Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Quaker Houghton (KWR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — KWR

Based on 282 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 KWR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
282 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 (+1 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

126 buying138 selling
Last quarter: 138 funds reduced or exited vs 126 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 37 → 35 → 48 → 33. 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.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
176 out of 282 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.
📈

Growing discovery — still being found

42 → 37 → 35 → 48 → 33 new funds/Q
New funds entering each quarter: 37 → 35 → 48 → 33. A growing number of institutions are discovering KWR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 23% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Entry-cohort mix of 287 holders: 196 (68%) are 2+ year veterans, 25 entered 1–2 years ago, and 66 (23%) 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
50 of 280 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.
3.5
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 — KWR

In 2026 Q1, 126 hedge funds were net buyers of KWR (33 opened a new position, 93 added to an existing one), while 138 reduced or exited (100 trimmed, 38 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 39% of total institutional value in KWR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 282.

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

-- --

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

Is It Too Late to Buy Quaker Houghton (KWR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KWR 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 · 80d ago
KWR
nan%
SPY
+13.9%

KWR outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
KWR
nan%
SPY
+0.2%

Since the filing became public, KWR outperformed SPY by nan% .

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.

26 top-rated funds 0 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: KWR
280 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 280 287 -2.44%
13F Shares 15M 16M -1.06%
Total Value $1.84B $2.14B -14.28%
New Positions 32 48 -16
Increased Positions 93 92 +1
Closed Positions 39 34 +5
Reduced Positions 97 100 -3
Total Calls 4 4 -
Total Puts 3 0 100%
PUT/CALL Ratio 0.75 0.0 Neutral

Statistics: KWR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

280 + investors

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

QUARTER:
Top 25 KWR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Luminus Management LLC 10.22% 136,200 $16.9M
2 Bastion Asset Management Inc. 1.70% 44,266 $5.6M
3 Global Alpha Capital Management Ltd. 1.27% 169,759 $21.1M
4 Royce & Associates LP 1.01% 823,903 $102.4M
5 Dean Capital Management 0.91% 17,698 $2.2M
6 Heartland Advisors Inc 0.82% 129,793 $16.1M
7 Copeland Capital Management, LLC 0.73% 265,051 $32.9M
8 Deprince Race & Zollo Inc 0.64% 273,889 $34.0M
9 Cramer Rosenthal Mcglynn LLC 0.63% 69,249 $8.6M
10 Bridge City Capital, LLC 0.60% 17,531 $2.2M
11 Bard Associates Inc 0.52% 16,758 $2.1M
12 Palisade Capital Management, LP 0.51% 123,942 $15.4M
13 Hosking Partners LLP 0.51% 114,669 $14.2M
14 Dean Investment Associates, LLC 0.44% 25,288 $3.1M
15 Kennedy Capital Management LLC 0.42% 158,004 $19.6M
16 Mirabella Financial Services LLP 0.27% 23,216 $2.9M
17 American Capital Management Inc 0.26% 38,642 $4.8M
18 O'Brien Greene & Co. Inc 0.22% 6,277 $780K
19 Finward Bancorp 0.21% 2,065 $257K
20 Emerald Investment Advisers, LLC 0.20% 17,864 $2.2M
21 Chatham Capital Group, INC. 0.18% 10,069 $1.3M
22 MQS Management LLC 0.17% 1,979 $246K
23 Penn Capital Management Company, LLC 0.17% 17,161 $2.1M
24 William Blair Investment Management, LLC 0.16% 388,406 $48.3M
25 Cinctive Capital Management LP 0.14% 17,128 $2.1M
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?

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

More sellers than buyers — 48% buying: Last quarter: 138 funds reduced or exited vs 126 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for KWR holders?

Strong quality — 39% AUM from major funds: 50 of 280 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 KWR?

62% of holders stayed for 2+ years: 176 out of 282 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.

Is it too late to buy Quaker Houghton (KWR) following the 2026 Q1 hedge fund 13F filings?

As of today, KWR has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), KWR has gained nan% vs +13.9% 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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