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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
GRP
451
Global Retirement Partners
California
$93.1K -$2.34K -46 -3%
TFA
452
Transamerica Financial Advisors
Florida
$91K +$102 +2 +0.1%
AF
453
Allworth Financial
California
$90K -$2.09K -41 -2%
CIAM
454
Caitong International Asset Management
Hong Kong
$86.5K +$81.8K +1,606 New
PA
455
Parallel Advisors
California
$80.4K -$6.78K -133 -8%
CSC
456
Caldwell Sutter Capital
California
$77.7K +$73.5K +1,443 New
ETC
457
Exchange Traded Concepts
Oklahoma
$76.8K -$13.2K -260 -15%
AssetMark Inc
458
AssetMark Inc
California
$74.9K +$10.1K +198 +17%
SAM
459
Smartleaf Asset Management
Massachusetts
$64.6K -$2.6K -51 -4%
FA
460
Fedenia Advisers
Wisconsin
$62.7K +$59.3K +1,165 New
UB
461
UMB Bank
Missouri
$58.5K +$55.3K +1,086 New
OPTFSNA
462
Old Point Trust & Financial Services N A
Virginia
$58.4K
WA
463
Whipplewood Advisors
Colorado
$58.3K +$55.1K +1,082 New
S
464
SignatureFD
Georgia
$58.1K -$230K -4,522 -81%
MG
465
Mather Group
Illinois
$58K +$29.5K +580 +117%
OC
466
Oakworth Capital
Alabama
$54K -$53.5K -1,050 -51%
TLCM
467
Twin Lakes Capital Management
California
$52.8K
FUBT
468
First United Bank & Trust
Maryland
$51.6K +$48.8K +958 New
GWP
469
Gen-Wealth Partners
Michigan
$51.4K
HNB
470
Huntington National Bank
Ohio
$49.6K +$46.9K +921 New
AAG
471
Armstrong Advisory Group
Massachusetts
$48.9K
CH
472
Cromwell Holdings
Wyoming
$45.6K
MCM
473
Manchester Capital Management
Vermont
$44.9K +$7.03K +138 +20%
CFFP
474
Center for Financial Planning
Michigan
$43.6K
TF
475
Tompkins Financial
New York
$42K +$39.7K +780 New