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WRK

WestRock Company

Delisted

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

604 hedge funds and large institutions have $9.16B invested in WestRock Company in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 205 increasing their positions, 196 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 49

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

19% more capital invested

Capital invested by funds: $7.7B → $9.16B (+$1.46B)

14% more call options, than puts

Call options by funds: $63.2M | Put options by funds: $55.5M

10% more funds holding

Funds holding: 547604 (+57)

5% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 196

Holders
604
Holders Change
+57
Holders Change %
+10.42%
% of All Funds
11.9%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.24%
New
117
Increased
205
Reduced
196
Closed
49
Calls
$63.2M
Puts
$55.5M
Net Calls
+$7.77M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B +$13.3M +342,214 +1%
BlackRock
2
BlackRock
New York
$1.17B +$3.81M +97,588 +0.4%
Capital World Investors
3
Capital World Investors
California
$524M -$221M -5,663,283 -32%
State Street
4
State Street
Massachusetts
$519M -$1.26M -32,364 -0.3%
JP Morgan Chase
5
JP Morgan Chase
New York
$352M -$24M -616,199 -7%
LSV Asset Management
6
LSV Asset Management
Illinois
$254M -$6.26M -160,434 -3%
Citadel Advisors
7
Citadel Advisors
Florida
$245M +$62.7M +1,608,975 +39%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$184M +$6.94M +177,900 +4%
Invesco
9
Invesco
Georgia
$152M -$1.66M -42,664 -1%
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$147M +$40.6M +1,040,586 +43%
Impax Asset Management Group
11
Impax Asset Management Group
United Kingdom
$142M +$16M +410,597 +14%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$137M +$2.39M +61,226 +2%
Northern Trust
13
Northern Trust
Illinois
$129M +$2.79M +71,555 +2%
Goldman Sachs
14
Goldman Sachs
New York
$126M +$42.1M +1,079,514 +58%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$119M -$23.5M -603,822 -18%
Norges Bank
16
Norges Bank
Norway
$107M
American Century Companies
17
American Century Companies
Missouri
$91.5M +$83.1M +2,131,536 New
Charles Schwab
18
Charles Schwab
California
$80.2M +$2.2M +56,317 +3%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$78.7M +$62.8M +1,610,187 +717%
Legal & General Group
20
Legal & General Group
United Kingdom
$78M +$620K +15,908 +0.9%
Millennium Management
21
Millennium Management
New York
$69.9M -$83.3M -2,134,876 -57%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$68.1M +$2.45M +62,923 +4%
N
23
Nuveen
North Carolina
$65.4M -$7.99M -204,984 -12%
CCM
24
Causeway Capital Management
California
$65.3M +$59.4M +1,522,348 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$58.6M +$5.97M +153,113 +13%

WRK Hedge Fund Activity: Q4 2019 in Review

604 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q4 2019, worth a combined $9.16B — up 19% from $7.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new WRK positions and 49 closed out — a net gain of 68 holders — while 205 added to existing stakes and 196 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $83.1M. The largest seller was Capital World Investors, cutting an estimated $221M.

  • 604 institutional investors held WestRock Company (WRK) as of Q4 2019, up from 547 in Q3 2019.
  • Funds reported $9.16B of WestRock Company stock for Q4 2019, up 19% quarter-over-quarter.
  • 117 funds opened new WestRock Company positions in Q4 2019 and 49 closed out, a net change of +68 holders.
  • The largest WestRock Company buyer in Q4 2019 was American Century Companies, an estimated $83.1M added.
  • The largest WestRock Company seller in Q4 2019 was Capital World Investors, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2019.