SW
Smurfit Westrock plc · Consumer Cyclical · Packaging & Containers
Señales de momentum (gestores comparables):
amplitud de titulares — ·
flujo de acciones — ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 145 | +3 | 393.68M | $18.16B | +10 | −6 |
| Q1 2026 | 144 | +3 | 372.75M | $14.83B | +8 | −6 |
| Q4 2025 | 141 | 0 | 381.45M | $14.75B | +2 | −1 |
| Q3 2025 | 18 | +1 | 195.17M | $8.31B | +1 | −1 |
| Q2 2025 | 15 | -1 | 202.14M | $8.72B | — | −1 |
| Q1 2025 | 13 | +1 | 71.02M | $3.20B | +3 | −2 |
| Q4 2024 | 12 | 0 | 68.83M | $3.71B | — | — |
| Q3 2024 | 11 | +11 | 57.76M | $2.86B | +11 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (pasivo) | 27.56M | Nuevo | $1.36B | 0.2% | New | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 12.73M | Nuevo | $627.24M | 0.1% | New | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 12.73M | Nuevo | $627.24M | 0.1% | New | 1 | SEC ↗ |
| 4 | Soros Fund Management ✦ | 6.90M | Nuevo | $340.85M | 9.6% | New | 1 | SEC ↗ |
| 5 | Marshall Wace ✦ | 4.16M | Nuevo | $205.65M | 0.3% | New | 1 | SEC ↗ |
| 6 | Marshall Wace ✦ | 4.16M | Nuevo | $205.65M | 0.3% | New | 1 | SEC ↗ |
| 7 | Harris Associates (Oakmark) ✦ | 2.77M | Nuevo | $136.92M | 0.2% | New | 1 | SEC ↗ |
| 8 | Harris Associates (Oakmark) ✦ | 2.77M | Nuevo | $136.92M | 0.2% | New | 1 | SEC ↗ |
| 9 | Millennium Management ✦ | 1.90M | Nuevo | $94.14M | 0.1% | New | 1 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 908.05K | Nuevo | $44.88M | 0.0% | New | 1 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 908.05K | Nuevo | $44.88M | 0.0% | New | 1 | SEC ↗ |
| 12 | Adage Capital Partners ✦ | 465.09K | Nuevo | $22.98M | 0.0% | New | 1 | SEC ↗ |
| 13 | Wellington Management ✦ | 273.31K | Nuevo | $13.70M | 0.0% | New | 1 | SEC ↗ |
| 14 | Wellington Management ✦ | 273.31K | Nuevo | $13.70M | 0.0% | New | 1 | SEC ↗ |
| 15 | Wellington Management ✦ | 273.31K | Nuevo | $13.70M | 0.0% | New | 1 | SEC ↗ |
| 16 | Wellington Management ✦ | 273.31K | Nuevo | $13.70M | 0.0% | New | 1 | SEC ↗ |
| 17 | Wellington Management ✦ | 273.31K | Nuevo | $13.70M | 0.0% | New | 1 | SEC ↗ |
| 18 | Bridgewater Associates ✦ | 80.60K | Nuevo | $3.98M | 0.0% | New | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 6.88K | Nuevo | $339,861 | 0.0% | New | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 6.88K | Nuevo | $339,861 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $1.36B | 0.2% |
| Geode Capital Management | $627.24M | 0.1% |
| Geode Capital Management | $627.24M | 0.1% |
| Soros Fund Management | $340.85M | 9.6% |
| Marshall Wace | $205.65M | 0.3% |
| Marshall Wace | $205.65M | 0.3% |
| Harris Associates (Oakmark) | $136.92M | 0.2% |
| Harris Associates (Oakmark) | $136.92M | 0.2% |
| Millennium Management | $94.14M | 0.1% |
| T. Rowe Price | $44.88M | 0.0% |
| T. Rowe Price | $44.88M | 0.0% |
| Adage Capital Partners | $22.98M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 607 tenedores, 471.67M acciones, $18.45B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.