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WRK

WestRock Company

Delisted

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

588 hedge funds and large institutions have $11.6B invested in WestRock Company in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 194 increasing their positions, 214 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $82.1M | Put options by funds: $63M

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

20% more capital invested

Capital invested by funds: $9.69B → $11.6B (+$1.93B)

9% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 214

2% less funds holding

Funds holding: 602588 (-14)

11% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 89

Holders
588
Holders Change
-14
Holders Change %
-2.33%
% of All Funds
10.32%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
79
Increased
194
Reduced
214
Closed
89
Calls
$82.1M
Puts
$63M
Net Calls
+$19.1M
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
KL
51
KGH Ltd
Bahamas
$35M -$12.6M -269,872 -29%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$32.8M -$1.35M -28,970 -4%
CGM
53
Capital Growth Management
Massachusetts
$32.8M +$7M +150,000 +31%
Wells Fargo
54
Wells Fargo
California
$31.1M -$3.11M -66,593 -10%
PAM
55
Panagora Asset Management
Massachusetts
$30.9M +$10.3M +219,996 +59%
Principal Financial Group
56
Principal Financial Group
Iowa
$30.9M +$1.78M +38,131 +7%
Ameriprise
57
Ameriprise
Minnesota
$30.6M +$5.93M +127,004 +28%
Barclays
58
Barclays
United Kingdom
$29.9M +$14.4M +309,257 +117%
AllianceBernstein
59
AllianceBernstein
Tennessee
$28.8M -$970K -20,779 -4%
SO
60
STRS Ohio
Ohio
$27.1M -$2.37M -50,724 -9%
UBS Group
61
UBS Group
Switzerland
$24.7M -$383K -8,209 -2%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$23.8M -$2.54M -54,408 -11%
Robeco Institutional Asset Management
63
Robeco Institutional Asset Management
Netherlands
$23.5M +$212K +4,545 +1%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$22.6M -$23.7K -507 -0.1%
AAMU
65
Amundi Asset Management US
Massachusetts
$22.2M +$548K +11,744 +3%
Prudential Financial
66
Prudential Financial
New Jersey
$22.1M -$11.6M -247,835 -37%
APCM
67
Arbiter Partners Capital Management
New York
$21.9M +$11.7M +250,848 +124%
SFM
68
Stack Financial Management
Montana
$21.8M -$97.1K -2,081 -0.5%
RCAMU
69
Rothschild & Co Asset Management US
Connecticut
$21.4M -$834K -17,878 -4%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$21.4M -$5.97M -127,891 -24%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$20.1M -$514K -11,010 -3%
PR
72
Payden & Rygel
California
$19.3M +$17.3M +370,700 New
GIA
73
Guyasuta Investment Advisors
Pennsylvania
$18.8M -$137K -2,933 -0.8%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$18.4M -$30K -643 -0.2%
HighTower Advisors
75
HighTower Advisors
Illinois
$18.2M +$16.3M +349,989 New

WRK Hedge Fund Activity: Q1 2021 in Review

588 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q1 2021, worth a combined $11.6B — up 20% from $9.69B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of WRK and 79 opened new positions — a net loss of 10 holders — while 214 trimmed existing stakes and 194 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $456M. The largest seller was Fidelity Investments, cutting an estimated $112M.

  • 588 institutional investors held WestRock Company (WRK) as of Q1 2021, down from 602 in Q4 2020.
  • Funds reported $11.6B of WestRock Company stock for Q1 2021, up 20% quarter-over-quarter.
  • 79 funds opened new WestRock Company positions in Q1 2021 and 89 closed out, a net change of -10 holders.
  • The largest WestRock Company buyer in Q1 2021 was T. Rowe Price Associates, an estimated $456M added.
  • The largest WestRock Company seller in Q1 2021 was Fidelity Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2021.