We are live on ! Find out more
SW

Smurfit Westrock

611 hedge funds and large institutions have $19B invested in Smurfit Westrock in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 261 increasing their positions, 174 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $11.9M

50% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 174

39% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 72

6% more capital invested

Capital invested by funds: $17.8B → $19B (+$1.15B)

3% more funds holding

Funds holding: 594611 (+17)

2.67% more ownership

Funds ownership: 88.16%90.82% (+2.7%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
611
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
7.53%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
100
Increased
261
Reduced
174
Closed
72
Calls
$22.2M
Puts
$11.9M
Net Calls
+$10.3M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
251
Rafferty Asset Management
New York
$1.46M -$310K -7,192 -16%
WHG
252
Westwood Holdings Group
Texas
$1.45M +$18.8K +437 +1%
MCM
253
Mainstay Capital Management
Michigan
$1.39M -$58.8K -1,363 -4%
GCA
254
Greenwood Capital Associates
South Carolina
$1.35M +$102K +2,360 +7%
PL
255
Polianta Ltd
Jersey
$1.35M -$160K -3,700 -10%
AI
256
Atria Investments
North Carolina
$1.33M +$620K +14,376 +76%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
257
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.31M +$525K +12,181 +59%
T2I
258
Turim 21 Investimentos
Brazil
$1.3M
LOAMU
259
Lombard Odier Asset Management (USA)
New York
$1.3M +$1.4M +32,500 New
TRSOTSOK
260
Teachers Retirement System of the State of Kentucky
Kentucky
$1.29M +$518K +12,000 +59%
Federated Hermes
261
Federated Hermes
Pennsylvania
$1.28M -$372K -8,621 -21%
FAMI
262
Fideuram Asset Management (Ireland)
$1.26M +$1.19M +27,519 +1,757%
IRC
263
Investors Research Corp
Georgia
$1.26M -$8.63K -200 -0.6%
MSU
264
Mizuho Securities USA
New York
$1.26M -$278K -6,441 -17%
HighTower Advisors
265
HighTower Advisors
Illinois
$1.25M +$260K +6,018 +24%
Connor, Clark & Lunn Investment Management (CC&L)
266
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.25M
SCM
267
Sterling Capital Management
North Carolina
$1.23M -$703K -16,296 -35%
PCMU
268
Paragon Capital Management (Utah)
Utah
$1.22M +$1.32M +30,704 New
D.E. Shaw & Co
269
D.E. Shaw & Co
New York
$1.22M +$974K +22,587 +278%
Nisa Investment Advisors
270
Nisa Investment Advisors
Missouri
$1.22M -$92.1K -2,136 -7%
CFO
271
Callan Family Office
Pennsylvania
$1.22M +$586K +13,579 +80%
NB
272
Norinchukin Bank
Japan
$1.19M +$5.95K +138 +0.5%
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$1.17M +$911K +21,111 +253%
Bank Julius Baer & Co
274
Bank Julius Baer & Co
Switzerland
$1.16M -$129K -2,980 -9%
OIMU
275
Osmosis Investment Management UK
United Kingdom
$1.11M +$1.21M +27,967 New