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WRK

WestRock Company

Delisted

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

502 hedge funds and large institutions have $11.4B invested in WestRock Company in 2016 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 167 increasing their positions, 196 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

19% more call options, than puts

Call options by funds: $25M | Put options by funds: $21.1M

4% more funds holding

Funds holding: 483502 (+19)

4% more capital invested

Capital invested by funds: $10.9B → $11.4B (+$432M)

15% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 196

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
502
Holders Change
+19
Holders Change %
+3.93%
% of All Funds
12.55%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.17%
New
77
Increased
167
Reduced
196
Closed
51
Calls
$25M
Puts
$21.1M
Net Calls
+$3.95M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.25B +$39.4M +801,717 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$956M -$2.56M -52,168 -0.3%
JP Morgan Chase
3
JP Morgan Chase
New York
$907M +$10.1M +205,773 +1%
Capital World Investors
4
Capital World Investors
California
$842M +$238M +4,840,664 +41%
State Street
5
State Street
Massachusetts
$809M -$2.4M -48,907 -0.3%
Boston Partners
6
Boston Partners
Massachusetts
$524M +$133M +2,707,167 +36%
BFA
7
BlackRock Fund Advisors
California
$439M +$24.8M +504,051 +6%
BIT
8
BlackRock Institutional Trust
California
$388M +$53.5M +1,087,643 +17%
Franklin Resources
9
Franklin Resources
California
$200M -$3.55M -72,169 -2%
American Century Companies
10
American Century Companies
Missouri
$193M -$8.51M -173,173 -4%
BG
11
BlackRock Group
United Kingdom
$167M +$8.41M +171,133 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$152M +$1.6M +32,517 +1%
Northern Trust
13
Northern Trust
Illinois
$138M +$1.31M +26,653 +1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$129M +$1.88M +38,226 +2%
Norges Bank
15
Norges Bank
Norway
$122M +$510K +10,371 +0.4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$115M +$5.6M +114,004 +5%
BA
17
BlackRock Advisors
Delaware
$114M -$5.96M -121,263 -5%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$112M -$124M -2,520,651 -53%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$104M +$95M +1,933,959 +1,838%
LCM
20
Lakewood Capital Management
New York
$98.3M -$16.8M -342,000 -15%
SAM
21
Southernsun Asset Management
Tennessee
$81.7M -$2.92M -59,315 -4%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$80.6M +$1.43M +29,008 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$76.5M -$1.91M -38,866 -3%
PP
24
Patten & Patten
Tennessee
$71.4M +$23.2K +472 +0%
Goldman Sachs
25
Goldman Sachs
New York
$71M +$4.5M +91,532 +7%

WRK Hedge Fund Activity: Q4 2016 in Review

502 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q4 2016, worth a combined $11.4B — up 4% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WRK positions and 51 closed out — a net gain of 26 holders — while 167 added to existing stakes and 196 trimmed.

The largest buyer was Capital World Investors, adding an estimated $238M. The largest seller was Ruffer LLP, cutting an estimated $191M.

  • 502 institutional investors held WestRock Company (WRK) as of Q4 2016, up from 483 in Q3 2016.
  • Funds reported $11.4B of WestRock Company stock for Q4 2016, up 4% quarter-over-quarter.
  • 77 funds opened new WestRock Company positions in Q4 2016 and 51 closed out, a net change of +26 holders.
  • The largest WestRock Company buyer in Q4 2016 was Capital World Investors, an estimated $238M added.
  • The largest WestRock Company seller in Q4 2016 was Ruffer LLP, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2016.