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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
AQR Capital Management
376
AQR Capital Management
Connecticut
$381K +$8.66K +170 +2%
FB
377
Fulton Bank
Pennsylvania
$372K +$352K +6,905 New
BEI
378
Benjamin Edwards Inc
Missouri
$371K -$33.1K -650 -9%
Bessemer Group
379
Bessemer Group
New Jersey
$364K +$10K +197 +3%
GI
380
GAMMA Investing
California
$364K +$87.5K +1,718 +34%
HI
381
Horizon Investments
North Carolina
$364K +$2.9K +57 +0.9%
ASN
382
Advisory Services Network
Georgia
$346K +$327K +6,424 New
IAA
383
Independent Advisor Alliance
North Carolina
$346K +$16.8K +330 +5%
WA
384
Waverly Advisors
Alabama
$334K -$42K -825 -12%
MOS
385
MGO One Seven
Ohio
$332K +$314K +6,165 New
EWM
386
Executive Wealth Management
Michigan
$323K
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$323K +$70.9K +1,391 +30%
GWM
388
Geneos Wealth Management
Colorado
$321K +$303K +5,957 New
LFA
389
Legacy Financial Advisors
Kentucky
$310K +$12K +235 +4%
OAM
390
Ostrum Asset Management
France
$307K -$12K -236 -4%
QCM
391
QRG Capital Management
Illinois
$306K +$289K +5,677 New
SI
392
Stephens Inc
Arkansas
$302K +$10.1K +199 +4%
FT
393
Fiduciary Trust
Massachusetts
$302K -$20K -392 -7%
VanEck Associates
394
VanEck Associates
New York
$298K -$22.1K -434 -7%
WPA
395
West Paces Advisors
Georgia
$294K +$278K +5,453 New
MAS
396
Meeder Advisory Services
Ohio
$293K -$39.9K -784 -13%
CB
397
Commerce Bank
Missouri
$291K
PNC
398
Park National Corp
Ohio
$291K +$275K +5,408 New
HA
399
Harbor Advisors
Florida
$286K
P
400
&Partners
Tennessee
$286K +$273K +5,367 New