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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
HPC
501
HM Payson & Co
Maine
$18.9K
HCP
502
Hexagon Capital Partners
Arkansas
$16.9K +$15.9K +313 New
TWC
503
TD Waterhouse Canada
Ontario, Canada
$16.2K
MMG
504
Monetary Management Group
Missouri
$16.2K
RA
505
Rise Advisors
New York
$15.7K +$14.9K +292 New
MAM
506
Meeder Asset Management
Ohio
$15.6K +$5.55K +109 +61%
WA
507
WPG Advisers
Maryland
$15.3K +$14.5K +284 New
CFO
508
CVA Family Office
Colorado
$15.1K -$12.6K -248 -47%
CFB
509
Cullen/Frost Bankers
Texas
$14.3K +$13.6K +266 New
LC
510
Lindbrook Capital
California
$13.5K -$3.57K -70 -22%
GKIM
511
GW&K Investment Management
Massachusetts
$13K +$509 +10 +4%
SSB
512
Sandy Spring Bank
Maryland
$12.7K
VWM
513
Venturi Wealth Management
Texas
$12.2K +$11.6K +227 New
FP
514
Financial Perspectives
Minnesota
$12.1K
LJHT
515
Laurie J. Hall Trustee
$12K
Loomis, Sayles & Company
516
Loomis, Sayles & Company
Massachusetts
$11K +$10.2K +200 New
TCA
517
Trifecta Capital Advisors
Illinois
$10.8K
LFG
518
Larson Financial Group
Missouri
$10.7K +$5.35K +105 +113%
PB
519
Pinnacle Bancorp
Nebraska
$10.2K +$9.68K +190 New
QC
520
Quent Capital
New York
$9.96K +$9.42K +185 New
BGAI
521
Bruce G. Allen Investments
Colorado
$9.75K +$9.22K +181 New
AF
522
Atala Financial
California
$9.59K +$9.07K +178 New
CT
523
Colonial Trust
South Carolina
$9.56K +$8.46K +166 +1,383%
AAP
524
Arax Advisory Partners
Colorado
$9.05K -$306 -6 -3%
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$8.78K -$171K -3,357 -95%