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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
CFM
351
Catalyst Funds Management
Australia
$479K +$453K +8,900 New
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$474K +$27.6K +541 +7%
RFC
353
Regions Financial Corp
Alabama
$471K +$445K +8,741 New
IAMOG
354
Investors Asset Management of Georgia
Georgia
$454K -$7.64K -150 -2%
ONB
355
Old National Bancorp
Indiana
$450K +$147K +2,891 +53%
RL
356
Ruffer LLP
United Kingdom
$447K -$195M -3,830,768 -100%
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$445K -$49.2K -965 -10%
SPIA
358
Steward Partners Investment Advisory
New York
$445K +$97.4K +1,912 +30%
MYIA
359
Mount Yale Investment Advisors
Colorado
$445K +$421K +8,259 New
HFM
360
Hartford Financial Management
Connecticut
$445K -$193K -3,795 -31%
VSQM
361
V-Square Quantitative Management
Illinois
$443K -$19.3K -379 -4%
SIA
362
Schechter Investment Advisors
Michigan
$440K +$416K +8,172 New
PK
363
Pflug Koory
Nebraska
$432K +$8.91K +175 +2%
MA
364
MYDA Advisors
New York
$431K +$408K +8,000 New
BFM
365
Boothbay Fund Management
New York
$428K -$167K -3,281 -29%
Jones Financial Companies
366
Jones Financial Companies
Missouri
$424K +$177K +3,473 +79%
EF
367
Empirical Finance
Pennsylvania
$422K -$11.9K -234 -3%
WB
368
WesBanco Bank
West Virginia
$418K +$395K +7,764 New
CBUSF
369
Construction & Building Unions Superannuation Fund
Australia
$409K +$387K +7,600 New
IC
370
IEQ Capital
California
$408K -$22.6K -443 -6%
MA
371
MONECO Advisors
Connecticut
$404K +$8.2K +161 +2%
WF
372
Womack Financial
Texas
$396K +$375K +7,361 New
MSA
373
MUFG Securities Americas
New York
$393K +$372K +7,294 New
BA
374
Bridgewater Associates
Connecticut
$392K -$3.74M -73,327 -91%
CAPTRUST Financial Advisors
375
CAPTRUST Financial Advisors
North Carolina
$391K +$109K +2,138 +42%