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
CFG
326
Citizens Financial Group
Rhode Island
$623K +$53.4K +1,048 +10%
VA
327
Vident Advisory
Georgia
$609K +$302K +5,925 +110%
JAM
328
Jupiter Asset Management
United Kingdom
$604K -$5.8M -113,781 -91%
NIM
329
NEOS Investment Management
Connecticut
$600K +$127K +2,484 +29%
KAS
330
Kestra Advisory Services
Texas
$598K +$134K +2,638 +31%
PA
331
Profund Advisors
Maryland
$584K -$155K -3,050 -22%
BTI
332
Blue Trust Inc
Georgia
$579K +$547K +10,747 New
MWM
333
Modern Wealth Management
Kansas
$576K +$544K +10,686 New
MC
334
Moors & Cabot
Massachusetts
$559K -$6.78K -133 -1%
VI
335
Vestcor Inc
New Brunswick, Canada
$555K -$713 -14 -0.1%
KB
336
Kimelman & Baird
New York
$552K -$4.58K -90 -0.9%
LOAMS
337
Lombard Odier Asset Management (Switzerland)
Switzerland
$549K +$519K +10,195 New
MP
338
McDonald Partners
Ohio
$539K
FFM
339
Forum Financial Management
Illinois
$527K +$190K +3,738 +62%
NHC
340
Nicholas Hoffman & Company
Georgia
$516K +$488K +9,574 New
MFG
341
Merit Financial Group
Georgia
$513K -$74.6K -1,464 -13%
Focus Partners Wealth
342
Focus Partners Wealth
Massachusetts
$511K +$484K +9,496 New
EF
343
Empowered Funds
Pennsylvania
$510K +$43.5K +853 +10%
CG
344
Caprock Group
Idaho
$508K +$191K +3,740 +66%
WA
345
Wealth Alliance
New York
$507K +$480K +9,421 New
DT
346
Diversified Trust
Tennessee
$505K -$213K -4,177 -31%
O
347
Ossiam
France
$504K +$336K +6,604 +239%
SI
348
Sapience Investments
California
$494K -$218K -4,282 -32%
RCM
349
Radnor Capital Management
Pennsylvania
$494K -$23.8K -468 -5%
BA
350
BIP Alliance
Georgia
$488K +$462K +9,060 New