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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
WANY
401
Wealthspire Advisors (New York)
New York
$280K -$13.2K -259 -5%
IWC
402
Integrated Wealth Concepts
Massachusetts
$278K +$263K +5,155 New
GM
403
GeoWealth Management
Illinois
$271K +$109K +2,136 +74%
AIP
404
Ameritas Investment Partners
Nebraska
$269K
GCP
405
GSA Capital Partners
United Kingdom
$266K +$30K +589 +14%
GS
406
GTS Securities
New York
$264K +$250K +4,899 New
Teacher Retirement System of Texas
407
Teacher Retirement System of Texas
Texas
$262K -$8.29M -162,706 -97%
Nisa Investment Advisors
408
Nisa Investment Advisors
Missouri
$260K -$313K -6,145 -56%
IFG
409
Independent Financial Group
California
$258K +$244K +4,789 New
EDRH
410
Edmond de Rothschild Holding
Switzerland
$258K -$8.35K -164 -3%
LCGC
411
Legacy Capital Group California
California
$257K -$51 -1 -0%
FA
412
Fiduciary Alliance
South Carolina
$253K +$239K +4,700 New
CNBTD
413
Citizens National Bank Trust Department
Mississippi
$253K +$239K +4,690 New
ATC
414
Argent Trust Co
Tennessee
$248K
CIBC World Market
415
CIBC World Market
Ontario, Canada
$247K -$66.7K -1,309 -22%
NA
416
NewEdge Advisors
Louisiana
$244K +$155K +3,040 +203%
IIC
417
Integrated Investment Consultants
Michigan
$242K
NP
418
Nilsine Partners
Colorado
$241K +$228K +4,479 New
EWA
419
EverSource Wealth Advisors
Alabama
$240K +$917 +18 +0.4%
PL
420
Perpetual Ltd
Australia
$233K
AFG
421
Atomi Financial Group
New York
$231K -$39.5K -776 -15%
AWM
422
Axxcess Wealth Management
California
$229K -$11.1K -218 -5%
EWM
423
Evercore Wealth Management
New York
$226K
HAG
424
HighPoint Advisor Group
Illinois
$225K +$214K +4,196 New
QC
425
Quantessence Capital
New York
$219K +$207K +4,066 New