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WRK

WestRock Company

Delisted

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

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: 625626 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$20.7M +$371K +6,617 +2%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$19.5M
APG Asset Management
78
APG Asset Management
Netherlands
$19.2M
GAM
79
Gotham Asset Management
New York
$19.2M +$20.1M +358,677 New
SFM
80
Systematic Financial Management
New Jersey
$18.6M +$41K +731 +0.2%
MP
81
Meghalaya Partners
Connecticut
$18M +$1.4M +25,000 +8%
Korea Investment Corp
82
Korea Investment Corp
South Korea
$18M -$4.23M -75,478 -18%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$17.7M -$38.4M -684,912 -67%
N
84
Nuveen
North Carolina
$17.2M -$14.9M -265,973 -45%
Aberdeen Group
85
Aberdeen Group
United Kingdom
$16.8M +$64.2K +1,146 +0.4%
AQR Capital Management
86
AQR Capital Management
Connecticut
$16.6M +$16.7M +297,718 +2,255%
WRF
87
Waddell & Reed Financial
Kansas
$16.2M +$143K +2,560 +0.9%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$15.9M +$362K +6,456 +2%
National Pension Service
89
National Pension Service
South Korea
$15.9M +$25.2K +450 +0.2%
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$15.4M +$4.54M +81,038 +39%
RCAMU
91
Rothschild & Co Asset Management US
Connecticut
$15M -$356K -6,357 -2%
PCM
92
Portolan Capital Management
Massachusetts
$14.8M +$876K +15,642 +6%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.9M -$7.62M -135,972 -34%
USAA
94
United Services Automobile Association
Texas
$13.9M +$900K +16,066 +7%
Victory Capital Management
95
Victory Capital Management
Texas
$13.9M -$635K -11,333 -4%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$13.8M +$475K +8,478 +3%
GIA
97
Gateway Investment Advisers
Ohio
$13.1M -$11K -196 -0.1%
DF
98
Donoghue Forlines
Massachusetts
$13M -$1.53M -27,272 -10%
CWM
99
CIBC World Markets
New York
$13M +$8.63M +153,975 +173%
BIM
100
Bogle Investment Management
Massachusetts
$12.7M +$13.3M +237,131 New

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.