Stock Analysis

Data Source: SEC EDGAR 13F

Updated Hourly

HENKEL AG CO KGAA SPON ADR PFD (HENOY)

Q: Is it too late to buy HENKEL AG CO KGAA SPON ADR PFD (HENOY) following the 2026 Q1 hedge fund 13F filings?

As of today, HENOY has moved +4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the XLP sector ETF — an outperformance of +5.9%. Since the quarter end (March 31, 2026), HENOY gained +0.3% vs +1.4% 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.

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

Net Flow Q/Q

→ 0

Streak

1Q —

Buyers last Q

50%

Smart Money Signals — HENOY

Based on 5 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

📊

High ownership — 71% of 3.0Y peak

71% of all-time peak

5 funds currently hold this stock — 71% of the 3.0-year high of 7 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 17% fewer funds vs a year ago

fund count last 6Q

1 fewer hedge funds hold HENOY compared to a year ago (-17% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟡

Slight buying edge — 50% buying

2 buying2 selling

Last quarter: 2 funds bought or added vs 2 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.

➡️

Steady new buyers — ~0 new funds per quarter

Funds opening this position for the first time: 0 → 0 → 0 → 0. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 40% medium ■ 0% new

3 out of 5 hedge funds have held HENOY 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.

➡️

Steady discovery — ~0 new funds/quarter

New funds entering each quarter: 0 → 0 → 0 → 0. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 40% 1-2yr ■ 0% new

Of 5 current holders: 3 (60%) 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.

📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds

2 of 5 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

1.6

out of 10

Low Exit Risk

Exit risk score 1.6/10 — 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 — HENOY

In 2026 Q1, 2 hedge funds were net buyers of HENOY (2 added to existing positions), while 2 reduced or exited (2 trimmed their position) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 5.

Hedge Fund Ownership: HENOY

How many hedge funds hold HENOY — quarterly history vs. share price

Quarterly hedge fund ownership of HENOY vs. share price

Stock Performance

Real-time

Is It Too Late to Buy HENKEL AG CO KGAA SPON ADR PFD (HENOY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HENOY 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 · 61d ago

HENOY

+0.3%

XLP

+1.4%

HENOY outperformed XLP by -1.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 16d ago

HENOY

+4.1%

XLP

-1.8%

Since the filing became public, HENOY outperformed XLP by +5.9% .

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.

1 top-rated funds 0 high-conviction

Consensus

1.3

/ 10

breadth

Elite

0.0

/ 10

conviction

Hedge Fund Positioning: HENOY

5 + Investors

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

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	5	5	-
13F Shares	223K	185K	20.43%
Total Value	$4M	$4M	14.03%
New Positions	0	0	-
Increased Positions	2	2	-
Closed Positions	0	1	-1
Reduced Positions	2	0	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Statistics: HENOY

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Financial Highlights

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Institutional Holders (2026 Q1)

5 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 5 institutional holders of HENOY — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	CHICAGO TRUST Co NA	0.09%	28,571	$546K
2	GREAT LAKES ADVISORS, LLC	0.03%	180,034	$3.5M
3	GAMMA Investing LLC	0.00%	558	$11K
4	RHUMBLINE ADVISERS	0.00%	13,330	$258K
5	PNC FINANCIAL SERVICES GROUP, INC.	0.00%	33	—

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 — HENKEL AG CO KGAA SPON ADR PFD (HENOY)

What does the Smart Money Trend signal show for HENOY?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for HENOY?

Slight buying edge — 50% buying: Last quarter: 2 funds bought or added vs 2 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 HENOY holders?

Smaller funds dominant — 6% AUM from top-100: 2 of 5 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HENOY?

60% of holders stayed for 2+ years: 3 out of 5 hedge funds have held HENOY 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 HENKEL AG CO KGAA SPON ADR PFD (HENOY) following the 2026 Q1 hedge fund 13F filings?

As of today, HENOY has moved +4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the XLP sector ETF — an outperformance of +5.9%. Since the quarter end (March 31, 2026), HENOY has gained +0.3% vs +1.4% 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.