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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
DIP
576
DT Investment Partners
Pennsylvania
$2.48K – – –
AA
577
Addison Advisors
Vermont
$2.37K – – –
Kayne Anderson Rudnick Investment Management
578
Kayne Anderson Rudnick Investment Management
California
$2.35K +$2.08K +54 +2,700%
MA
579
MCF Advisors
Kentucky
$2.24K – – –
S
580
Sachetta
Massachusetts
$2.2K +$2.04K +53 New
FMP
581
Financial Management Professionals
Texas
$2K -$32.1K -835 -95%
LIWM
582
Long Island Wealth Management
New York
$2K +$1.73K +45 New
SIC
583
SJS Investment Consulting
Ohio
$1.95K – – –
BGAI
584
Bruce G. Allen Investments
Colorado
$1.87K +$1.73K +45 New
CA
585
Clearstead Advisors
Ohio
$1.79K +$1.65K +43 New
GI
586
Gradient Investments
Minnesota
$1.74K – – –
CWP
587
Concord Wealth Partners
Virginia
$1.62K -$77 -2 -5%
VCM
588
Versant Capital Management
Arizona
$1.58K – – –
PWMG
589
Private Wealth Management Group
New Jersey
$1.45K +$1.35K +35 New
SWA
590
SOA Wealth Advisors
New York
$1.44K – – –
DPW
591
DiNuzzo Private Wealth
Pennsylvania
$1.08K +$1K +26 New
JEST
592
JTC Employer Solutions Trustee
Jersey
$1K – – –
AW
593
Avion Wealth
Texas
$1K +$38 +1 +7%
BWAM
594
Boyd Watterson Asset Management
Ohio
$955 – – –
WWM
595
Wolff Wiese Magana
California
$831 – – –
CAS
596
Coppell Advisory Solutions
Texas
$830 +$769 +20 New
DF
597
Dunhill Financial
United Kingdom
$742 +$692 +18 New
PWMG
598
Prestige Wealth Management Group
New Jersey
$623 -$1.58K -41 -73%
CTA
599
Colonial Trust Advisors
South Carolina
$623 – – –
CFGS
600
Concourse Financial Group Securities
Alabama
$581 – – –
22 23
24
25 26

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.