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WRK

WestRock Company

Delisted

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

460 hedge funds and large institutions have $8.74B invested in WestRock Company in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 153 increasing their positions, 190 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $50.7M | Put options by funds: $15.6M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% less funds holding

Funds holding: 480460 (-20)

16% less capital invested

Capital invested by funds: $10.4B → $8.74B (-$1.63B)

19% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 190

25% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 75

Holders
460
Holders Change
-20
Holders Change %
-4.17%
% of All Funds
12.26%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
56
Increased
153
Reduced
190
Closed
75
Calls
$50.7M
Puts
$15.6M
Net Calls
+$35M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.06B -$82.4M -2,530,698 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$889M +$27.4M +840,990 +3%
State Street
3
State Street
Massachusetts
$662M +$25.7M +788,165 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$572M +$101M +3,100,411 +24%
Capital World Investors
5
Capital World Investors
California
$306M +$54.2M +1,664,850 +24%
BFA
6
BlackRock Fund Advisors
California
$293M +$117M +3,593,139 +76%
BIT
7
BlackRock Institutional Trust
California
$291M -$23.1M -709,228 -8%
Boston Partners
8
Boston Partners
Massachusetts
$254M +$14.5M +445,316 +7%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$221M +$77.3M +2,373,571 +61%
SV
10
Starboard Value
New York
$178M +$1.81M +55,495 +1%
Franklin Resources
11
Franklin Resources
California
$156M +$435K +13,340 +0.3%
RL
12
Ruffer LLP
United Kingdom
$149M +$9.5M +291,756 +7%
BG
13
BlackRock Group
United Kingdom
$142M +$32.2M +988,551 +32%
BA
14
BlackRock Advisors
Delaware
$127M +$57.9M +1,777,855 +97%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$122M +$19.1M +585,444 +20%
Northern Trust
16
Northern Trust
Illinois
$107M -$2.9M -88,945 -3%
Goldman Sachs
17
Goldman Sachs
New York
$107M -$12.6M -388,247 -11%
American Century Companies
18
American Century Companies
Missouri
$101M +$24.3M +745,437 +35%
VFA
19
Virtus Fund Advisers
Connecticut
$96.6M -$9.62M -295,337 -10%
Norges Bank
20
Norges Bank
Norway
$95.3M -$3.4M -104,377 -4%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$94.4M -$5.51M -169,237 -6%
LCM
22
Lakewood Capital Management
New York
$93.6M -$5.07M -155,497 -6%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$87.2M -$7.31M -224,498 -8%
SAM
24
Southernsun Asset Management
Tennessee
$77.5M +$2.1M +64,514 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$68.7M +$1.04M +31,989 +2%