Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SMURFIT WESTROCK PLC (SW)

603 + 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
↑ +18
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — SW

Based on 608 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
608 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 — +5% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

360 buying262 selling
Last quarter: 360 funds bought or added vs 262 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 — ~102 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 74 → 90 → 101 → 102. 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 → 74 → 90 → 101 → 102 new funds/Q
New funds entering each quarter: 74 → 90 → 101 → 102. 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 619 current holders: 13 (2%) held 2+ years, 407 held 1–2 years, 199 (32%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
63 of 608 holders are among the 100 largest funds by AUM, controlling 51% 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.

Institutional Sentiment Summary — SW

In 2026 Q1, 360 hedge funds were net buyers of SW (102 opened a new position, 258 added to an existing one), while 262 reduced or exited (178 trimmed, 84 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in SW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 608.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy SMURFIT WESTROCK PLC (SW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SW has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 66d ago
SW
+7.7%
XLY
+7.7%

SW outperformed XLY by +0.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 21d ago
SW
+12.4%
XLY
+0.7%

Since the filing became public, SW outperformed XLY by +11.7% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

46 top-rated funds 6 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: SW
603 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 603 590 2.2%
13F Shares 470M 460M 2.16%
Total Value $18.41B $17.75B 3.68%
New Positions 100 101 -1
Increased Positions 256 216 +40
Closed Positions 87 96 -9
Reduced Positions 172 216 -44
Total Calls 6 7 -14.29%
Total Puts 8 6 33.33%
PUT/CALL Ratio 1.33 0.86 Bearish

Statistics: SW

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Institutional Holders (2026 Q1)

603 + 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:
Top 25 institutional holders of SW — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Exane Asset Management 7.85% 836,638 $38.4M
2 CAUSEWAY CAPITAL MANAGEMENT LLC 7.61% 15,566,028 $620.3M
3 Verbena Value LP 7.02% 1,076,500 $42.9M
4 Redwood Grove Capital, LLC 5.78% 449,636 $17.9M
5 OSLO PENSJONSFORSIKRING AS 5.20% 837,817 $33.4M
6 Holowesko Partners Ltd. 5.13% 459,200 $18.3M
7 Ruffer LLP 4.56% 2,786,197 $111.3M
8 Polaris Capital Management, LLC 4.46% 1,366,550 $54.5M
9 LANSDOWNE PARTNERS (UK) LLP 3.99% 1,870,219 $74.5M
10 SYCOMORE ASSET MANAGEMENT 2.51% 488,737 $18K
11 Orbis Allan Gray Ltd 2.32% 13,775,054 $548.9M
12 SOUND SHORE MANAGEMENT INC /CT/ 2.02% 1,509,136 $60.1M
13 AGMAN CAPITAL LLC 1.97% 62,026 $2.5M
14 PATTEN & PATTEN INC/TN 1.86% 774,162 $30.9M
15 THOMPSON SIEGEL & WALMSLEY LLC 1.71% 2,445,235 $97K
16 LAKEWOOD CAPITAL MANAGEMENT, LP 1.70% 675,897 $26.9M
17 Sapience Investments, LLC 1.64% 318 $13K
18 Broyhill Asset Management, LLC 1.62% 43,876 $1.7M
19 Old North State Wealth Management, LLC 1.59% 86,383 $3.4M
20 Access Investment Management LLC 1.55% 145,675 $5.8M
21 Ramirez Asset Management, Inc. 1.51% 315,203 $12.5M
22 VAN DEN BERG MANAGEMENT I, INC 1.47% 160,915 $6.4M
23 Arnhold LLC 1.34% 462,368 $18.3M
24 SOROS FUND MANAGEMENT LLC 1.10% 2,520,236 $100.4M
25 Evelyn Partners Investment Management (Europe) Ltd 1.04% 76,163 $3.0M
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: 360 funds bought or added vs 262 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 — 51% AUM from top-100 funds: 63 of 608 holders are among the 100 largest funds by AUM, controlling 51% 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.

Is it too late to buy SMURFIT WESTROCK PLC (SW) following the 2026 Q1 hedge fund 13F filings?

As of today, SW has moved +12.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.7% for the XLY sector ETF — an outperformance of +11.7%. Since the quarter end (March 31, 2026), SW has gained +7.7% vs +7.7% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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.

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