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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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$57M +$944K +18,536 +2%
PP
52
Patten & Patten
Tennessee
$52.9M -$1.03M -20,203 -2%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$51.8M +$14.4M +282,950 +42%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$51.1M +$2.09M +41,044 +5%
CLOS
55
Compagnie Lombard Odier SCmA
Switzerland
$48.9M +$5.38M +105,705 +13%
LIP
56
Liontrust Investment Partners
United Kingdom
$46.8M +$44.1M +866,481 New
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$46.8M +$381K +7,474 +0.9%
EPIM
58
Evelyn Partners Investment Management
$45.8M +$43.3M +850,281 New
Mitsubishi UFJ Asset Management
59
Mitsubishi UFJ Asset Management
Japan
$41.2M +$2.87M +56,390 +8%
National Pension Service
60
National Pension Service
South Korea
$40.5M +$34.2M +671,700 +833%
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$40.2M +$59.5K +1,168 +0.2%
RCP
62
RIT Capital Partners
United Kingdom
$39M +$36.9M +724,000 New
Wellington Management Group
63
Wellington Management Group
Massachusetts
$37.7M +$21.7M +426,723 +156%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$37.3M +$12.3M +242,011 +54%
SC
65
Savant Capital
Illinois
$36.5M +$9.33M +183,250 +37%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$36M +$6.71M +131,676 +24%
DZ Bank
67
DZ Bank
Germany
$35.2M -$2.7M -52,935 -7%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$33.3M -$1.19M -23,381 -4%
Adage Capital Partners
69
Adage Capital Partners
Massachusetts
$32.6M +$7.11M +139,529 +30%
TIM
70
Triodos Investment Management
Netherlands
$32.5M -$611K -12,000 -2%
Principal Financial Group
71
Principal Financial Group
Iowa
$31.6M -$704K -13,828 -2%
SIC
72
Salem Investment Counselors
North Carolina
$31.6M -$139K -2,732 -0.5%
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$30.5M -$19.4M -380,368 -40%
GLF
74
Groupe la Francaise
France
$30.4M +$28.7M +564,184 New
UBS AM
75
UBS AM
Illinois
$27.3M +$332K +6,508 +1%