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WRK

WestRock Company

Delisted

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

587 hedge funds and large institutions have $8.38B invested in WestRock Company in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 213 increasing their positions, 198 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 198

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $21M

6% less funds holding

Funds holding: 626587 (-39)

28% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 120

28% less capital invested

Capital invested by funds: $11.7B → $8.38B (-$3.31B)

Holders
587
Holders Change
-39
Holders Change %
-6.23%
% of All Funds
13.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
87
Increased
213
Reduced
198
Closed
120
Calls
$20.4M
Puts
$21M
Net Calls
-$591K
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
101
Bogle Investment Management
Massachusetts
$8.77M -$210K -4,756 -2%
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$8.7M +$1.03M +23,261 +11%
RA
103
Rovida Advisors
Florida
$8.49M +$3.31M +75,000 +50%
AL
104
Arnhold LLC
New York
$8.34M +$2.41M +54,704 +33%
EVM
105
Eaton Vance Management
Massachusetts
$8.34M +$311K +7,045 +3%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$8.21M -$1.77M -40,101 -16%
KL
107
KGH Ltd
Bahamas
$7.9M +$1.62M +36,765 +21%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$7.88M -$34.9K -792 -0.4%
SB
109
Suntrust Banks
Georgia
$7.77M -$48.2K -1,093 -0.5%
PAM
110
Panagora Asset Management
Massachusetts
$7.62M +$2.94M +66,552 +49%
SFM
111
Systematic Financial Management
New Jersey
$7.6M -$6.49M -147,231 -42%
Macquarie Group
112
Macquarie Group
Australia
$7.58M +$1.7M +38,530 +24%
CA
113
CapWealth Advisors
Tennessee
$7.57M +$1.4M +31,811 +19%
Handelsbanken Fonder
114
Handelsbanken Fonder
Sweden
$7.55M
1832 Asset Management
115
1832 Asset Management
Ontario, Canada
$7.36M +$7.46M +169,113 +653%
PP
116
Prudential plc
United Kingdom
$7.14M +$845K +19,160 +11%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$7.13M +$2.26M +51,205 +37%
UBS Group
118
UBS Group
Switzerland
$6.78M -$11.8M -266,807 -60%
BCIM
119
British Columbia Investment Management
British Columbia, Canada
$6.58M +$1.11M +25,081 +17%
Man Group
120
Man Group
United Kingdom
$6.44M +$6.88M +156,007 +1,071%
RFC
121
Regions Financial Corp
Alabama
$6.02M -$14.3M -324,011 -67%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$5.92M -$2.79M -63,226 -29%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$5.9M -$177K -4,020 -3%
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$5.6M +$6.55M +148,395 New
LAM
125
Lapides Asset Management
Connecticut
$5.56M -$3.77M -85,540 -37%

WRK Hedge Fund Activity: Q4 2018 in Review

587 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q4 2018, worth a combined $8.38B — down 28% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of WRK and 87 opened new positions — a net loss of 33 holders — while 198 trimmed existing stakes and 213 added.

The largest buyer was LSV Asset Management, adding an estimated $199M. The largest seller was JP Morgan Chase, cutting an estimated $210M.

  • 587 institutional investors held WestRock Company (WRK) as of Q4 2018, down from 626 in Q3 2018.
  • Funds reported $8.38B of WestRock Company stock for Q4 2018, down 28% quarter-over-quarter.
  • 87 funds opened new WestRock Company positions in Q4 2018 and 120 closed out, a net change of -33 holders.
  • The largest WestRock Company buyer in Q4 2018 was LSV Asset Management, an estimated $199M added.
  • The largest WestRock Company seller in Q4 2018 was JP Morgan Chase, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2018.