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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
JFA
526
JNBA Financial Advisors
Minnesota
$8.67K -$8.2K -161 -50%
DAM
527
Delta Asset Management
Tennessee
$8.08K
CA
528
Centerpoint Advisors
Massachusetts
$8K
CTC
529
Central Trust Company
Missouri
$7.76K -$51 -1 -0.7%
ZRP
530
Zynergy Retirement Planning
New Jersey
$7.66K
AGWCA
531
Annis Gardner Whiting Capital Advisors
Florida
$7.49K -$2.44K -48 -26%
SO
532
Sierra Ocean
California
$7.11K +$6.72K +132 New
SWM
533
Sanctuary Wealth Management
Idaho
$7.06K
DJSG
534
D.J. St. Germain
Massachusetts
$6.84K +$6.47K +127 New
MSG
535
Main Street Group
Virginia
$6.48K +$51 +1 +0.8%
AIM
536
Anchor Investment Management
South Carolina
$6.32K
KFI
537
Key Financial Inc
Pennsylvania
$6.3K
POIA
538
Pin Oak Investment Advisors
Texas
$6K
SJIM
539
St. Johns Investment Management
Florida
$5.92K
PWA
540
Physician Wealth Advisors
Utah
$5.92K +$5.6K +110 New
ACA
541
Atlas Capital Advisors
Wyoming
$5.71K
AWM
542
Abound Wealth Management
Tennessee
$5.4K +$2.85K +56 +127%
BCWM
543
Bartlett & Co Wealth Management
Ohio
$5.39K -$87.7K -1,722 -95%
CWM
544
Crowley Wealth Management
Delaware
$5.39K +$5.09K +100 New
CA
545
Continuum Advisory
Idaho
$5.06K -$1.53K -30 -24%
BIA
546
Bell Investment Advisors
California
$4.9K -$102 -2 -2%
FFO
547
Fortitude Family Office
Arizona
$4.85K
SIS
548
Sound Income Strategies
Florida
$4.6K -$10.1K -199 -70%
NSIM
549
North Star Investment Management
Illinois
$4.04K
HWM
550
Hemington Wealth Management
Virginia
$4K -$968 -19 -18%