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WRK

WestRock Company

Delisted

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

572 hedge funds and large institutions have $6.53B invested in WestRock Company in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 202 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

18% more call options, than puts

Call options by funds: $28.8M | Put options by funds: $24.5M

2% more funds holding

Funds holding: 562572 (+10)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $6.79B → $6.53B (-$252M)

9% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 221

Holders
572
Holders Change
+10
Holders Change %
+1.78%
% of All Funds
8.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
202
Reduced
221
Closed
48
Calls
$28.8M
Puts
$24.5M
Net Calls
+$4.3M
Net Calls Change
-$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$920M +$9.52M +328,071 +1%
BlackRock
2
BlackRock
New York
$768M -$3.32M -114,565 -0.4%
GA
3
Greenhaven Associates
New York
$394M +$25.4M +874,750 +7%
State Street
4
State Street
Massachusetts
$348M +$44.6M +1,538,825 +15%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$313M +$41.6M +1,434,973 +15%
PAMS
6
Pictet Asset Management (Switzerland)
Switzerland
$225M +$104M +3,583,288 +86%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$163M +$8.1M +279,006 +5%
Invesco
8
Invesco
Georgia
$161M -$13.2M -455,370 -8%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$144M +$9.58M +330,241 +7%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$141M +$2.25M +77,494 +2%
Norges Bank
11
Norges Bank
Norway
$121M -$3.51M -121,018 -3%
Impax Asset Management Group
12
Impax Asset Management Group
United Kingdom
$121M -$32.2M -1,109,209 -21%
LSV Asset Management
13
LSV Asset Management
Illinois
$117M -$8.82M -304,100 -7%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$106M +$3.77M +130,102 +4%
JP Morgan Chase
15
JP Morgan Chase
New York
$83.7M +$10.2M +351,035 +14%
Morgan Stanley
16
Morgan Stanley
New York
$83.3M -$18.5M -639,005 -18%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$78.9M -$151K -5,199 -0.2%
AF
18
Atlas FRM
Connecticut
$78.5M +$78.3M +2,700,000 New
Charles Schwab
19
Charles Schwab
California
$71.9M +$2.37M +81,786 +3%
Northern Trust
20
Northern Trust
Illinois
$70.4M -$8.28M -285,488 -11%
Goldman Sachs
21
Goldman Sachs
New York
$69.2M +$21.2M +729,739 +44%
Prudential Financial
22
Prudential Financial
New Jersey
$67M -$27.9M -960,424 -36%
CCM
23
Causeway Capital Management
California
$61.4M -$155K -5,339 -0.3%
Barclays
24
Barclays
United Kingdom
$58.9M +$28.3M +975,371 +93%
Legal & General Group
25
Legal & General Group
United Kingdom
$49.8M +$5.29M +182,178 +12%