Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

QUAKER HOUGHTON (KWR)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — KWR

Based on 269 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added KWR 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 (96% of max)

96% of all-time peak
269 hedge funds hold KWR 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding KWR is almost the same as a year ago (-6 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

135 buying128 selling
Last quarter: 135 funds bought or added vs 128 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 (+12 vs last Q)

new funds entering per quarter
Funds opening a new KWR position: 39 → 33 → 33 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 19% medium 17% new
172 out of 269 hedge funds have held KWR 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 — ~45 new funds/quarter

36 → 39 → 33 → 33 → 45 new funds/Q
New funds entering each quarter: 39 → 33 → 33 → 45. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 11% 1-2yr 21% new
Of 270 current holders: 184 (68%) 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 — 50% AUM from top-100 funds

50% from top-100 AUM funds
39 of 269 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in KWR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

Hedge Fund Ownership: KWR

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

Market Analysis: KWR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KWR

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

46 top-rated funds 0 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: KWR
2026 Q1 Stats Unlock in 21 days 270 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 270 259 4.25%
13F Shares 16M 15M 0.92%
Total Value $2.13B $2.02B 5.31%
New Positions 45 33 +12
Increased Positions 91 88 +3
Closed Positions 32 36 -4
Reduced Positions 98 104 -6
Total Calls 4 4 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.25 Bullish

Statistics: KWR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

270 + investors

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

Top 25 institutional holders of KWR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DEPRINCE RACE & ZOLLO INC 0.64% 273,889 $34.0M
2 Hosking Partners LLP 0.51% 114,669 $14.2M
3 Finward Bancorp 0.21% 2,065 $257K
4 CHATHAM CAPITAL GROUP, INC. 0.18% 10,069 $1.3M
5 MQS Management LLC 0.17% 1,979 $246K
6 Legacy Wealth Asset Management, LLC 0.05% 1,610 $200K
7 Inspire Investing, LLC 0.04% 4,199 $522K
8 Louisiana State Employees Retirement System 0.01% 6,100
9 Versant Capital Management, Inc 0.01% 916 $114K
10 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% 7,877 $979K
11 State of Alaska, Department of Revenue 0.01% 7,570
12 ProShare Advisors LLC 0.01% 50,000 $6.2M
13 GAMMA Investing LLC 0.01% 957 $119K
14 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 3,657 $454K
15 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 18,914 $2K
16 Capital Advisors, Ltd. LLC 0.00% 295
17 First Pacific Financial 0.00% 151 $19K
18 PARK AVENUE SECURITIES LLC 0.00% 2,467
19 Kohmann Bosshard Financial Services, LLC 0.00% 196 $24K
20 Private Wealth Management Group, LLC 0.00% 61 $8K
21 Handelsbanken Fonder AB 0.00% 4,779
22 True Wealth Design, LLC 0.00% 54 $7K
23 WOLFF WIESE MAGANA LLC 0.00% 23 $3K
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 5,265 $635K
25 Sterling Capital Management LLC 0.00% 456 $57K
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 — QUAKER HOUGHTON (KWR)

What does the Smart Money Trend signal show for KWR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added KWR 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 KWR?

Slight buying edge — 51% buying: Last quarter: 135 funds bought or added vs 128 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 KWR holders?

Elite ownership — 50% AUM from top-100 funds: 39 of 269 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in KWR. 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 KWR?

64% of holders stayed for 2+ years: 172 out of 269 hedge funds have held KWR 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.

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.