Smurfit Westrock
616 hedge funds and large institutions have $19B invested in Smurfit Westrock in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 263 increasing their positions, 175 reducing their positions, and 73 closing their positions.
87% more call options, than puts
Call options by funds: $22.2M | Put options by funds: $11.9M
50% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 175
40% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 73
7% more capital invested
Capital invested by funds: $17.8B → $19B (+$1.16B)
4% more funds holding
Funds holding: 595 → 616 (+21)
2.7% more ownership
Funds ownership: 88.15% → 90.86% (+2.7%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$538M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$427M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$263M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$162M |
| 5 |
Goldman Sachs
New York
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$300M |
| 2 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$154M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$133M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$95.3M |
| 5 |
RL
Ruffer LLP
London,
United Kingdom
|
-$74.1M |
SW Hedge Fund Activity: Q1 2026 in Review
616 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Smurfit Westrock (SW) for Q1 2026, worth a combined $19B — up 6.5% from $17.8B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new SW positions and 73 closed out — a net gain of 29 holders — while 263 added to existing stakes and 175 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $538M. The largest seller was Fidelity International, cutting an estimated $300M.
- 616 institutional investors held Smurfit Westrock (SW) as of Q1 2026, up from 595 in Q4 2025.
- Funds reported $19B of Smurfit Westrock stock for Q1 2026, up 6.5% quarter-over-quarter.
- 102 funds opened new Smurfit Westrock positions in Q1 2026 and 73 closed out, a net change of +29 holders.
- The largest Smurfit Westrock buyer in Q1 2026 was Capital World Investors, an estimated $538M added.
- The largest Smurfit Westrock seller in Q1 2026 was Fidelity International, an estimated $300M sold.
Based on aggregated 13F filings for Q1 2026.