SW

Smurfit Westrock plc
SW

Overview Fund Activity

591 hedge funds and large institutions have $23.3B invested in Smurfit Westrock plc in 2024 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 195 increasing their positions, 182 reducing their positions, and 49 closing their positions.

Holders
591
Holders Change
+93
Holders Change %
+18.67%
% of All Funds
7.87%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
145
Increased
195
Reduced
182
Closed
49
Calls
$33.8M
Puts
$1.71M
Net Calls
+$32.1M
Net Calls Change
-$26.7M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$1.12B
2
Boston Partners
2
Boston Partners
Massachusetts
$304M
3
OAG
3
Orbis Allan Gray
Bermuda
$312M
4
Victory Capital Management
4
Victory Capital Management
Texas
$296M
5
Fidelity International
5
Fidelity International
Bermuda
$591M

Top Sellers

1
RL
1
Ruffer LLP
United Kingdom
$447K
2
Marshall Wace
2
Marshall Wace
United Kingdom
$57.7M
3
Harris Associates
3
Harris Associates
Illinois
$14.7M
4
Barclays
4
Barclays
United Kingdom
$84.2M
5
Millennium Management
5
Millennium Management
New York
$9.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
201
Sumitomo Mitsui DS Asset Management
Japan
$3.14M +$60.2K +1,117 +2%
Kovitz Investment Group Partners
202
Kovitz Investment Group Partners
Illinois
$3.11M +$219K +4,072 +8%
TCM
203
Twin Capital Management
Pennsylvania
$3.1M +$100K +1,858 +3%
YCM
204
Yousif Capital Management
Michigan
$3.05M -$146K -2,716 -5%
SOADOR
205
State of Alaska Department of Revenue
Alaska
$3.03M -$52.5K -975 -2%
URS
206
Utah Retirement Systems
Utah
$3.03M – – –
DC
207
Davenport & Co
Virginia
$3.01M +$16.1K +299 +0.5%
DEA
208
DoubleLine ETF Adviser
Florida
$2.95M +$2.95M +54,741 New
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$2.88M +$1.36M +25,231 +90%
WAM
210
Werlinich Asset Management
Connecticut
$2.78M – – –
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$2.63M +$303K +5,629 +13%
MGP
212
Metis Global Partners
California
$2.55M +$33.1K +614 +1%
MSU
213
Mizuho Securities USA
New York
$2.52M +$799K +14,840 +46%
BC
214
Burney Company
Virginia
$2.5M -$17.8K -330 -0.7%
Mirae Asset Global ETFs Holdings
215
Mirae Asset Global ETFs Holdings
Hong Kong
$2.47M -$95.6K -1,775 -4%
Pathstone Holdings
216
Pathstone Holdings
New Jersey
$2.46M +$1.93M +35,741 +361%
Pacer Advisors
217
Pacer Advisors
Pennsylvania
$2.42M +$452K +8,399 +23%
PA
218
Pinnacle Associates
New York
$2.4M +$2.4M +44,539 New
Neuberger Berman Group
219
Neuberger Berman Group
New York
$2.37M -$41.3M -767,294 -95%
IRC
220
Investors Research Corp
Georgia
$2.37M -$33.8K -627 -1%
GAM
221
Generali Asset Management
Italy
$2.34M +$2.34M +54,127 New
Bank Julius Baer & Co
222
Bank Julius Baer & Co
Switzerland
$2.33M +$2.33M +39,214 New
TCA
223
Troluce Capital Advisors
Puerto Rico
$2.32M -$2.67M -49,633 -54%
Rafferty Asset Management
224
Rafferty Asset Management
New York
$2.31M +$259K +4,805 +13%
Mirae Asset Global Investments
225
Mirae Asset Global Investments
South Korea
$2.31M +$521K +9,581 +29%
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