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WRK

WestRock Company

Delisted

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

587 hedge funds and large institutions have $8.38B invested in WestRock Company in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 213 increasing their positions, 198 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 198

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $21M

6% less funds holding

Funds holding: 626587 (-39)

28% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 120

28% less capital invested

Capital invested by funds: $11.7B → $8.38B (-$3.31B)

Holders
587
Holders Change
-39
Holders Change %
-6.23%
% of All Funds
13.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
87
Increased
213
Reduced
198
Closed
120
Calls
$20.4M
Puts
$21M
Net Calls
-$591K
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B +$25.8M +585,114 +2%
Capital World Investors
2
Capital World Investors
California
$1.03B +$87.9M +1,993,024 +8%
BlackRock
3
BlackRock
New York
$846M +$108M +2,445,795 +12%
State Street
4
State Street
Massachusetts
$412M -$25.3M -574,304 -5%
JP Morgan Chase
5
JP Morgan Chase
New York
$410M -$210M -4,768,746 -31%
Goldman Sachs
6
Goldman Sachs
New York
$245M +$120M +2,714,770 +72%
American Century Companies
7
American Century Companies
Missouri
$241M +$28.8M +652,024 +11%
LSV Asset Management
8
LSV Asset Management
Illinois
$221M +$199M +4,500,770 +333%
Boston Partners
9
Boston Partners
Massachusetts
$169M -$64.9M -1,471,612 -25%
Norges Bank
10
Norges Bank
Norway
$141M +$22.9M +518,172 +16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$138M +$13.1M +297,507 +9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$133M +$60.8M +1,379,176 +64%
LCM
13
Lakewood Capital Management
New York
$131M -$23M -520,310 -13%
Northern Trust
14
Northern Trust
Illinois
$111M +$2.98M +67,472 +2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$98M -$2.11M -47,856 -2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$85.6M -$49.5M -1,121,914 -33%
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$83.7M +$511K +11,591 +0.5%
Ameriprise
18
Ameriprise
Minnesota
$80.9M +$1.25M +28,257 +1%
Millennium Management
19
Millennium Management
New York
$80.6M +$45.3M +1,026,996 +93%
Impax Asset Management Group
20
Impax Asset Management Group
United Kingdom
$73.6M +$7.1M +160,865 +9%
Invesco
21
Invesco
Georgia
$64.7M +$8.15M +184,795 +12%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$61.7M +$34M +771,172 +89%
Franklin Resources
23
Franklin Resources
California
$59.5M -$3.69M -83,665 -5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$58.4M -$49.7M -1,127,010 -42%
Deutsche Bank
25
Deutsche Bank
Germany
$58.3M -$72M -1,632,947 -51%