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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
FIA
651
Foundations Investment Advisors
Arizona
– -$458K -12,790 Closed
NWMG
652
National Wealth Management Group
Ohio
– -$425K -11,878 Closed
BC
653
Barnett & Company
Tennessee
– -$404K -11,274 Closed
ECM
654
Everence Capital Management
Indiana
– -$393 -10,970 Closed
JF
655
Jump Financial
Illinois
– -$364K -10,177 Closed
CHAM
656
Clear Harbor Asset Management
Connecticut
– -$349K -9,750 Closed
Ensign Peak Advisors
657
Ensign Peak Advisors
Utah
– -$307K -8,567 Closed
ACM
658
Argyle Capital Management
Pennsylvania
– -$283K -7,900 Closed
MC
659
Maverick Capital
Texas
– -$279K -7,785 Closed
DCM
660
Deuterium Capital Management
Florida
– -$269K -7,500 Closed
ACM
661
Aquatic Capital Management
Illinois
– -$233K -6,500 Closed
SI
662
Stephens Inc
Arkansas
– -$228K -6,382 Closed
GT
663
Greenleaf Trust
Michigan
– -$226K -6,311 Closed
SCA
664
Sippican Capital Advisors
Massachusetts
– -$223K -6,243 Closed
BCP
665
Blackhawk Capital Partners
Wisconsin
– -$208K -5,801 Closed
SOW
666
State of Wyoming
Wyoming
– -$166K -4,627 Closed
BCV
667
Banque Cantonale Vaudoise
Switzerland
– -$121K -3,383 Closed
CMF
668
Counterpoint Mutual Funds
California
– -$102K -2,860 Closed
CG
669
Cutler Group
California
– -$99.6K -2,590 Closed
Point72 Asset Management
670
Point72 Asset Management
Connecticut
– -$59K -1,649 Closed
CSPIA
671
Cary Street Partners Investment Advisory
Virginia
– -$52.2K -1,457 Closed
IAS
672
IMA Advisory Services
Colorado
– -$46.9K -1,311 Closed
Fisher Asset Management
673
Fisher Asset Management
Washington
– -$31.2K -871 Closed
WWP
674
WR Wealth Planners
Missouri
– -$15.2K -424 Closed
CA
675
Crewe Advisors
Utah
– -$9.67K -270 Closed
24 25 26
27
28

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.