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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
FMP
551
Financial Management Professionals
Texas
$3.93K
EBA
552
Eagle Bay Advisors
New York
$3.88K -$2.44K -48 -40%
AP
553
Aspect Partners
Virginia
$3.61K +$3.41K +67 New
BBHC
554
Brown Brothers Harriman & Co
New York
$3.56K +$3.36K +66 New
ZB
555
Zions Bancorporation
Utah
$3.45K +$866 +17 +36%
CFGS
556
Concourse Financial Group Securities
Alabama
$3.27K -$968 -19 -24%
DIP
557
DT Investment Partners
Pennsylvania
$3.23K
WT
558
Whittier Trust
California
$3.23K +$3.06K +60 New
DF
559
Dunhill Financial
United Kingdom
$3.11K +$611 +12 +26%
PTC
560
Private Trust Company
Ohio
$2.96K +$662 +13 +31%
Kayne Anderson Rudnick Investment Management
561
Kayne Anderson Rudnick Investment Management
California
$2.94K
HI
562
Harbour Investments
Wisconsin
$2.91K
CA
563
CoreCap Advisors
Michigan
$2.42K +$2.29K +45 New
JWA
564
JFS Wealth Advisors
Pennsylvania
$2.21K +$2.09K +41 New
AWM
565
Avior Wealth Management
Nebraska
$2.15K +$1.12K +22 +122%
MCM
566
MV Capital Management
Maryland
$2.1K -$560 -11 -22%
HT
567
Headlands Technologies
Illinois
$1.99K +$1.89K +37 New
CPG
568
Cornerstone Planning Group
New Jersey
$1.81K +$815 +16 +94%
TCM
569
TD Capital Management
Tennessee
$1.68K +$1.58K +31 New
CSWM
570
Cassady Schiller Wealth Management
Ohio
$1.51K +$1.43K +28 New
CAC
571
Core Alternative Capital
Georgia
$1.51K +$1.43K +28 New
VWA
572
Valued Wealth Advisors
Utah
$1.4K +$509 +10 +63%
CWP
573
Clark Wealth Partners
Illinois
$1.4K +$1.32K +26 New
HIA
574
Harbor Investment Advisory
Maryland
$1.4K +$1.32K +26 New
SWA
575
SOA Wealth Advisors
New York
$1.36K +$1.27K +25 New