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WRK

WestRock Company

Delisted

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

503 hedge funds and large institutions have $11.6B invested in WestRock Company in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 195 increasing their positions, 187 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $35M | Put options by funds: $8.38M

24% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 42

4% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 187

2% more capital invested

Capital invested by funds: $11.4B → $11.6B (+$233M)

0% more funds holding

Funds holding: 502503 (+1)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
503
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
12.52%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
52
Increased
195
Reduced
187
Closed
42
Calls
$35M
Puts
$8.38M
Net Calls
+$26.7M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34B +$58.3M +1,105,605 +4%
BlackRock
2
BlackRock
New York
$1.17B +$1.15B +21,807,090 +3,569%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.02B +$40.8M +772,990 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$876M -$53.5M -1,013,393 -6%
Capital World Investors
5
Capital World Investors
California
$863M
State Street
6
State Street
Massachusetts
$601M -$232M -4,391,707 -28%
Boston Partners
7
Boston Partners
Massachusetts
$471M -$66.7M -1,264,703 -12%
Franklin Resources
8
Franklin Resources
California
$186M -$18.5M -349,870 -9%
American Century Companies
9
American Century Companies
Missouri
$154M -$44.5M -842,689 -22%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$152M -$4.44M -84,137 -3%
Citadel Advisors
11
Citadel Advisors
Florida
$151M +$114M +2,159,038 +292%
Northern Trust
12
Northern Trust
Illinois
$142M +$418K +7,929 +0.3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$135M +$2.81M +53,323 +2%
Norges Bank
14
Norges Bank
Norway
$133M +$8.26M +156,488 +7%
AQR Capital Management
15
AQR Capital Management
Connecticut
$129M +$107M +2,034,341 +450%
Goldman Sachs
16
Goldman Sachs
New York
$129M +$56.8M +1,076,083 +77%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$128M +$10.8M +204,010 +9%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$115M +$548K +10,377 +0.5%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$109M +$3.07M +58,178 +3%
JHIU
20
Janus Henderson Investors US
Colorado
$109M +$66.3M +1,256,498 +150%
Ninety One (UK)
21
Ninety One (UK)
United Kingdom
$82M -$621K -11,774 -0.7%
SAM
22
Southernsun Asset Management
Tennessee
$79.6M -$4.19M -79,400 -5%
GC
23
Guggenheim Capital
Illinois
$79.1M +$11.4M +215,999 +17%
PP
24
Patten & Patten
Tennessee
$73M -$200K -3,790 -0.3%
LCM
25
Lakewood Capital Management
New York
$71.6M -$29.6M -560,000 -29%

WRK Hedge Fund Activity: Q1 2017 in Review

503 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q1 2017, worth a combined $11.6B — up 2% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new WRK positions and 42 closed out — a net gain of 10 holders — while 195 added to existing stakes and 187 trimmed.

The largest buyer was BlackRock, adding an estimated $1.15B. The largest seller was State Street, cutting an estimated $232M.

  • 503 institutional investors held WestRock Company (WRK) as of Q1 2017, up from 502 in Q4 2016.
  • Funds reported $11.6B of WestRock Company stock for Q1 2017, up 2% quarter-over-quarter.
  • 52 funds opened new WestRock Company positions in Q1 2017 and 42 closed out, a net change of +10 holders.
  • The largest WestRock Company buyer in Q1 2017 was BlackRock, an estimated $1.15B added.
  • The largest WestRock Company seller in Q1 2017 was State Street, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2017.