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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
LBC
251
Lowe Brockenbrough & Co
Virginia
$1.78M -$74.6K -1,464 -4%
Cambridge Investment Research Advisors
252
Cambridge Investment Research Advisors
Iowa
$1.76M -$889K -17,458 -35%
TI
253
Tidal Investments
Wisconsin
$1.76M -$69K -1,355 -4%
OAC
254
OMERS Administration Corp
Ontario, Canada
$1.72M +$1.17M +23,031 +258%
GT
255
Glenmede Trust
Pennsylvania
$1.71M +$31.1K +610 +2%
OGC
256
One68 Global Capital
New York
$1.69M +$1.6M +31,326 New
JFG
257
Jefferies Financial Group
New York
$1.62M -$589K -11,565 -28%
WP
258
Woodline Partners
California
$1.6M +$1.51M +29,676 New
MYLI
259
Meiji Yasuda Life Insurance
Japan
$1.56M
Mariner
260
Mariner
Kansas
$1.55M +$399K +7,828 +37%
TW
261
Transform Wealth
Colorado
$1.52M -$28.6K -562 -2%
JSSH
262
J. Safra Sarasin Holding
$1.52M
MSRPS
263
Maryland State Retirement & Pension System
Maryland
$1.49M -$112K -2,200 -7%
First Trust Advisors
264
First Trust Advisors
Illinois
$1.46M +$101K +1,976 +8%
LSERS
265
Louisiana State Employees Retirement System
Louisiana
$1.43M -$61.1K -1,200 -4%
SAM
266
Securian Asset Management
Minnesota
$1.43M +$1.35M +26,558 New
Cerity Partners
267
Cerity Partners
New York
$1.41M +$200K +3,926 +17%
Janney Montgomery Scott
268
Janney Montgomery Scott
Pennsylvania
$1.36M -$367K -7,209 -22%
EAM
269
EdenTree Asset Management
United Kingdom
$1.35M -$5.53M -108,500 -81%
Creative Planning
270
Creative Planning
Kansas
$1.31M +$392K +7,705 +46%
VPIM
271
Vanguard Personalized Indexing Management
California
$1.31M -$53.7K -1,054 -4%
WAM
272
Weatherly Asset Management
California
$1.27M -$62.3K -1,223 -5%
APG
273
Abacus Planning Group
South Carolina
$1.27M +$1.2M +23,597 New
WG
274
Winton Group
United Kingdom
$1.27M +$607K +11,908 +103%
NMERB
275
New Mexico Educational Retirement Board
New Mexico
$1.26M -$96.8K -1,900 -7%