Investment Management
551
Kayne Anderson Rudnick Investment Management
California
$2.75K
MA
552
MCF Advisors
Kentucky
$2.71K
SIC
553
SJS Investment Consulting
Ohio
$2.36K
BGAI
554
Bruce G. Allen Investments
Colorado
$2.21K -$50 -1 -2%
FMP
555
Financial Management Professionals
Texas
$2K
CWP
556
Concord Wealth Partners
Virginia
$1.96K
PWMG
557
Private Wealth Management Group
New Jersey
$1.86K
DWA
558
Delos Wealth Advisors
Texas
$1.71K
SWA
559
SOA Wealth Advisors
New York
$1.65K -$101 -2 -6%
VCM
560
Versant Capital Management
Arizona
$1.56K
AF
561
Advisornet Financial
Minnesota
$1.51K
HCP
562
Hexagon Capital Partners
Arkansas
$1.46K -$505 -10 -26%
CAC
563
Core Alternative Capital
Georgia
$1.41K
DPW
564
DiNuzzo Private Wealth
Pennsylvania
$1.31K
DF
565
Dunhill Financial
United Kingdom
$1.3K +$252 +5 +24%
BWAM
566
Boyd Watterson Asset Management
Ohio
$1.16K
ATPW
567
Ashton Thomas Private Wealth
Arizona
$1.11K +$1.11K +22 New
IAIM
568
International Assets Investment Management
Florida
$1.11K +$1.11K +22 New
WWM
569
Wolff Wiese Magana
California
$1.01K
CAS
570
Coppell Advisory Solutions
Texas
$1K +$1.01K +20 New
JEST
571
JTC Employer Solutions Trustee
Jersey
$1K
AWM
572
Avior Wealth Management
Nebraska
$904 -$16.7K -330 -95%
VWA
573
Valued Wealth Advisors
Utah
$805 +$555 +11 +220%
PWMG
574
Prestige Wealth Management Group
New Jersey
$754
UWS
575
Unique Wealth Strategies
Illinois
$742 +$757 +15 New

WRK Hedge Fund Activity: Q2 2024 in Review

588 of the 6,924 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.