Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Darling Ingredients Inc (DAR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +127
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — DAR

Based on 608 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DAR 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 DAR 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.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+142 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 64% buying

388 buying223 selling
Last quarter: 388 funds were net buyers (183 opened a brand new position + 205 added to an existing one). Only 223 were sellers (167 trimmed + 56 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+97 vs last Q)

new funds entering per quarter
Funds opening a new DAR position: 86 → 58 → 86 → 183. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 16% medium ■ 25% new
361 out of 608 hedge funds have held DAR 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.
💰

Price up while funds trimmed (+61% value, -4% shares)

Value
+60%
Shares
-3%
Last quarter: total value of institutional DAR holdings rose +61% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

75 → 86 → 58 → 86 → 183 new funds/Q
New funds entering each quarter: 86 → 58 → 86 → 183. 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.
🏛️

Veteran-anchored — 67% veterans vs 25% newcomers

■ 67% veterans ■ 7% 1-2yr ■ 25% new
Entry-cohort mix of 642 holders: 433 (67%) are 2+ year veterans, 47 entered 1–2 years ago, and 162 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
58 of 603 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — DAR

In 2026 Q1, 388 hedge funds were net buyers of DAR (183 opened a new position, 205 added to an existing one), while 223 reduced or exited (167 trimmed, 56 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 39% of total institutional value in DAR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +127 funds (more new holders than closures). Total institutional holders: 608.

Hedge Fund Ownership: DAR

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

Market Analysis: DAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DAR

-- --

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

Is It Too Late to Buy Darling Ingredients Inc (DAR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DAR has moved relative to its sector benchmark (XLP) 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 · 78d ago
DAR
-10.8%
XLP
+4.4%

DAR outperformed XLP by -15.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
DAR
-11.5%
XLP
+1.1%

Since the filing became public, DAR outperformed XLP by -12.6% .

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 ?
Broad Consensus, Selective Conviction

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

43 top-rated funds 12 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
5.3
/ 10
conviction
Hedge Fund Positioning: DAR
603 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 603 481 25.36%
13F Shares 169M 176M -3.6%
Total Value $10.15B $6.31B 60.86%
New Positions 180 86 +94
Increased Positions 197 143 +54
Closed Positions 58 69 -11
Reduced Positions 157 185 -28
Total Calls 20 17 17.65%
Total Puts 19 12 58.33%
PUT/CALL Ratio 0.95 0.71 Neutral

Statistics: DAR

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Valuation Measures Data as of: --

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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)

603 + investors

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

QUARTER:
Top 25 DAR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Walnut Level Capital LLC 19.69% 375,000 $23.2M
2 Harspring Capital Management, LLC 13.83% 425,000 $26.3M
3 Walnut Level Capital LLC 12.32% 234,533 $14.5M
4 Palo Duro Investment Partners, LP 10.56% 878,333 $54.3M
5 Appian Way Asset Management LP 9.65% 1,744,864 $53.9M
6 Goodlander Investment Management, LLC 8.56% 400,000 $24.7M
7 NFC Investments, LLC 7.74% 449,690 $27.8M
8 Southernsun Asset Management, LLC 6.99% 780,110 $48.2M
9 No Street GP LP 5.78% 1,400,000 $86.6M
10 Brooklands Fund Management Ltd 5.60% 80,570 $5.0M
11 Mudita Advisors LLP 5.36% 424,841 $26.3M
12 Triodos Investment Management BV 4.37% 933,914 $57.8M
13 Gates Capital Management, Inc. 3.99% 2,361,119 $146.0M
14 Merewether Investment Management, LP 3.98% 3,324,523 $205.6M
15 Firetrail Investments Pty Ltd 3.56% 168,593 $10.4M
16 Fulcrum Asset Management LLP 3.34% 365,718 $22.1M
17 Appian Way Asset Management LP 3.26% 590,000 $18.2M
18 Resolute Capital Asset Partners LLC 2.77% 85,000 $5.3M
19 Semanteon Capital Management, LP 2.75% 3,312 $205K
20 Steadtrust LLC 2.33% 66,400 $4.1M
21 Aristotle Atlantic Partners, LLC 2.13% 735,526 $45.5M
22 Darwins River Capital, LP 1.92% 58,120 $3.6M
23 Dayah Capital LLC 1.92% 54,605 $3.4M
24 Bruce & Co., Inc. 1.87% 106,000 $6.6M
25 CFO4Life Group, LLC 1.82% 193,470 $12.0M
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 — Darling Ingredients Inc (DAR)

What does the Smart Money Trend signal show for DAR?

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

More buyers than sellers — 64% buying: Last quarter: 388 funds were net buyers (183 opened a brand new position + 205 added to an existing one). Only 223 were sellers (167 trimmed + 56 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DAR holders?

Strong quality — 39% AUM from major funds: 58 of 603 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DAR?

59% of holders stayed for 2+ years: 361 out of 608 hedge funds have held DAR 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 Darling Ingredients Inc (DAR) following the 2026 Q1 hedge fund 13F filings?

As of today, DAR has moved -11.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the XLP sector ETF — an outperformance of -12.6%. Since the quarter end (March 31, 2026), DAR has gained -10.8% vs +4.4% for XLP. 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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