Westlake Ownership | Who Owns Westlake?
Westlake Ownership Summary
Westlake is owned by 26.37% institutional investors, 73.35% insiders, and 0.27% retail investors. Fmr is the largest institutional shareholder, holding 3.20% of WLK shares. Victory Sycamore Established Value R is the top mutual fund, with 1.47% of its assets in Westlake shares.
WLK Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Westlake | 26.37% | 73.35% | 0.27% |
Sector | Basic Materials Stocks | 52.31% | 10.30% | 37.39% |
Industry | Chemicals - Specialty Stocks List | 62.31% | 8.24% | 29.44% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Fmr | 4.11M | 3.20% | $595.63M |
Vanguard group | 3.84M | 2.99% | $556.39M |
Blackrock | 3.41M | 2.65% | $493.55M |
Victory capital management | 2.84M | 2.22% | $411.76M |
Orbis allan gray | 2.78M | 2.17% | $402.48M |
Capital world investors | 1.33M | 1.04% | $193.28M |
State street | 1.19M | 0.93% | $172.17M |
Nuveen asset management | 942.33K | 0.73% | $136.47M |
Dimensional fund advisors lp | 926.95K | 0.72% | $134.25M |
Mirae asset global etfs | 816.15K | 0.64% | $118.19M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Robotti robert | 164.30K | 3.73% | $23.79M |
Orbis allan gray | 2.78M | 2.51% | $402.48M |
Contravisory investment management | 60.89K | 1.95% | $8.82M |
Appian way asset management lp | 48.84K | 1.81% | $7.07M |
Merewether investment management, lp | 223.37K | 1.71% | $32.35M |
Jade capital advisors | 14.00K | 1.43% | $2.03M |
Dorsey wright & associates | 21.99K | 0.83% | $3.19M |
Sprott | 65.00K | 0.70% | $9.41M |
Scopus asset management | 186.75K | 0.54% | $27.05M |
Yorktown management & research | 3.05K | 0.47% | $441.70K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Mirae asset global etfs | 816.15K | 0.28% | 816.15K |
Vanguard group | 3.84M | 0.01% | 479.96K |
Norges bank | 395.34K | 0.01% | 395.34K |
Nuveen asset management | 942.33K | 0.04% | 324.21K |
Jane street group | 218.81K | 0.01% | 210.29K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Pacer advisors | 14.52K | 0.00% | -1.35M |
Mirae asset global investments | 1.09K | 0.00% | -565.46K |
Bank of america corp /de/ | - | - | -403.20K |
Victory capital management | 2.84M | 0.41% | -365.92K |
Susquehanna group, llp | 18.90K | 0.00% | -294.20K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Mirae asset global etfs | 816.15K | 0.28% | 816.15K | $118.19M |
Norges bank | 395.34K | 0.01% | 395.34K | $57.25M |
1832 asset management | 187.67K | 0.02% | 187.67K | $27.18M |
Moore capital management, lp | 98.85K | 0.25% | 98.85K | $14.32M |
Hrt financial lp | 82.38K | 0.07% | 82.38K | $11.93M |
Sold Out
Holder | Change |
---|---|
Abound wealth management | -1.00 |
Tfo-tdc | -2.00 |
Corefirst bank & trust | -50.00 |
Distillate capital partners | -95.00 |
Corecap advisors | -133.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 389 | 10.83% | 33,851,369 | -0.84% | 26 | 3.73% | 189 | 13.17% | 132 | 15.79% |
Mar 31, 2024 | 351 | -1.96% | 34,136,899 | -4.49% | 26 | 3.40% | 167 | 5.03% | 114 | -14.93% |
Dec 31, 2023 | 358 | 6.55% | 35,740,537 | -2.30% | 27 | 3.42% | 159 | 26.19% | 134 | -6.94% |
Sep 30, 2023 | 336 | -2.89% | 36,581,570 | 0.05% | 28 | 3.49% | 126 | -16.00% | 144 | 12.50% |
Jun 30, 2023 | 346 | -0.57% | 36,564,245 | -4.02% | 28 | 3.21% | 150 | -5.06% | 128 | 3.23% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Victory Sycamore Established Value R | 1.89M | 1.47% | 125.00K |
American Funds Fundamental Invs A | 1.27M | 0.99% | -49.74K |
Capital Group Fundamental Invtrs Comp | 1.27M | 0.99% | -49.74K |
Vanguard Total Stock Mkt Idx Inv | 1.23M | 0.95% | 1.02K |
iShares Core S&P Mid-Cap ETF | 1.05M | 0.82% | 576.00 |
Global X US Infrastructure Dev ETF | 794.15K | 0.62% | - |
Orbis Global Equity Investor | 691.16K | 0.54% | 28.37K |
Vanguard Institutional Extnd Mkt Idx Tr | 493.65K | 0.38% | 6.20K |
Vanguard Small Cap Index | 482.51K | 0.38% | -5.59K |
First Trust SMID Cp Rising Div Achv ETF | 462.50K | 0.36% | 1.57K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
May 09, 2024 | Buesinger Robert F. | EVP, HIP, IT & Digital | Sell | $554.75K |
May 03, 2024 | Bender Mark Steven | EVP & CFO | Sell | $753.34K |
Mar 15, 2024 | Buesinger Robert F. | EVP, HIP, IT & Digital | Sell | $560.37K |
Mar 13, 2024 | Buesinger Robert F. | EVP, HIP, IT & Digital | Sell | $17.63K |
Mar 06, 2024 | Bender Mark Steven | EVP & CFO | Sell | $677.46K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q3 | - | - |
2024 Q2 | - | 2 |
2024 Q1 | - | 4 |
2023 Q4 | - | 1 |
2023 Q3 | - | 1 |
WLK Ownership FAQ
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