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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
BWAM
576
Boyd Watterson Asset Management
Ohio
$1.24K
PWMG
577
Private Wealth Management Group
New Jersey
$1.24K +$1.17K +23 New
VWM
578
Valley Wealth Managers
New Jersey
$1.13K
WWM
579
Wolff Wiese Magana
California
$1.08K
CAS
580
Coppell Advisory Solutions
Texas
$1.07K
AW
581
Avion Wealth
Texas
$1K -$4.28K -84 -76%
PWA
582
Principia Wealth Advisory
Texas
$754 +$713 +14 New
RTC
583
Riverview Trust Company
Washington
$754 +$713 +14 New
DPW
584
DiNuzzo Private Wealth
Pennsylvania
$647 +$611 +12 New
SIC
585
SJS Investment Consulting
Ohio
$647 +$611 +12 New
GBT
586
Grove Bank & Trust
Florida
$646 +$611 +12 New
RIL
587
Rothschild Investment LLC
Illinois
$646 +$611 +12 New
AF
588
Advisornet Financial
Minnesota
$539 +$509 +10 New
TWD
589
True Wealth Design
Ohio
$485 +$458 +9 New
TSMHT
590
Thurston Springer Miller Herd & Titak
Indiana
$484
BFPW
591
BOK Financial Private Wealth
Colorado
$431 +$408 +8 New
GFPC
592
Global Financial Private Client
Florida
$323 +$306 +6 New
HWA
593
HHM Wealth Advisors
Tennessee
$270 +$255 +5 New
WW
594
Winnow Wealth
Texas
$223 +$255 +5 New
WTC
595
WhitTier Trust Company
Nevada
$215
CIA
596
Cape Investment Advisory
Georgia
$108 +$102 +2 New
PWM
597
Parkworth Wealth Management
California
$108 +$102 +2 New
NS
598
NBC Securities
Alabama
$67 +$51 +1 New
AWM
599
Activest Wealth Management
Florida
$54 +$51 +1 New
JGC
600
J. Goldman & Co
New York
-$36.7M -741,619 Closed