WLK WESTLAKE CORP
Executive Summary
An institutional cluster in Westlake Corp (WLK) for Q1 2026 reveals a mixed picture: 21 buyers with net inflows of ~$579.7M and 20 sellers reducing by ~$193.0M, for a net inflow of ~$386.7M. Key active buyers include Capital World Investors (doubled to $491.9M), Balyasny Asset Management (new $43.2M), and Schroder Investment Management (new $43.4M), while major sellers Wellington Management ($102.6M trimmed), Norges Bank (full exit $13.4M), and Victory Capital Management (near-exit $77.1M) signal caution. The divergence among sophisticated active managers warrants neutral-to-mixed read, as the historical win rate on this ticker is low (30% T+20) and segment calibration suggests downside risk, which tempers the cluster's bullish signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $386.7M
▲ Buyers (21)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Capital World Investors | DOUBLED | +93.9% | $491.9M | $331.4M |
| Fidelity | DOUBLED | +473.5% | $153.3M | $136.4M |
| Balyasny Asset Management | NEW | — | $43.2M | $43.2M |
| Schroder Investment Management | NEW | — | $43.4M | $43.4M |
| Mackenzie Financial | DOUBLED | +262.9% | $8.4M | $6.9M |
▼ Sellers (20)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Wellington Management Group | TRIM | -57.5% | $312.1M | -$102.6M |
| Victory Capital Management | NEAR_EXIT | -95.9% | $82.4M | -$77.0M |
| Norges Bank | EXIT | -100% | $13.4M | -$13.4M |
| Morgan Stanley | TRIM | -36% | $56.2M | $668.0K |
| California Public Employees Ret | TRIM | -46.5% | $3.5M | -$536.9K |
Actionable Insight
The divergence between aggressive active buyers and high-conviction sellers limits the directional signal. Monitor upcoming earnings and any macro/industry catalysts for WLK that could resolve the thesis disagreement. The 30% historical win rate suggests caution — consider waiting for confirmation of catalyst alignment before following the buyer cluster.
Key Facts
- 21 institutions added ~$579.7M in new WLK holdings vs 20 sellers reducing by ~$193.0M — net inflow ~$386.7M
- Capital World Investors doubled position to $491.9M (93.9% shares increase), the largest buyer by dollar value
- Balyasny Asset Management and Schroder Investment opened new positions worth ~$43.2M and ~$43.4M respectively
- Wellington Management trimmed 57.5% of its stake, selling ~$102.6M — the largest seller
- Victory Capital Management nearly exited (95.9% reduction, ~$77.1M sold)
- Fidelity (passive) doubled its position to $153.3M (+473.5% shares), likely reflecting index rebalancing
- Historical calibration shows a 30% T+20 win rate and net negative alpha in this segment, moderating signal conviction
Financial Impact
Net institutional inflow of ~$386.7M (buyers added $579.7M, sellers reduced $193.0M) against an $11.3B market cap
Risk Factors
- Large sellers (Wellington, Victory, Norges) may reflect fundamental concerns unknown to the market
- 13F data has 45-day lag — positions may already be unwound or reversed
- Historical calibration shows negative avg alpha at T+20 for WLK cluster reports, indicating poor performance following similar setups
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-WLK-2026-Q1 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 15, 2026
5d ago
|
8-K
| $84.33 $83.48 | ▼ −1.01% | ▲ +0.24% | — |
|
Jun 14, 2026
7d ago
|
Institutional Cluster
| $87.45 $83.78 | ▼ −4.19% | ▼ −3.62% | — |
|
May 5, 2026
6w ago
|
8-K
| $104.29 $99.11 | ▲ +4.97% | ▲ +6.35% | — |
|
Apr 20, 2026
8w ago
|
8-K
| $115.44 $113.62 | ▼ −1.58% | ▼ −2.60% | — |
|
Apr 14, 2026
9w ago
|
8-K
| $117.84 $115.25 | ▲ +2.20% | ▲ +2.97% | — |
|
Apr 6, 2026
10w ago
|
8-K
| $119.51 $123.36 | ▲ +3.22% | ▲ +3.16% | — |
|
Apr 2, 2026
11w ago
|
8-K
| $119.21 $119.53 | ▲ +0.27% | ▼ −0.21% | — |
|
Apr 2, 2026
11w ago
|
DEFA14A
| $119.21 $119.53 | ▲ +0.27% | ▼ −0.21% | — |
|
Mar 30, 2026
11w ago
|
144
| $116.82 $116.42 | ▼ −0.34% | ▼ −1.09% | — |
|
Mar 27, 2026
12w ago
|
144
| $116.00 $116.15 | ▲ +0.13% | ▼ −2.76% | — |
US Market Status
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