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WRK

WestRock Company

Delisted

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

599 hedge funds and large institutions have $9.85B invested in WestRock Company in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 212 increasing their positions, 196 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 77

3% more funds holding

Funds holding: 584599 (+15)

8% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 196

3% less call options, than puts

Call options by funds: $29.2M | Put options by funds: $30M

14% less capital invested

Capital invested by funds: $11.4B → $9.85B (-$1.59B)

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
599
Holders Change
+15
Holders Change %
+2.57%
% of All Funds
9.22%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.08%
New
100
Increased
212
Reduced
196
Closed
77
Calls
$29.2M
Puts
$30M
Net Calls
-$805K
Net Calls Change
+$7.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.35B +$2.96M +62,920 +0.2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$938M -$498M -10,591,188 -33%
BlackRock
3
BlackRock
New York
$926M -$7.11M -151,053 -0.7%
State Street
4
State Street
Massachusetts
$655M -$6.04M -128,391 -0.9%
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$312M +$4.25M +90,310 +1%
Nordea Investment Management
6
Nordea Investment Management
Sweden
$291M +$172M +3,647,538 +125%
Norges Bank
7
Norges Bank
Norway
$263M +$6.21M +131,997 +2%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$261M +$34.5M +732,028 +14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$260M +$30.7M +653,285 +13%
Invesco
10
Invesco
Georgia
$211M +$33.4M +710,695 +18%
LSV Asset Management
11
LSV Asset Management
Illinois
$199M -$4.44M -94,400 -2%
JP Morgan Chase
12
JP Morgan Chase
New York
$160M -$31.6M -671,976 -16%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$139M -$260K -5,526 -0.2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$139M -$56.9M -1,209,059 -28%
LPU
15
Lansdowne Partners (UK)
United Kingdom
$132M +$30.8M +654,946 +28%
Northern Trust
16
Northern Trust
Illinois
$126M -$2.87M -60,946 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$120M +$3.35M +71,181 +3%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$118M +$1.01M +21,524 +0.8%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$105M -$14M -297,869 -11%
Deutsche Bank
20
Deutsche Bank
Germany
$101M +$26.7M +566,617 +33%
Charles Schwab
21
Charles Schwab
California
$95.2M +$1.5M +31,866 +2%
CCM
22
Causeway Capital Management
California
$89.3M +$16.6M +351,794 +21%
Goldman Sachs
23
Goldman Sachs
New York
$79M +$3.24M +68,935 +4%
Morgan Stanley
24
Morgan Stanley
New York
$75.7M +$6.99M +148,440 +10%
Legal & General Group
25
Legal & General Group
United Kingdom
$75M -$7.75M -164,614 -9%

WRK Hedge Fund Activity: Q4 2021 in Review

599 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q4 2021, worth a combined $9.85B — down 14% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new WRK positions and 77 closed out — a net gain of 23 holders — while 212 added to existing stakes and 196 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $172M. The largest seller was T. Rowe Price Associates, cutting an estimated $498M.

  • 599 institutional investors held WestRock Company (WRK) as of Q4 2021, up from 584 in Q3 2021.
  • Funds reported $9.85B of WestRock Company stock for Q4 2021, down 14% quarter-over-quarter.
  • 100 funds opened new WestRock Company positions in Q4 2021 and 77 closed out, a net change of +23 holders.
  • The largest WestRock Company buyer in Q4 2021 was Nordea Investment Management, an estimated $172M added.
  • The largest WestRock Company seller in Q4 2021 was T. Rowe Price Associates, an estimated $498M sold.

Based on aggregated 13F filings for Q4 2021.