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WRK

WestRock Company

Delisted

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

610 hedge funds and large institutions have $12B invested in WestRock Company in 2021 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 212 increasing their positions, 222 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 51

4% more funds holding

Funds holding: 588610 (+22)

3% more capital invested

Capital invested by funds: $11.6B → $12B (+$391M)

5% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 222

14% less call options, than puts

Call options by funds: $48.4M | Put options by funds: $56.3M

40% less funds holding in top 10

Funds holding in top 10: 159 (-6)

Holders
610
Holders Change
+22
Holders Change %
+3.74%
% of All Funds
10.62%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.16%
New
77
Increased
212
Reduced
222
Closed
51
Calls
$48.4M
Puts
$56.3M
Net Calls
-$7.92M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
51
STRS Ohio
Ohio
$27.8M +$71.1K +1,271 +0.2%
Principal Financial Group
52
Principal Financial Group
Iowa
$27.5M -$4.26M -76,063 -13%
Prudential Financial
53
Prudential Financial
New Jersey
$26.4M +$3.9M +69,653 +16%
AllianceBernstein
54
AllianceBernstein
Tennessee
$26.2M -$3.41M -60,968 -11%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$25.2M +$21.8M +389,314 +467%
PCMI
56
Paradigm Capital Management Inc
New York
$25.1M -$13.8M -246,032 -34%
UBS Group
57
UBS Group
Switzerland
$24M -$1.35M -24,136 -5%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$23.9M -$378K -6,755 -1%
KB
59
Kimelman & Baird
New York
$23.7M +$24.9M +444,941 New
SFM
60
Stack Financial Management
Montana
$22.6M +$410K +7,317 +2%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$22.1M +$18.7M +334,504 +410%
Ameriprise
62
Ameriprise
Minnesota
$22.1M -$9.59M -171,322 -29%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$22M -$1.16M -20,685 -5%
RCAMU
64
Rothschild & Co Asset Management US
Connecticut
$21.8M -$136K -2,434 -0.6%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$21M +$490K +8,760 +2%
PR
66
Payden & Rygel
California
$20.9M +$1.28M +22,900 +6%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$20.9M +$2.25M +40,178 +11%
Robeco Institutional Asset Management
68
Robeco Institutional Asset Management
Netherlands
$20.7M -$3.52M -62,823 -14%
MPMG
69
Minneapolis Portfolio Management Group
Minnesota
$20.6M +$21.7M +386,866 New
HSBC Holdings
70
HSBC Holdings
United Kingdom
$20.5M -$1.04M -18,596 -5%
HighTower Advisors
71
HighTower Advisors
Illinois
$20.1M +$1.54M +27,501 +8%
NEI
72
Northwest & Ethical Investments
Ontario, Canada
$19.9M +$4.77M +85,184 +29%
GIA
73
Guyasuta Investment Advisors
Pennsylvania
$19.7M +$456K +8,147 +2%
Wells Fargo
74
Wells Fargo
California
$19.1M -$13.3M -237,750 -40%
CA
75
CapWealth Advisors
Tennessee
$18.8M +$168K +2,995 +0.9%

WRK Hedge Fund Activity: Q2 2021 in Review

610 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q2 2021, worth a combined $12B — up 3.4% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WRK positions and 51 closed out — a net gain of 26 holders — while 212 added to existing stakes and 222 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $144M. The largest seller was Fidelity Investments, cutting an estimated $141M.

  • 610 institutional investors held WestRock Company (WRK) as of Q2 2021, up from 588 in Q1 2021.
  • Funds reported $12B of WestRock Company stock for Q2 2021, up 3.4% quarter-over-quarter.
  • 77 funds opened new WestRock Company positions in Q2 2021 and 51 closed out, a net change of +26 holders.
  • The largest WestRock Company buyer in Q2 2021 was Pictet Asset Management (UK), an estimated $144M added.
  • The largest WestRock Company seller in Q2 2021 was Fidelity Investments, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2021.