WestRock Company
WRK was delisted on the 5th of July, 2024.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DKCM
Davidson Kempner Capital Management
New York
|
+$175M |
| 2 |
Morgan Stanley
New York
|
+$93.1M |
| 3 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$88.2M |
| 4 |
HI
HBK Investments
Dallas,
Texas
|
+$80.8M |
| 5 |
Citigroup
New York
|
+$66.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$148M |
| 2 |
Pictet Asset Management
Carouge,
Switzerland
|
-$117M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$77.1M |
| 4 |
AF
Atlas FRM
Greenwich,
Connecticut
|
-$75.2M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$32.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
676
EARNEST Partners
Atlanta,
Georgia
| – | -$5.48K | -153 | Closed |
|
677
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$4.79K | -134 | Closed |
|
|
BAAM
678
Baker Avenue Asset Management
San Francisco,
California
| – | -$4.15K | -116 | Closed |
|
|
MIM
679
Macroview Investment Management
Bethesda,
Maryland
| – | -$1.47K | -41 | Closed |
|
|
SIA
680
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$1K | -18 | Closed |
|
|
WT
681
Whittier Trust
South Pasadena,
California
| – | -$357 | -10 | Closed |
|
|
UFF
682
USA Financial Formulas
Ada,
Michigan
| – | -$286 | -8 | Closed |
|
|
BBHC
683
Brown Brothers Harriman & Co
New York
| – | -$179 | -5 | Closed |
|
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.