SMURFIT WESTROCK PLC SW
SHS · Common Stock · CUSIP G8267P108
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* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.49. Options: 12 managers hold calls ($61.8m notional), 6 hold puts ($3.0m).
Trends to Q3 2024
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $0 | $0 | — |
| Q1 2024 | $0 | $0 | — |
| Q2 2024 | $0 | $0 | — |
| Q3 2024 | $61.8m | $3.0m | 0.05 |
Biggest buyers
| VANGUARD GROUP INC | New | +78.1m |
| NORGES BANK | New | +27.6m |
| STATE STREET CORP | New | +19.6m |
| Capital Research Global Investors | New | +18.1m |
| Nuveen Asset Management, LLC | New | +13.7m |
| GEODE CAPITAL MANAGEMENT, LLC | New | +12.7m |
| Invesco Ltd. | New | +9.5m |
| JPMORGAN CHASE & CO | New | +8.9m |
| AMERIPRISE FINANCIAL INC | New | +8.9m |
| FMR LLC | New | +8.7m |
Biggest sellers
| None |
Biggest calls
| Troluce Capital Advisors LLC | New | $49.7m1.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $4.8m96.9k shares |
| CITADEL ADVISORS LLC | New | $4.4m89.6k shares |
| Parallax Volatility Advisers, L.P. | New | $889.6k18.0k shares |
| GROUP ONE TRADING LLC | New | $652.3k13.2k shares |
| SIMPLEX TRADING, LLC | New | $429.0k8.7k shares |
| WOLVERINE TRADING, LLC | New | $410.7k8.2k shares |
| Walleye Trading LLC | New | $296.5k6.0k shares |
| JANE STREET GROUP, LLC | New | $202.6k4.1k shares |
| HAP Trading, LLC | New | $33.5k12.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $1.1m22.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $1.0m20.5k shares |
| Parallax Volatility Advisers, L.P. | New | $410.2k8.3k shares |
| SIMPLEX TRADING, LLC | New | $286.0k5.8k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | New | $123.5k2.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Capital Research Global Investors 13G · institution +1.2 pts · filed 2026-08-12 | 8.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 7.5% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q3 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $23.8k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-07-29 | Lorenzatto Jairo Officer | Sold | $23.8k491 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.07% of their portfolio | 78.1m $3.9bn | New |
| BlackRock, Inc. 0.04% of their portfolio | 40.5m $2.0bn | First filing |
| NORGES BANK 0.19% of their portfolio | 27.6m $1.4bn | New |
| STATE STREET CORP 0.04% of their portfolio | 19.6m $967.6m | New |
| Capital Research Global Investors 0.19% of their portfolio | 18.1m $895.5m | New |
| Nuveen Asset Management, LLC 0.19% of their portfolio | 13.7m $675.5m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 12.7m $627.2m | New |
| Invesco Ltd. 0.09% of their portfolio | 9.5m $470.8m | New |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 8.9m $442.1m | New |
| AMERIPRISE FINANCIAL INC 0.11% of their portfolio | 8.9m $437.6m | New |
| FMR LLC 0.03% of their portfolio | 8.7m $431.7m | New |
| DEUTSCHE BANK AG\ 0.16% of their portfolio | 8.0m $395.0m | New |
| MIZUHO SECURITIES USA LLC 0.10% of their portfolio | 7.9m $9.1m | New |
| Bank of New York Mellon Corp 0.07% of their portfolio | 7.3m $361.0m | New |
| SOROS FUND MANAGEMENT LLC 6.80% of their portfolio | 6.9m $340.8m | New |
| FIL Ltd 0.29% of their portfolio | 6.5m $323.5m | New |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 6.2m $307.7m | New |
| Amundi 0.10% of their portfolio | 5.9m $274.3m | New |
| Pictet Asset Management Holding SA 0.28% of their portfolio | 5.2m $256.3m | New |
| LANSDOWNE PARTNERS (UK) LLP 19.67% of their portfolio | 5.1m $251.7m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.26% of their portfolio | 4.5m $227.4m | New |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 4.3m $198.3m | New |
| CAUSEWAY CAPITAL MANAGEMENT LLC 5.10% of their portfolio | 4.2m $207.4m | New |
| MARSHALL WACE, LLP 0.27% of their portfolio | 4.2m $205.7m | New |
| NORTHERN TRUST CORP 0.03% of their portfolio | 4.0m $198.3m | New |
| Ruffer LLP 6.05% of their portfolio | 3.8m $192.0m | New |
| ALLIANCEBERNSTEIN L.P. 0.06% of their portfolio | 3.8m $186.3m | New |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 3.6m $180.1m | New |
| Legal & General Group Plc 0.05% of their portfolio | 3.5m $174.5m | New |
| BARCLAYS PLC 0.08% of their portfolio | 3.5m $171.0m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 3.1m $151.2m | New |
| MORGAN STANLEY 0.01% of their portfolio | 3.0m $146.6m | New |
| LBP AM SA 2.16% of their portfolio | 2.9m $143.9m | New |
| HARRIS ASSOCIATES L P 0.18% of their portfolio | 2.8m $136.9m | New |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.7m $132.3m | New |
| THOMPSON SIEGEL & WALMSLEY LLC 1.95% of their portfolio | 2.6m $129.5m | New |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 1.9m $94.1m | New |
| ARGA Investment Management, LP 3.05% of their portfolio | 1.8m $92.1m | New |
| CITIGROUP INC 0.07% of their portfolio | 1.6m $77.2m | New |
| Swiss National Bank 0.05% of their portfolio | 1.5m $76.1m | New |
| Incentive AS 44.86% of their portfolio | 1.5m $73.5m | New |
| Zurich Insurance Group Ltd/FI 0.56% of their portfolio | 1.3m $65.5m | New |
| MACKENZIE FINANCIAL CORP 0.09% of their portfolio | 1.3m $64.7m | New |
| Vontobel Holding Ltd. 0.20% of their portfolio | 1.3m $62.8m | New |
| Cullen Capital Management, LLC 0.66% of their portfolio | 1.2m $60.8m | New |
| AVIVA PLC 0.15% of their portfolio | 1.1m $57.4m | New |
| LAKEWOOD CAPITAL MANAGEMENT, LP 4.41% of their portfolio | 1.1m $54.2m | New |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 1.1m $52.6m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 1.0m $51.4m | New |
| PATTEN & PATTEN INC/TN 3.29% of their portfolio | 1.0m $49.5m | New |
| UBS Group AG 0.01% of their portfolio | 973.1k $48.1m | New |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 945.6k $47.4m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 908.1k $44.9m | New |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 861.0k $42.5m | New |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 811.3k $40.1m | New |
| Compagnie Lombard Odier SCmA 0.62% of their portfolio | 801.8k $39.6m | New |
| Retirement Systems of Alabama 0.14% of their portfolio | 745.9k $36.9m | New |
| J. Goldman & Co LP 1.59% of their portfolio | 741.6k $36.7m | New |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 741.3k $36.6m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 731.3k $36.1m | New |
| Melqart Asset Management (UK) Ltd 3.50% of their portfolio | 721.7k $35.7m | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% of their portfolio | 706.4k $35.0m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 678.7k $33.5m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 641.9k $31.7m | New |
| Triodos Investment Management BV 2.40% of their portfolio | 615.2k $30.4m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 601.3k $29.7m | New |
| SALEM INVESTMENT COUNSELORS INC 0.88% of their portfolio | 589.7k $29.1m | New |
| Allianz Asset Management GmbH 0.04% of their portfolio | 576.5k $28.5m | New |
| SYCOMORE ASSET MANAGEMENT 3.37% of their portfolio | 551.4k $20.3m | New |
| Korea Investment CORP 0.06% of their portfolio | 546.8k $27.0m | New |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 537.6k $26.6m | New |
| Polar Capital Holdings Plc 0.18% of their portfolio | 527.8k $32.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 500.8k $24.8m | New |
| Savant Capital, LLC 0.20% of their portfolio | 495.2k $24.5m | New |
| FLOSSBACH VON STORCH SE 0.10% of their portfolio | 492.7k $24.6m | New |
| STOREBRAND ASSET MANAGEMENT AS 0.08% of their portfolio | 488.7k $24.2m | New |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 470.4k $23.2m | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 465.1k $23.0m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 451.2k $22.3m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 450.0k $22.2m | New |
| SEI INVESTMENTS CO 0.03% of their portfolio | 423.7k $20.9m | New |
| Arnhold LLC 1.98% of their portfolio | 410.1k $20.4m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 406.1k $20.3m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 400.0k $19.8m | New |
| ABN AMRO Bank N.V. 0.27% of their portfolio | 393.5k $19.5m | New |
| MOORE CAPITAL MANAGEMENT, LP 0.56% of their portfolio | 390.8k $19.3m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.05% of their portfolio | 386.2k $19.1m | New |
| One Fin Capital Management LP 7.09% of their portfolio | 380.0k $18.8m | New |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.83% of their portfolio | 378.9k $18.7m | New |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 353.0k $17.6m | New |
| GROUPAMA ASSET MANAGMENT 0.35% of their portfolio | 336.7k $13.5m | New |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 336.1k $16.6m | New |
| Tredje AP-fonden 0.15% of their portfolio | 330.0k $16.3m | New |
| Boston Common Asset Management, LLC 0.42% of their portfolio | 329.1k $16.3m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 328.2k $16.2m | New |
| Access Investment Management LLC 4.93% of their portfolio | 327.4k $16.2m | New |
| Redwood Grove Capital, LLC 4.28% of their portfolio | 318.6k $15.7m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 300.2k $14.8m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 278.3k $13.8m | New |
| Swedbank AB 0.02% of their portfolio | 276.3k $13.7m | New |