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WRK

WestRock Company

Delisted

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

603 hedge funds and large institutions have $14.6B invested in WestRock Company in 2018 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 196 increasing their positions, 224 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $33M | Put options by funds: $16.8M

78% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 54

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more funds holding

Funds holding: 567603 (+36)

2% more capital invested

Capital invested by funds: $14.3B → $14.6B (+$282M)

13% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 224

Holders
603
Holders Change
+36
Holders Change %
+6.35%
% of All Funds
13.82%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
96
Increased
196
Reduced
224
Closed
54
Calls
$33M
Puts
$16.8M
Net Calls
+$16.2M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B +$41.3M +625,843 +2%
Capital World Investors
2
Capital World Investors
California
$1.57B +$82.6M +1,250,000 +5%
BlackRock
3
BlackRock
New York
$1.39B -$76.2M -1,153,597 -5%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.09B -$85.7M -1,296,865 -7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$932M +$43.9M +664,924 +5%
State Street
6
State Street
Massachusetts
$711M -$10.1M -152,251 -1%
Boston Partners
7
Boston Partners
Massachusetts
$517M -$38.6M -583,972 -7%
American Century Companies
8
American Century Companies
Missouri
$284M -$13.3M -201,130 -4%
Ameriprise
9
Ameriprise
Minnesota
$225M +$82.1M +1,243,596 +55%
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$216M +$108M +1,630,943 +94%
Norges Bank
11
Norges Bank
Norway
$208M +$42.2M +639,034 +25%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$198M +$15M +227,249 +8%
LCM
13
Lakewood Capital Management
New York
$187M +$47.7M +722,000 +33%
Northern Trust
14
Northern Trust
Illinois
$178M -$5.6M -84,744 -3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$167M +$76.4K +1,156 +0%
Goldman Sachs
16
Goldman Sachs
New York
$159M +$6.14M +92,969 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$154M +$114M +1,725,807 +258%
Ninety One (UK)
18
Ninety One (UK)
United Kingdom
$151M +$2.19M +33,166 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$142M -$38.4M -580,728 -21%
Bank of America
20
Bank of America
North Carolina
$108M +$19.5M +295,159 +21%
Franklin Resources
21
Franklin Resources
California
$106M -$118M -1,785,369 -52%
PP
22
Patten & Patten
Tennessee
$92.8M +$166K +2,508 +0.2%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$92.2M -$28.5M -430,719 -23%
GC
24
Guggenheim Capital
Illinois
$88.2M -$10.7M -162,401 -11%
IAMU
25
Impax Asset Management (UK)
United Kingdom
$85M +$4.8M +72,715 +6%

WRK Hedge Fund Activity: Q1 2018 in Review

603 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q1 2018, worth a combined $14.6B — up 2% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new WRK positions and 54 closed out — a net gain of 42 holders — while 196 added to existing stakes and 224 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $114M. The largest seller was Franklin Resources, cutting an estimated $118M.

  • 603 institutional investors held WestRock Company (WRK) as of Q1 2018, up from 567 in Q4 2017.
  • Funds reported $14.6B of WestRock Company stock for Q1 2018, up 2% quarter-over-quarter.
  • 96 funds opened new WestRock Company positions in Q1 2018 and 54 closed out, a net change of +42 holders.
  • The largest WestRock Company buyer in Q1 2018 was Royal Bank of Canada, an estimated $114M added.
  • The largest WestRock Company seller in Q1 2018 was Franklin Resources, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2018.