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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
DWM
301
Dynasty Wealth Management
Florida
$900K +$851K +16,711 New
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$855K +$11.5K +225 +1%
Assenagon Asset Management
303
Assenagon Asset Management
Luxembourg
$854K -$88.7K -1,742 -10%
IWA
304
Icon Wealth Advisors
Texas
$849K +$13.5K +265 +2%
Group One Trading
305
Group One Trading
Illinois
$849K -$2.61M -51,229 -76%
IMRF
306
Illinois Municipal Retirement Fund
Illinois
$837K -$1.43M -28,099 -64%
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$833K -$369K -7,243 -32%
AC
308
Allstate Corporation
Illinois
$823K +$779K +15,287 New
CGH
309
Crossmark Global Holdings
Texas
$822K
ECM
310
Everence Capital Management
Indiana
$818K +$373K +7,320 +93%
SDIC
311
South Dakota Investment Council
South Dakota
$803K
CIM
312
Contravisory Investment Management
Massachusetts
$764K +$18.6K +365 +3%
MML Investors Services
313
MML Investors Services
Massachusetts
$761K +$297K +5,826 +70%
Mercer Global Advisors
314
Mercer Global Advisors
Colorado
$757K -$2.73M -53,558 -79%
MNBTD
315
Moody National Bank Trust Division
Texas
$739K +$699K +13,718 New
HWM
316
HB Wealth Management
Georgia
$715K +$676K +13,272 New
Envestnet Portfolio Solutions
317
Envestnet Portfolio Solutions
Illinois
$708K +$210K +4,115 +46%
PG
318
Patten Group
Tennessee
$695K +$26K +511 +4%
VFA
319
Valeo Financial Advisors
Indiana
$683K +$646K +12,673 New
FW
320
FullCircle Wealth
Texas
$681K +$635K +12,462 New
GWMR
321
GC Wealth Management RIA
Massachusetts
$674K +$102K +2,000 +19%
PAS
322
Park Avenue Securities
New York
$668K +$52.7K +1,035 +9%
FDCDDQ
323
Federation des caisses Desjardins du Quebec
Quebec, Canada
$663K -$44.3K -869 -7%
JF
324
Jump Financial
Illinois
$627K +$593K +11,632 New
USAA
325
United Services Automobile Association
Texas
$623K +$37.7K +740 +7%