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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.25B +$41.8M +820,362 +1%
BlackRock
2
BlackRock
New York
$2.23B +$51.4M +1,008,178 +2%
Norges Bank
3
Norges Bank
Norway
$1.3B -$175M -3,437,838 -12%
N
4
Nuveen
North Carolina
$1.12B +$359M +7,050,781 +52%
State Street
5
State Street
Massachusetts
$1.05B -$1.78M -34,856 -0.2%
Capital Research Global Investors
6
Capital Research Global Investors
California
$993M +$16.2M +318,806 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$770M +$81.2M +1,594,939 +13%
Fidelity International
8
Fidelity International
Bermuda
$591M +$226M +4,444,704 +68%
Invesco
9
Invesco
Georgia
$530M +$16.5M +323,225 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$528M +$54.9M +1,078,103 +12%
Ameriprise
11
Ameriprise
Minnesota
$485M +$7.6M +149,210 +2%
Deutsche Bank
12
Deutsche Bank
Germany
$402M -$26.7M -523,404 -7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$393M -$803K -15,766 -0.2%
SFM
14
Soros Fund Management
New York
$380M +$7.61M +149,388 +2%
Bank of America
15
Bank of America
North Carolina
$365M +$28.4M +558,417 +9%
OAG
16
Orbis Allan Gray
Bermuda
$312M +$282M +5,528,635 +2,160%
Boston Partners
17
Boston Partners
Massachusetts
$304M +$287M +5,643,128 New
Victory Capital Management
18
Victory Capital Management
Texas
$296M +$274M +5,370,587 +4,457%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$272M +$25.5M +500,699 +11%
Pictet Asset Management
20
Pictet Asset Management
Switzerland
$265M -$13.5M -265,898 -5%
AllianceBernstein
21
AllianceBernstein
Tennessee
$264M +$57.6M +1,131,147 +30%
Amundi
22
Amundi
France
$245M -$62.7M -1,230,333 -21%
Northern Trust
23
Northern Trust
Illinois
$244M +$26.7M +523,654 +13%
JP Morgan Chase
24
JP Morgan Chase
New York
$236M -$4.8M -94,218 -2%
LPU
25
Lansdowne Partners (UK)
United Kingdom
$224M -$47.8M -938,326 -18%