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WRK

WestRock Company
WRK

Delisted

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

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626 hedge funds and large institutions have $11.7B invested in WestRock Company in 2018 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 238 increasing their positions, 215 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $50.9M | Put options by funds: $32.8M

13% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 63

11% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 215

0% more funds holding

Funds holding: 625 → 626 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

7% less capital invested

Capital invested by funds: $12.6B → $11.7B (-$915M)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
14.31%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
71
Increased
238
Reduced
215
Closed
63
Calls
$50.9M
Puts
$32.8M
Net Calls
+$18.1M
Net Calls Change
-$7.69M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$137M
2
Goldman Sachs
Goldman Sachs
New York
+$71.2M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$58.1M
4
Capital World Investors
Capital World Investors
California
+$53.2M
5
American Century Companies
American Century Companies
Missouri
+$51.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$582M
2
Boston Partners
Boston Partners
Massachusetts
-$124M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$38.4M
4
CI
Conning Inc
Connecticut
-$32M
5
JP Morgan Chase
JP Morgan Chase
New York
-$29.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
676
Cutler Group
California
– -$7K -129 Closed
AC
677
Avestar Capital
New York
– -$5.32K -95 -86%
B
678
Bridgeworth
Alabama
– -$5K -93 Closed
GFP
679
Gryphon Financial Partners
Ohio
– -$6K -90 Closed
VCM
680
Vigilant Capital Management
Maine
– -$3K -50 Closed
PW
681
Price Wealth
Texas
– -$2K -40 Closed
ACS
682
Archford Capital Strategies
Illinois
– -$2K -36 Closed
IWP
683
Icon Wealth Partners
Texas
– -$1K -21 Closed
MPWT
684
MassMutual Private Wealth & Trust
Connecticut
– -$1.14K -20 Closed
GWS
685
Glassman Wealth Services
Virginia
– -$728 -13 -59%
CIR
686
Clear Investment Research
Georgia
– +$336 +6 New
GWA
687
Guidant Wealth Advisors
Illinois
– +$616 +11 New
24 25 26 27
28

WRK Hedge Fund Activity: Q3 2018 in Review

626 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q3 2018, worth a combined $11.7B — down 7.3% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new WRK positions and 63 closed out — a net gain of 8 holders — while 238 added to existing stakes and 215 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $137M. The largest seller was Fidelity Investments, cutting an estimated $582M.

  • 626 institutional investors held WestRock Company (WRK) as of Q3 2018, up from 625 in Q2 2018.
  • Funds reported $11.7B of WestRock Company stock for Q3 2018, down 7.3% quarter-over-quarter.
  • 71 funds opened new WestRock Company positions in Q3 2018 and 63 closed out, a net change of +8 holders.
  • The largest WestRock Company buyer in Q3 2018 was Deutsche Bank, an estimated $137M added.
  • The largest WestRock Company seller in Q3 2018 was Fidelity Investments, an estimated $582M sold.

Based on aggregated 13F filings for Q3 2018.