We are live on ! Find out more
WRK

WestRock Company
WRK

Delisted

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

Back to rankings

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
AFWM
601
Abich Financial Wealth Management
Virginia
$498 +$462 +12 New
CWM
602
Compass Wealth Management
Connecticut
$457 – – –
AssetMark Inc
603
AssetMark Inc
California
$457 +$423 +11 New
TFM
604
TFC Financial Management
Massachusetts
$416 +$385 +10 New
TWD
605
True Wealth Design
Ohio
$291 – – –
TWP
606
TFO Wealth Partners
Ohio
$249 +$192 +5 +500%
FSWA
607
Financial Synergies Wealth Advisors
Texas
$106 -$192 -5 -63%
GFPC
608
Global Financial Private Client
Florida
$83 – – –
TCOV
609
Trust Company of Vermont
Vermont
$83 +$77 +2 New
National Pension Service
610
National Pension Service
South Korea
$42 – – –
RS
611
Rakuten Securities
Japan
$42 +$38 +1 New
DWM
612
Dogwood Wealth Management
Kansas
$2 – – –
AF
613
Atlas FRM
Connecticut
– -$75.2M -2,100,000 Closed
OAG
614
Orbis Allan Gray
Bermuda
– -$24.7M -691,097 Closed
TC
615
TwinBeech Capital
New York
– -$13.4M -374,417 Closed
DRZID
616
DePrince Race & Zollo Inc (DRZ)
Florida
– -$11.1M -310,336 Closed
HP
617
Hosking Partners
United Kingdom
– -$9.48M -264,691 Closed
OCM
618
Olstein Capital Management
New York
– -$8.01M -223,700 Closed
Holocene Advisors
619
Holocene Advisors
New York
– -$7.18M -200,427 Closed
NC
620
Nekton Capital
United Kingdom
– -$5.76M -160,852 Closed
LIP
621
Lighthouse Investment Partners
Florida
– -$5.4M -150,833 Closed
ICM
622
Invenomic Capital Management
Massachusetts
– -$5.38M -150,223 Closed
AIMCA
623
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$4.25M -118,680 Closed
PI
624
Putnam Investments
Massachusetts
– -$3.82M -106,701 Closed
SRC
625
Samson Rock Capital
United Kingdom
– -$3.58M -100,000 Closed
23 24
25
26 27

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.