Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALBEMARLE CORP (ALB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +134
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — ALB

Based on 851 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 ALB 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
851 funds currently hold this stock — 93% of the 3.0-year high of 917 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+110 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

494 buying379 selling
Last quarter: 494 funds bought or added vs 379 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 (+88 vs last Q)

new funds entering per quarter
Funds opening a new ALB position: 96 → 82 → 149 → 237. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 16% medium ■ 20% new
538 out of 851 hedge funds have held ALB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +76% but shares only +1% — price-driven

Value
+75%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +76%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

113 → 96 → 82 → 149 → 237 new funds/Q
New funds entering each quarter: 96 → 82 → 149 → 237. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 9% 1-2yr ■ 21% new
Of 906 current holders: 629 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
44 of 851 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ALB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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: ALB

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

Market Analysis: ALB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALB

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

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

93 top-rated funds 9 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: ALB
2026 Q1 Stats Unlock in 20 days 906 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 906 771 17.51%
13F Shares 134M 132M 1.41%
Total Value $18.81B $10.69B 75.88%
New Positions 244 151 +93
Increased Positions 312 308 +4
Closed Positions 107 90 +17
Reduced Positions 359 315 +44
Total Calls 32 33 -3.03%
Total Puts 34 31 9.68%
PUT/CALL Ratio 1.06 0.94 Neutral

Statistics: ALB

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

906 + investors

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

Top 25 institutional holders of ALB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Portman Square Capital LLP 2.55% 368,200 $66.1M
2 Sicart Associates LLC 2.18% 47,202 $8.5M
3 Blue Capital, Inc. 2.10% 17,946 $3.2M
4 Old North State Wealth Management, LLC 2.10% 25,273 $4.5M
5 CHAPIN DAVIS, INC. 2.06% 51,439 $9.2M
6 EPIQ PARTNERS, LLC 1.92% 22,921 $4.1M
7 Decker Retirement Planning Inc. 1.77% 21,754 $3.9M
8 Miller Global Investments, LLC 1.41% 8,558 $1.5M
9 Parrish Capital LLC 1.36% 10,598 $1.5M
10 Eagle Bluffs Wealth Management LLC 1.14% 16,268 $2.9M
11 Amanah Holdings Trust 1.07% 135,000 $9.7M
12 Leibman Financial Services, Inc. 1.06% 8,054 $1.4M
13 Point Windward Advisors Inc. 0.95% 10,605 $1.9M
14 Unified Investment Management 0.91% 4,956 $890K
15 Level Wealth Management LLC 0.84% 9,957 $1.8M
16 Jones Kertz & Associates, Inc. 0.83% 8,750 $1.6M
17 Andrew Hill Investment Advisors, Inc. 0.83% 5,200 $934K
18 Realta Investment Advisors 0.80% 12,796 $2.3M
19 Norway Savings Bank 0.73% 8,580 $1.5M
20 Stanley-Laman Group, Ltd. 0.70% 31,919 $5.7M
21 Occidental Asset Management, LLC 0.69% 32,610 $5.9M
22 Vest Financial, LLC 0.62% 287,595 $51.6M
23 Drum Hill Capital, LLC 0.60% 3,655 $656K
24 Portman Square Capital LLP 0.60% 86,811 $15.6M
25 Partnership Wealth Management, LLC 0.55% 4,000 $718K
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 — ALBEMARLE CORP (ALB)

What does the Smart Money Trend signal show for ALB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ALB 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 ALB?

Slight buying edge — 57% buying: Last quarter: 494 funds bought or added vs 379 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 ALB holders?

Elite ownership — 43% AUM from top-100 funds: 44 of 851 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ALB. 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 ALB?

63% of holders stayed for 2+ years: 538 out of 851 hedge funds have held ALB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.