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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
DWA
576
Divergent Wealth Advisors
Utah
$6K +$6.28K +95 New
BRC
577
Bell Rock Capital
Delaware
$6K +$6.61K +100 New
TFS
578
TrustCore Financial Services
Tennessee
$6K +$6.61K +100 New
YWP
579
YorkBridge Wealth Partners
New York
$5K -$142K -2,152 -97%
MFT
580
Moisand Fitzgerald Tamayo
Florida
$5K +$5.15K +78 New
CCM
581
Cribstone Capital Management
Maine
$4K
PCP
582
Proficio Capital Partners
Massachusetts
$4K +$396 +6 +10%
NWM
583
Northwest Wealth Management
Iowa
$4K +$3.77K +57 New
AWM
584
Avior Wealth Management
Nebraska
$3K -$226K -3,427 -99%
ST
585
Smithfield Trust
Pennsylvania
$3K -$31.4K -475 -92%
CBT
586
Capital Bank & Trust
California
$3K
SSB
587
Sandy Spring Bank
Maryland
$3K
SFSIG
588
San Francisco Sentry Investment Group
California
$3K
FRA
589
Front Row Advisors
California
$3K +$2.91K +44 New
SIS
590
Sound Income Strategies
Florida
$3K +$3.57K +54 New
GWS
591
Glassman Wealth Services
Virginia
$2K +$925 +14 +108%
JA
592
JOYN Advisors
Georgia
$2K +$1.58K +24 New
DBT
593
Dubuque Bank & Trust
Iowa
$2K +$1.98K +30 New
ACS
594
Archford Capital Strategies
Illinois
$2K +$2.38K +36 New
Nomura Holdings
595
Nomura Holdings
Japan
$1.81K +$786K +11,899 +73%
SLF
596
Sun Life Financial
Ontario, Canada
$1.16K -$31.8K -482 -87%
AWA
597
Acorn Wealth Advisors
Michigan
$1K
VNA
598
Valley National Advisers
Pennsylvania
$1K
CI
599
Capital Innovations
Wisconsin
$765 -$6.61K -100 -0.8%
UOC
600
UBS O'Connor
Illinois
-$47.3M -749,060 Closed

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.