Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN WOODMARK CORP (AMWD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -16
Streak
6Q ▼
Buyers last Q
48%

Smart Money Signals — AMWD

Based on 167 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds reduced or closed their AMWD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 70% of 3.0Y peak

70% of all-time peak
167 funds currently hold this stock — 70% of the 3.0-year high of 239 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 16% fewer funds vs a year ago

fund count last 6Q
33 fewer hedge funds hold AMWD compared to a year ago (-16% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

88 buying97 selling
Last quarter: 97 funds reduced or exited vs 88 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 33 → 39 → 25 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 19% new
105 out of 167 hedge funds have held AMWD 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.
💎

Buying through price weakness — shares +3%, value -24%

Value
-23%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

25 → 33 → 39 → 25 → 24 new funds/Q
New funds entering each quarter: 33 → 39 → 25 → 24. AMWD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 9% 1-2yr ■ 20% new
Of 169 current holders: 120 (71%) 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 — 42% AUM from top-100 funds

42% from top-100 AUM funds
39 of 167 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in AMWD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — 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 — AMWD

In 2026 Q1, 88 hedge funds were net buyers of AMWD (24 opened a new position, 64 added to an existing one), while 97 reduced or exited (57 trimmed, 40 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This extends a 6-quarter selling streak, suggesting sustained institutional caution. 42% of total institutional value in AMWD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -16 funds (more exits than new entries). Total institutional holders: 167.

Hedge Fund Ownership: AMWD

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

Market Analysis: AMWD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMWD

-- --

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

Is It Too Late to Buy AMERICAN WOODMARK CORP (AMWD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AMWD 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 · 53d ago
AMWD
-2.3%
XLY
+9.4%

AMWD outperformed XLY by -11.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 8d ago
AMWD
+6.6%
XLY
+2.3%

Since the filing became public, AMWD outperformed XLY by +4.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: AMWD
166 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 166 183 -9.29%
13F Shares 15M 15M 3.23%
Total Value $604M $791M -23.59%
New Positions 23 25 -2
Increased Positions 64 67 -3
Closed Positions 40 29 +11
Reduced Positions 57 67 -10
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: AMWD

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Valuation Measures Data as of: --

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

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

166 + investors

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

QUARTER:
Top 25 institutional holders of AMWD — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 STONEHILL CAPITAL MANAGEMENT LLC 4.26% 211,036 $8K
2 XY Capital Ltd 1.97% 50,000 $2.0M
3 GRACE & WHITE INC /NY 0.91% 129,732 $5.2M
4 Atlas FRM LLC 0.77% 296,000 $11.8M
5 Versor Investments LP 0.77% 7,854 $313K
6 ALPINE ASSOCIATES MANAGEMENT INC. 0.53% 225,795 $9.0M
7 REDWOOD CAPITAL MANAGEMENT, LLC 0.43% 72,402 $2.9M
8 AMERICAN FINANCIAL GROUP INC 0.43% 28,924 $1.2M
9 Kintayl Capital LP 0.41% 19,589 $780K
10 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.35% 386,189 $15.4M
11 SummerHaven Investment Management, LLC 0.29% 11,783 $469K
12 AQR Arbitrage LLC 0.22% 339,867 $13.5M
13 PZENA INVESTMENT MANAGEMENT LLC 0.21% 1,643,562 $65.5M
14 Diametric Capital, LP 0.17% 15,991 $637K
15 CAXTON ASSOCIATES LLP 0.15% 161,234 $6.4M
16 CREDIT INDUSTRIEL ET COMMERCIAL 0.14% 45,930 $1.8M
17 Magnetar Financial LLC 0.13% 313,986 $12.5M
18 Skandinaviska Enskilda Banken AB (publ) 0.12% 128,196 $5.1M
19 ABC ARBITRAGE SA 0.10% 18,378 $732K
20 MANGROVE PARTNERS IM, LLC 0.09% 28,766 $1.1M
21 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.07% 88,419 $3.5M
22 PRELUDE CAPITAL MANAGEMENT, LLC 0.04% 13,056 $520K
23 CSS LLC/IL 0.03% 16,603 $661K
24 WEDGE CAPITAL MANAGEMENT L L P/NC 0.03% 35,143 $1.4M
25 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% 185,105 $7.4M
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 — AMERICAN WOODMARK CORP (AMWD)

What does the Smart Money Trend signal show for AMWD?

Selling streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds reduced or closed their AMWD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AMWD?

More sellers than buyers — 48% buying: Last quarter: 97 funds reduced or exited vs 88 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AMWD holders?

Elite ownership — 42% AUM from top-100 funds: 39 of 167 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in AMWD. 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 AMWD?

63% of holders stayed for 2+ years: 105 out of 167 hedge funds have held AMWD 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.

Is it too late to buy AMERICAN WOODMARK CORP (AMWD) following the 2026 Q1 hedge fund 13F filings?

As of today, AMWD has moved +6.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.3% for the XLY sector ETF — an outperformance of +4.3%. Since the quarter end (March 31, 2026), AMWD has gained -2.3% vs +9.4% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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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