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WRK

WestRock Company

Delisted

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

625 hedge funds and large institutions have $12.6B invested in WestRock Company in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 237 increasing their positions, 206 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $15.6M

50% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 52

15% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 206

4% more funds holding

Funds holding: 603625 (+22)

13% less capital invested

Capital invested by funds: $14.6B → $12.6B (-$1.97B)

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
625
Holders Change
+22
Holders Change %
+3.65%
% of All Funds
14.31%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
78
Increased
237
Reduced
206
Closed
52
Calls
$41.4M
Puts
$15.6M
Net Calls
+$25.8M
Net Calls Change
+$9.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.6B +$27.8M +453,055 +2%
Capital World Investors
2
Capital World Investors
California
$1.39B -$1.84M -29,948 -0.1%
BlackRock
3
BlackRock
New York
$1.12B -$124M -2,014,181 -9%
JP Morgan Chase
4
JP Morgan Chase
New York
$921M -$52.2M -850,514 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$785M -$46.5M -757,616 -5%
State Street
6
State Street
Massachusetts
$639M +$7.86M +128,087 +1%
Boston Partners
7
Boston Partners
Massachusetts
$465M +$5.49M +89,561 +1%
American Century Companies
8
American Century Companies
Missouri
$274M +$23.1M +375,908 +8%
LCM
9
Lakewood Capital Management
New York
$206M +$43.9M +715,000 +25%
Norges Bank
10
Norges Bank
Norway
$187M +$2.48M +40,466 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$184M +$7.94M +129,494 +4%
Northern Trust
12
Northern Trust
Illinois
$165M +$6.93M +113,015 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$148M +$217K +3,544 +0.1%
Goldman Sachs
14
Goldman Sachs
New York
$142M +$1.55M +25,231 +1%
Ninety One (UK)
15
Ninety One (UK)
United Kingdom
$141M +$6.63M +108,110 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$138M +$1.12M +18,272 +0.8%
Ameriprise
17
Ameriprise
Minnesota
$137M -$66.2M -1,079,857 -31%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$125M -$623K -10,158 -0.5%
Franklin Resources
19
Franklin Resources
California
$94.5M +$116K +1,896 +0.1%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$83.8M +$15M +243,845 +20%
Invesco
21
Invesco
Georgia
$82.9M +$61.7M +1,005,509 +224%
Bank of America
22
Bank of America
North Carolina
$81.5M -$15.2M -247,082 -15%
IAMU
23
Impax Asset Management (UK)
United Kingdom
$81M +$5.84M +95,252 +7%
Millennium Management
24
Millennium Management
New York
$80.4M +$34.8M +567,809 +67%
PP
25
Patten & Patten
Tennessee
$79.6M -$3M -48,965 -3%

WRK Hedge Fund Activity: Q2 2018 in Review

625 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q2 2018, worth a combined $12.6B — down 13% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new WRK positions and 52 closed out — a net gain of 26 holders — while 237 added to existing stakes and 206 trimmed.

The largest buyer was Invesco, adding an estimated $61.7M. The largest seller was Adage Capital Partners, cutting an estimated $144M.

  • 625 institutional investors held WestRock Company (WRK) as of Q2 2018, up from 603 in Q1 2018.
  • Funds reported $12.6B of WestRock Company stock for Q2 2018, down 13% quarter-over-quarter.
  • 78 funds opened new WestRock Company positions in Q2 2018 and 52 closed out, a net change of +26 holders.
  • The largest WestRock Company buyer in Q2 2018 was Invesco, an estimated $61.7M added.
  • The largest WestRock Company seller in Q2 2018 was Adage Capital Partners, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2018.