We are live on ! Find out more
SW

Smurfit Westrock

601 hedge funds and large institutions have $23.4B invested in Smurfit Westrock in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 195 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,882% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $1.71M

208% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 49

20% more funds holding

Funds holding: 502601 (+99)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4.8% more ownership

Funds ownership: 78.81%83.61% (+4.8%)

5% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 186

0% less capital invested

Capital invested by funds: $23.4B → $23.4B (-$3.6M)

Holders
601
Holders Change
+99
Holders Change %
+19.72%
% of All Funds
7.92%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
151
Increased
195
Reduced
186
Closed
49
Calls
$33.8M
Puts
$1.71M
Net Calls
+$32.1M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
226
Investors Research Corp
Georgia
$2.37M -$31.9K -627 -1%
GAM
227
Generali Asset Management
Italy
$2.34M +$2.76M +54,127 New
Bank Julius Baer & Co
228
Bank Julius Baer & Co
Switzerland
$2.33M +$2M +39,214 New
TCA
229
Troluce Capital Advisors
Puerto Rico
$2.32M -$2.53M -49,633 -54%
Rafferty Asset Management
230
Rafferty Asset Management
New York
$2.31M +$245K +4,805 +13%
Mirae Asset Global Investments
231
Mirae Asset Global Investments
South Korea
$2.31M +$488K +9,581 +29%
Truist Financial
232
Truist Financial
North Carolina
$2.3M +$1.14M +22,411 +111%
OPERF
233
Oregon Public Employees Retirement Fund
Oregon
$2.28M +$7.64K +150 +0.4%
BPCE
234
Bank Pictet & Cie (Europe)
Germany
$2.27M +$620K +12,166 +41%
FIM
235
Fruth Investment Management
Texas
$2.24M -$134K -2,636 -6%
ANRF
236
Adams Natural Resources Fund
Maryland
$2.22M
Macquarie Group
237
Macquarie Group
Australia
$2.2M +$1.24M +24,415 +69%
PAM
238
Panagora Asset Management
Massachusetts
$2.06M +$1.72M +33,673 +740%
WHG
239
Westwood Holdings Group
Texas
$2.03M -$64.6K -1,268 -3%
EI
240
Ethic Inc
New York
$2.02M +$1.91M +37,462 New
RIA
241
Recurrent Investment Advisors
Texas
$2M +$948K +18,619 +101%
MCM
242
Mainstay Capital Management
Michigan
$1.98M +$20.9K +410 +1%
TRCT
243
Tower Research Capital (TRC)
New York
$1.98M +$284K +5,573 +18%
HighTower Advisors
244
HighTower Advisors
Illinois
$1.96M -$223K -4,379 -11%
IEFM
245
IQ EQ Fund Management
Ireland
$1.91M -$256K -5,029 -12%
QCM
246
Quantinno Capital Management
New York
$1.89M +$262K +5,141 +17%
TAM
247
Timucuan Asset Management
Florida
$1.89M
SCM
248
Sterling Capital Management
North Carolina
$1.87M +$525K +10,312 +42%
AI
249
Atria Investments
North Carolina
$1.83M +$1.36M +26,727 +364%
KRS
250
Kentucky Retirement Systems
Kentucky
$1.83M -$23.8K -467 -1%