Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SMURFIT WESTROCK PLC (SW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — SW

Based on 563 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
563 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SW is almost the same as a year ago (+2 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

310 buying298 selling
Last quarter: 310 funds bought or added vs 298 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new SW position: 76 → 73 → 86 → 97. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 25% entered in last year

■ 2% conviction (2yr+) ■ 73% medium ■ 25% new
Only 11 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

133 → 76 → 73 → 86 → 97 new funds/Q
New funds entering each quarter: 76 → 73 → 86 → 97. 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, 40% new entrants

■ 2% veterans ■ 58% 1-2yr ■ 40% new
Of 572 current holders: 13 (2%) held 2+ years, 331 held 1–2 years, 228 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
45 of 563 holders are among the 100 largest funds by AUM, controlling 59% 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.

Hedge Fund Ownership: SW

How many hedge funds hold SW — quarterly history vs. share price
Quarterly hedge fund ownership of SW vs. share price

Market Analysis: SW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SW

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

83 top-rated funds 9 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: SW
2026 Q1 Stats Unlock in 17 days 572 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 572 569 0.53%
13F Shares 457M 449M 1.81%
Total Value $17.62B $19.01B -7.32%
New Positions 98 86 +12
Increased Positions 223 245 -22
Closed Positions 94 67 +27
Reduced Positions 216 175 +41
Total Calls 7 8 -12.5%
Total Puts 6 4 50.0%
PUT/CALL Ratio 0.86 0.5 Neutral

Statistics: SW

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
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Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

572 + investors

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

Top 25 institutional holders of SW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Exane Asset Management 7.85% 836,638 $38.4M
2 Polaris Capital Management, LLC 4.46% 1,366,550 $54.5M
3 AGMAN CAPITAL LLC 1.97% 62,026 $2.5M
4 PATTEN & PATTEN INC/TN 1.86% 774,162 $30.9M
5 Old North State Wealth Management, LLC 1.59% 86,383 $3.4M
6 PARAGON CAPITAL MANAGEMENT INC 1.04% 30,704 $1.2M
7 SALEM INVESTMENT COUNSELORS INC 0.82% 570,563 $22.7M
8 Sage Capital Advisors,llc 0.72% 78,179 $3.1M
9 SWS Partners 0.68% 69,198 $2.8M
10 KWMG, LLC 0.50% 148,886 $5.9M
11 Alberta Investment Management Corp 0.46% 1,944,236 $77.5M
12 Marathon Asset Management Ltd 0.46% 302,940 $12.1M
13 Trium Capital LLP 0.45% 16,190 $645K
14 Fruth Investment Management 0.37% 37,037 $1K
15 Compagnie Lombard Odier SCmA 0.30% 620,957 $24.7M
16 Alpha Omega Wealth Management LLC 0.27% 41,828 $1.7M
17 Sound Income Strategies, LLC 0.26% 133,815 $5.4M
18 Legacy Wealth Asset Management, LLC 0.25% 25,511 $1.0M
19 Investors Research Corp 0.24% 31,620 $1.3M
20 ASAHI LIFE ASSET MANAGEMENT CO., LTD. 0.21% 8,289 $330K
21 626 Financial, LLC 0.19% 10,860 $433K
22 ADAMS NATURAL RESOURCES FUND, INC. 0.19% 41,300 $1.6M
23 Avise Financial Cooperative, Inc. 0.18% 5,507 $219K
24 Polianta Ltd 0.18% 33,900 $1K
25 GREENWOOD CAPITAL ASSOCIATES LLC 0.15% 33,907 $1.4M
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 — 2 quarters in a row: For 2 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 — 51% buying: Last quarter: 310 funds bought or added vs 298 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 — 59% AUM from top-100 funds: 45 of 563 holders are among the 100 largest funds by AUM, controlling 59% 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 — 25% entered in last year: Only 11 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.