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WRK

WestRock Company

Delisted

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

611 hedge funds and large institutions have $9.42B invested in WestRock Company in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 179 increasing their positions, 246 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

31% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 72

18% more capital invested

Capital invested by funds: $7.98B → $9.42B (+$1.45B)

3% more funds holding

Funds holding: 593611 (+18)

12% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $26.8M

27% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 246

Holders
611
Holders Change
+18
Holders Change %
+3.04%
% of All Funds
8.91%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.25%
New
94
Increased
179
Reduced
246
Closed
72
Calls
$23.7M
Puts
$26.8M
Net Calls
-$3.1M
Net Calls Change
-$50M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.29B -$3.69M -96,036 -0.3%
BlackRock
2
BlackRock
New York
$1.04B -$25.3M -658,458 -3%
GA
3
Greenhaven Associates
New York
$557M -$4.2M -109,149 -0.8%
State Street
4
State Street
Massachusetts
$476M -$4.29M -111,466 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$275M -$148M -3,840,481 -37%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$242M +$5.05M +131,391 +2%
DKCM
7
Davidson Kempner Capital Management
New York
$237M +$175M +4,550,051 +394%
Morgan Stanley
8
Morgan Stanley
New York
$214M +$93.1M +2,421,617 +88%
Norges Bank
9
Norges Bank
Norway
$198M -$8.83M -229,623 -5%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$181M -$26M -675,644 -13%
Invesco
11
Invesco
Georgia
$179M -$31.5M -819,443 -16%
JP Morgan Chase
12
JP Morgan Chase
New York
$155M +$29.9M +776,761 +26%
Pictet Asset Management
13
Pictet Asset Management
Switzerland
$143M -$117M -3,042,273 -47%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$129M -$32.5M -845,308 -21%
WCMNY
15
Westchester Capital Management (New York)
New York
$127M +$88.2M +2,294,371 +298%
SCM
16
Segantii Capital Management
Hong Kong
$121M +$48M +1,247,561 +75%
Charles Schwab
17
Charles Schwab
California
$109M +$3.08M +80,098 +3%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$108M -$21.9M -569,884 -18%
Northern Trust
19
Northern Trust
Illinois
$105M -$6.37M -165,624 -6%
Millennium Management
20
Millennium Management
New York
$103M +$52.6M +1,368,168 +123%
PCM
21
Pentwater Capital Management
Florida
$102M +$28.5M +740,529 +43%
Citigroup
22
Citigroup
New York
$100M +$66.1M +1,718,149 +245%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$96.9M +$6.17M +160,455 +7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$95.6M -$14.6M -378,734 -14%
Goldman Sachs
25
Goldman Sachs
New York
$93.7M -$3.52M -91,430 -4%