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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
Franklin Resources
26
Franklin Resources
California
$193M -$34.9M -684,938 -16%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$191M +$44.6M +874,748 +33%
Legal & General Group
28
Legal & General Group
United Kingdom
$172M -$16.2M -317,079 -9%
Goldman Sachs
29
Goldman Sachs
New York
$170M -$25.3M -495,877 -14%
Morgan Stanley
30
Morgan Stanley
New York
$167M +$7.13M +140,014 +5%
PCM
31
Polaris Capital Management
Massachusetts
$163M +$154M +3,020,764 New
Charles Schwab
32
Charles Schwab
California
$161M -$3.15M -61,841 -2%
CCM
33
Causeway Capital Management
California
$143M -$78.2M -1,534,615 -37%
UBS Group
34
UBS Group
Switzerland
$136M +$79.4M +1,558,421 +160%
IA
35
Incentive AS
Norway
$123M +$40.6M +797,893 +54%
TSW
36
Thompson Siegel & Walmsley
Virginia
$108M -$31M -608,500 -23%
LA
37
LBP AM
France
$108M -$46.3M -909,312 -31%
ZIG
38
Zurich Insurance Group
Switzerland
$103M +$30.1M +590,895 +45%
Barclays
39
Barclays
United Kingdom
$84.2M -$96.6M -1,896,688 -55%
Citigroup
40
Citigroup
New York
$84.2M +$28.7K +564 +0%
Mackenzie Financial
41
Mackenzie Financial
Ontario, Canada
$79.4M +$8.86M +173,975 +13%
Swiss National Bank
42
Swiss National Bank
Switzerland
$79.1M -$3.6M -70,600 -5%
Vontobel Holding
43
Vontobel Holding
Switzerland
$75.8M +$6.91M +135,656 +11%
Universal-Beteiligungs- und Servicegesellschaft
44
Universal-Beteiligungs- und Servicegesellschaft
Germany
$72.8M +$68.6M +1,346,991 New
AIM
45
ARGA Investment Management
Connecticut
$66.3M -$31.3M -615,042 -33%
CCM
46
Cullen Capital Management
New York
$65.2M -$1.02M -20,111 -2%
LCM
47
Lakewood Capital Management
New York
$62.5M +$3.29M +64,500 +6%
Aviva
48
Aviva
United Kingdom
$58M -$3.81M -74,880 -7%
Marshall Wace
49
Marshall Wace
United Kingdom
$57.7M -$157M -3,089,175 -74%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$57.5M +$16.6M +326,437 +44%