Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

International Flavors&Fragra (IFF)

741 + 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
↑ +51
Streak
4Q ▲
Buyers last Q
58%

Smart Money Signals — IFF

Based on 757 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IFF 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 (99% of max)

99% of all-time peak
757 hedge funds hold IFF 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.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+71 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

415 buying300 selling
Last quarter: 415 funds bought or added vs 300 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 (+22 vs last Q)

new funds entering per quarter
Funds opening a new IFF position: 99 → 127 → 98 → 120. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 16% medium ■ 17% new
502 out of 757 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.
➡️

Steady discovery — ~120 new funds/quarter

80 → 99 → 127 → 98 → 120 new funds/Q
New funds entering each quarter: 99 → 127 → 98 → 120. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 19% newcomers

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Entry-cohort mix of 769 holders: 552 (72%) are 2+ year veterans, 72 entered 1–2 years ago, and 145 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
67 of 753 holders are among the 100 largest funds by AUM, controlling 57% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 415 hedge funds were net buyers of IFF (120 opened a new position, 295 added to an existing one), while 300 reduced or exited (231 trimmed, 69 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in IFF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +51 funds (more new holders than closures). Total institutional holders: 757.

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 Q2 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 June 30, 2026 · 86d ago
IFF
+8.2%
SPY
+3.1%

IFF outperformed SPY by +5.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 41d ago
IFF
+2.3%
SPY
-1.8%

Since the filing became public, IFF outperformed SPY by +4.1% .

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.

29 top-rated funds 3 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: IFF
741 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 741 706 4.96%
13F Shares 272M 260M 4.62%
Total Value $21.26B $18.55B 14.63%
New Positions 117 98 +19
Increased Positions 286 276 +10
Closed Positions 78 97 -19
Reduced Positions 228 204 +24
Total Calls 9 6 50.0%
Total Puts 7 7 -
PUT/CALL Ratio 0.78 1.17 Neutral

Statistics: IFF

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Institutional Holders (2026 Q2)

741 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Continental Grain Co 47.41% 2,682,730 $212.5M
2 Freemont Capital Pte Ltd 40.99% 25,356,381 $2.01B
3 Exane Asset Management 6.07% 185,402 $16.8M
4 First Pacific Advisors, LP 5.34% 5,455,081 $432.2M
5 Kettle Hill Capital Management, LLC 4.48% 229,829 $18.2M
6 Redwood Grove Capital, LLC 4.41% 219,682 $17.4M
7 Icahn Carl C 4.10% 4,275,000 $338.7M
8 Hillman Capital Management, Inc. 3.61% 62,875 $5.0M
9 Staley Capital Advisers Inc 3.29% 1,066,978 $84.5M
10 Ilex Capital Partners (UK) LLP 3.22% 1,979,510 $156.8M
11 Tran Capital Management, L.P. 2.99% 327,392 $25.9M
12 Wilkins Investment Counsel Inc 2.45% 229,311 $18.2M
13 KLCM Advisors, Inc. 1.61% 257,593 $20.4M
14 Leith Wheeler Investment Counsel Ltd. 1.54% 256,254 $20.3M
15 Dodge & Cox 1.53% 37,007,037 $2.93B
16 Yelin Lapidot Holdings Management Ltd. 1.38% 92,004 $7.3M
17 EVR Research LP 1.37% 35,000 $2.8M
18 First Eagle Investment Management, LLC 1.24% 9,409,698 $745.4M
19 River Road Asset Management, LLC 1.20% 1,364,943 $108.1M
20 Cantor Fitzgerald Investment Advisors L.P. 1.09% 203,612 $16.1M
21 Tocqueville Asset Management L.P. 1.06% 1,015,185 $80.4M
22 Econ Financial Services Corp 0.98% 26,421 $2.1M
23 Dean Capital Management 0.95% 33,012 $2.6M
24 Dean Investment Associates, LLC 0.83% 79,989 $6.3M
25 Zwj Investment Counsel Inc 0.82% 320,751 $25.4M
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 — International Flavors&Fragra (IFF)

What does the Smart Money Trend signal show for IFF?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IFF 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 IFF?

Slight buying edge — 58% buying: Last quarter: 415 funds bought or added vs 300 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 — 57% AUM from top-100 funds: 67 of 753 holders are among the 100 largest funds by AUM, controlling 57% 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?

66% of holders stayed for 2+ years: 502 out of 757 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 Q2 hedge fund 13F filings?

As of today, IFF has moved +2.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +4.1%. Since the quarter end (June 30, 2026), IFF has gained +8.2% vs +3.1% for SPY. 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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