Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

International Flavors&Fragra (IFF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — IFF

Based on 703 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IFF 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 — 92% of 3.0Y peak

92% of all-time peak
703 funds currently hold this stock — 92% of the 3.0-year high of 765 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IFF is almost the same as a year ago (-8 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

377 buying303 selling
Last quarter: 377 funds bought or added vs 303 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.
⚠️

Fewer new buyers each quarter (-30 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 79 → 99 → 127 → 97. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 17% new
471 out of 703 hedge funds have held IFF 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.
📈

Growing discovery — still being found

78 → 79 → 99 → 127 → 97 new funds/Q
New funds entering each quarter: 79 → 99 → 127 → 97. A growing number of institutions are discovering IFF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 20% newcomers

■ 71% veterans ■ 9% 1-2yr ■ 20% new
Entry-cohort mix of 715 holders: 510 (71%) are 2+ year veterans, 61 entered 1–2 years ago, and 144 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
65 of 702 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in IFF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — IFF

In 2026 Q1, 377 hedge funds were net buyers of IFF (97 opened a new position, 280 added to an existing one), while 303 reduced or exited (205 trimmed, 98 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 47% of total institutional value in IFF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 703.

Hedge Fund Ownership: IFF

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

Market Analysis: IFF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IFF

-- --

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

Is It Too Late to Buy International Flavors&Fragra (IFF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IFF has moved relative to its sector benchmark (SPY) 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 · 83d ago
IFF
+433.0%
SPY
+14.9%

IFF outperformed SPY by +418.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
IFF
+440.2%
SPY
+1.1%

Since the filing became public, IFF outperformed SPY by +439.1% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

48 top-rated funds 3 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: IFF
698 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 698 704 -0.85%
13F Shares 256M 257M -0.56%
Total Value $18.27B $17.28B 5.73%
New Positions 95 127 -32
Increased Positions 274 228 +46
Closed Positions 101 113 -12
Reduced Positions 203 237 -34
Total Calls 6 16 -62.5%
Total Puts 7 10 -30.0%
PUT/CALL Ratio 1.17 0.62 Neutral

Statistics: IFF

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Institutional Holders (2026 Q1)

698 + investors

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

QUARTER:
Top 25 IFF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Continental Grain Co 48.06% 2,422,730 $175.8M
2 Freemont Capital Pte Ltd 37.48% 25,356,381 $1.84B
3 First Pacific Advisors, LP 5.50% 5,409,925 $392.5M
4 Redwood Grove Capital, LLC 5.14% 219,682 $15.9M
5 Kettle Hill Capital Management, LLC 4.57% 251,203 $18.2M
6 Hillman Capital Management, Inc. 3.67% 72,773 $5.3M
7 Icahn Carl C 3.63% 4,275,000 $310.2M
8 Tran Capital Management, L.P. 3.25% 326,505 $23.7M
9 Staley Capital Advisers Inc 3.24% 1,055,308 $76.6M
10 Wilkins Investment Counsel Inc 2.40% 230,664 $16.7M
11 Yelin Lapidot Holdings Management Ltd. 1.94% 128,234 $9.3M
12 KLCM Advisors, Inc. 1.62% 264,590 $19.2M
13 Leith Wheeler Investment Counsel Ltd. 1.55% 259,114 $18.8M
14 Dodge & Cox 1.45% 36,472,942 $2.65B
15 Cantor Fitzgerald Investment Advisors L.P. 1.07% 200,551 $14.5M
16 Tocqueville Asset Management L.P. 1.05% 979,858 $71.1M
17 River Road Asset Management, LLC 1.04% 1,259,653 $91.4M
18 Dean Capital Management 0.99% 33,012 $2.4M
19 HITE Hedge Asset Management LLC 0.94% 229,582 $16.7M
20 First Eagle Investment Management, LLC 0.89% 9,314,670 $675.8M
21 Clarkston Capital Partners, LLC 0.88% 158,670 $11.5M
22 Ruffer LLP 0.87% 291,613 $21.2M
23 Zwj Investment Counsel Inc 0.82% 315,193 $22.9M
24 Dean Investment Associates, LLC 0.81% 79,166 $5.7M
25 Deprince Race & Zollo Inc 0.70% 513,376 $37.2M
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 — International Flavors&Fragra (IFF)

What does the Smart Money Trend signal show for IFF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IFF 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 IFF?

Slight buying edge — 55% buying: Last quarter: 377 funds bought or added vs 303 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 IFF holders?

Elite ownership — 47% AUM from top-100 funds: 65 of 702 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in IFF. 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 IFF?

67% of holders stayed for 2+ years: 471 out of 703 hedge funds have held IFF 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 International Flavors&Fragra (IFF) following the 2026 Q1 hedge fund 13F filings?

As of today, IFF has moved +440.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +439.1%. Since the quarter end (March 31, 2026), IFF has gained +433.0% vs +14.9% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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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