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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
FCIM
426
Fairview Capital Investment Management
California
$215K +$204K +4,000 New
JSW
427
Journey Strategic Wealth
New Jersey
$207K +$196K +3,839 New
RWP
428
Ridgeline Wealth Planning
Ohio
$206K +$195K +3,822 New
KeyBank National Association
429
KeyBank National Association
Ohio
$204K -$67.2K -1,320 -26%
UCFA
430
United Capital Financial Advisors
Texas
$202K -$42.4K -832 -18%
FFA
431
Farther Finance Advisors
California
$199K +$188K +3,692 New
T2I
432
Turim 21 Investimentos
Brazil
$194K
PCM
433
Penserra Capital Management
California
$193K +$182K +3,574 +17,019%
SNB
434
Security National Bank
Nebraska
$181K +$171K +3,357 New
WSFS
435
Wilmington Savings Fund Society
Delaware
$176K +$28.4K +558 +21%
Simplex Trading
436
Simplex Trading
Illinois
$175K +$42.1K +827 +34%
M
437
Mirova
France
$169K -$6.72K -132 -4%
Optiver Holding
438
Optiver Holding
Netherlands
$161K -$181K -3,544 -54%
CI Investments Inc
439
CI Investments Inc
Ontario, Canada
$157K -$82.1K -1,611 -36%
SC
440
Skylands Capital
Wisconsin
$154K
HFM
441
Harvest Fund Management
China
$130K +$123K +2,411 New
C
442
Covestor
United Kingdom
$124K +$9.58K +188 +9%
CSP
443
Cary Street Partners
Virginia
$117K +$111K +2,177 New
SIM
444
Sentry Investment Management
Wisconsin
$112K -$17.2K -337 -14%
ME
445
McIlrath & Eck
Washington
$109K
CSPIA
446
Cary Street Partners Investment Advisory
Virginia
$109K +$103K +2,017 New
SS
447
SBI Securities
Japan
$106K +$101K +1,977 New
Federated Hermes
448
Federated Hermes
Pennsylvania
$98.9K -$2.9K -57 -3%
BL
449
BFSG LLC
California
$98.3K
MCM
450
MAI Capital Management
Ohio
$94.4K +$89.2K +1,752 New