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SW

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
QCG
476
Quadrant Capital Group
Ohio
$40.9K -$7.28K -143 -16%
AA
477
Ancora Advisors
Ohio
$40.6K
FHA
478
First Horizon Advisors
Tennessee
$37.6K +$29K +570 +449%
PS
479
Principal Securities
Iowa
$37.4K +$11.7K +229 +49%
SWM
480
Spire Wealth Management
Virginia
$36K +$34.1K +669 New
MA
481
Montag & Associates
Georgia
$34.7K
OWP
482
ORG Wealth Partners
Texas
$34.5K
TFIPS
483
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.3K +$30.6K +600 New
UOTTAIMCU
484
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$30.4K +$28.8K +565 New
DMBA
485
Deseret Mutual Benefit Administrators
Utah
$29.8K +$28.2K +554 New
FC
486
Fairscale Capital
New Hampshire
$29.6K
MWA
487
Medallion Wealth Advisors
Connecticut
$28K +$26.5K +520 New
MPWT
488
MassMutual Private Wealth & Trust
Connecticut
$27.8K +$14.2K +279 +118%
VCM
489
Versant Capital Management
Arizona
$27.3K +$25.8K +506 New
CWC
490
Carolinas Wealth Consulting
North Carolina
$27.1K -$611 -12 -2%
NFSG
491
Newbridge Financial Services Group
Florida
$26.9K
IA
492
IFP Advisors
Florida
$26.1K -$781K -15,332 -97%
RWS
493
Retirement Wealth Solutions
Wisconsin
$25.1K +$24.7K +484 New
BHWM
494
Beaird Harris Wealth Management
Texas
$24K +$22.7K +446 New
PFBT
495
Parkside Financial Bank & Trust
Missouri
$23.7K -$2.7K -53 -11%
RS
496
Rakuten Securities
Japan
$21.3K +$20.2K +396 New
CFD
497
Creative Financial Designs
Indiana
$20.5K +$19.4K +381 New
QL
498
Quarry LP
New York
$19.8K +$18.7K +368 New
CIBC Private Wealth Group
499
CIBC Private Wealth Group
Georgia
$19.4K +$5.55K +109 +41%
NB
500
NBT Bank
New York
$19.2K