Smurfit Westrock plc (SW) Hedge Fund Ownership (Q2 2026)

Smurfit Westrock plc (SW)

630 + Investors. Track Smart Money conviction in SW. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SW

Based on 611 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added SW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

611 hedge funds hold SW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q

+32 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

363 buying261 selling

Last quarter: 363 funds bought or added vs 261 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~103 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 75 → 90 → 101 → 103. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 26% entered in last year

■ 2% conviction (2yr+) ■ 72% medium ■ 26% new

Only 12 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📈

Growing discovery — still being found

79 → 75 → 90 → 101 → 103 new funds/Q

New funds entering each quarter: 75 → 90 → 101 → 103. A growing number of institutions are discovering SW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 2% veterans, 32% new entrants

■ 2% veterans ■ 66% 1-2yr ■ 32% new

Of 622 current holders: 13 (2%) held 2+ years, 409 held 1–2 years, 200 (32%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds

64 of 608 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in SW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	630	611	3.11%
13F Shares	503M	493M	2.05%
Total Value	$22.80B	$19.40B	17.52%
New Positions	105	103	+2
Increased Positions	264	258	+6
Closed Positions	83	83	-
Reduced Positions	187	174	+13
Total Calls	8	6	33.33%
Total Puts	9	8	12.5%
PUT/CALL Ratio	1.12	1.33	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

630

611

3.11%

13F Shares

503M

493M

2.05%

Total Value

$22.80B

$19.40B

17.52%

New Positions

105

103

Increased Positions

264

258

Closed Positions

Reduced Positions

187

174

+13

Total Calls

33.33%

Total Puts

12.5%

PUT/CALL Ratio

1.12

1.33

Neutral

Institutional Holders (2026 Q2)

630 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SW. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Trinity Street Asset Management LLP	12.53%	5,261,555	$243.4M
2	Exane Asset Management	10.68%	558,692	$29.5M
3	Holowesko Partners Ltd.	9.88%	844,000	$39.0M
4	Causeway Capital Management LLC	7.53%	15,039,041	$695.7M
5	Polaris Capital Management, LLC	7.13%	1,635,802	$75.7M
6	Redwood Grove Capital, LLC	5.87%	500,636	$23.2M
7	Oslo Pensjonsforsikring As	4.46%	839,077	$38.8M
8	Ruffer LLP	3.98%	2,438,889	$112.7M
9	Verbena Value LP	3.94%	515,100	$23.8M
10	Heights Point Management, LP	2.79%	75,720	$3.5M
11	Sound Shore Management Inc /Ct/	2.61%	1,835,817	$84.9M
12	Maple Rock Capital Partners Inc.	2.37%	2,608,298	$120.7M
13	Foresight Group Ltd Liability Partnership	2.24%	270,883	$12.4M
14	Patten & Patten Inc/Tn	1.89%	772,292	$35.7M
15	Old North State Wealth Management, LLC	1.87%	94,495	$4.4M
16	Broyhill Asset Management, LLC	1.86%	45,109	$2.1M
17	Agman Capital LLC	1.81%	62,026	$2.9M
18	Lakewood Capital Management, LP	1.73%	727,897	$33.7M
19	Triodos Investment Management BV	1.65%	586,314	$27.1M
20	Van Den Berg Management I, Inc	1.53%	156,841	$7.3M
21	Ramirez Asset Management, Inc.	1.50%	312,251	$14.4M
22	Arnhold LLC	1.48%	457,931	$21.2M
23	Albar Capital Partners LLP	1.30%	215,662	$10.0M
24	Mirova US LLC	1.18%	2,363,387	$109.3M
25	Beverly Hills Private Wealth, LLC	1.09%	123,600	$5.7M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Smurfit Westrock plc (SW)

What does the Smart Money Trend signal show for SW?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SW?

Slight buying edge — 58% buying: Last quarter: 363 funds bought or added vs 261 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SW holders?

Elite ownership — 62% AUM from top-100 funds: 64 of 608 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in SW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SW?

Mostly new holders — 26% entered in last year: Only 12 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Smurfit Westrock plc (SW)

Smart Money Signals — SW

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +6% more funds vs a year ago

Slight buying edge — 58% buying

Steady new buyers — ~103 new funds per quarter

Mostly new holders — 26% entered in last year

Growing discovery — still being found

Mixed cohorts — 2% veterans, 32% new entrants

Elite ownership — 62% AUM from top-100 funds

Institutional Sentiment Summary — SW

Hedge Fund Ownership: SW

Market Analysis: SW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SW

Hedge Fund Positioning: SW

Statistics: SW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Smurfit Westrock plc (SW)

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