Magnera Corp (MAGN): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Magnera Corp (MAGN) following the 2026 Q1 hedge fund 13F filings?

As of today, MAGN has moved +27.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the XLP sector ETF — an outperformance of +26.3%. Since the quarter end (March 31, 2026), MAGN gained +33.3% vs +4.6% for XLP. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Magnera Corp (MAGN)

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

Smart Money Signals — MAGN

Based on 172 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 MAGN 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 — 79% of 3.0Y peak

79% of all-time peak

172 funds currently hold this stock — 79% of the 3.0-year high of 219 funds (reached 2024 Q4). 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

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

🟠

More sellers than buyers — 49% buying

88 buying91 selling

Last quarter: 91 funds reduced or exited vs 88 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 (-20 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 33 → 21 → 45 → 25. 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.

🔄

Mostly new holders — 27% entered in last year

■ 4% conviction (2yr+) ■ 69% medium ■ 27% new

Only 7 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares -5%, value -99%

Value

-99%

-4%

Last quarter: funds added -5% more shares while total portfolio value only changed -99%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

31 → 33 → 21 → 45 → 25 new funds/Q

New funds entering each quarter: 33 → 21 → 45 → 25. A growing number of institutions are discovering MAGN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 3% veterans, 37% new entrants

■ 3% veterans ■ 60% 1-2yr ■ 37% new

Of 174 current holders: 5 (3%) held 2+ years, 104 held 1–2 years, 65 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds

37 of 172 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

2.7

out of 10

Low Exit Risk

Exit risk score 2.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	170	184	-7.61%
13F Shares	36M	38M	-4.99%
Total Value	$330M	$39.80B	-99.17%
New Positions	24	45	-21
Increased Positions	61	54	+7
Closed Positions	38	36	+2
Reduced Positions	52	66	-14
Total Calls	3	2	50.0%
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.5	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

170

184

-7.61%

13F Shares

36M

38M

-4.99%

Total Value

$330M

$39.80B

-99.17%

New Positions

-21

Increased Positions

Closed Positions

Reduced Positions

-14

Total Calls

50.0%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

0.5

Bullish

Institutional Holders (2026 Q1)

170 + investors

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

QUARTER:

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

Top 25 MAGN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Littlejohn & Co LLC	21.84%	2,425,818	$23.1M
2	Seven Six Capital Management, LLC	3.83%	374,868	$3.6M
3	DG Capital Management, LLC	3.52%	1,207,356	$11.5M
4	Newtyn Management, LLC	2.80%	2,760,000	$26.2M
5	Engine Capital Management, LP	2.58%	2,243,827	$21.3M
6	Gratia Capital, LLC	1.25%	299,627	$2.8M
7	Diameter Capital Partners LP	1.07%	1,205,793	$11.5M
8	Jb Capital Partners LP	1.07%	655,000	$6.2M
9	Canyon Capital Advisors LLC	1.00%	810,000	$7.7M
10	Madison Avenue Partners, LP	0.66%	1,590,616	$15.1M
11	Clearline Capital LP	0.36%	738,317	$7.0M
12	Ancora Advisors LLC	0.15%	721,090	$6.9M
13	Alpine Global Management, LLC	0.14%	100,000	$951K
14	J. Goldman & Co LP	0.11%	387,281	$3.7M
15	Tactive Advisors, LLC	0.09%	34,895	$332K
16	Knightsbridge Asset Management, LLC	0.09%	37,289	$565K
17	Readystate Asset Management LP	0.09%	202,213	$1.9M
18	Nebula Research & Development LLC	0.07%	67,682	$818K
19	Fox Run Management, L.L.C.	0.04%	28,190	$253K
20	Bridgeway Capital Management, LLC	0.04%	198,883	$1.9M
21	Quinn Opportunity Partners LLC	0.04%	75,624	$719K
22	CastleKnight Management LP	0.03%	183,495	$1.7M
23	Verition Fund Management LLC	0.03%	432,303	$4.1M
24	Loews Corp	0.02%	300,000	$2.9M
25	RBF Capital, LLC	0.02%	45,492	$433K

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 — Magnera Corp (MAGN)

What does the Smart Money Trend signal show for MAGN?

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

More sellers than buyers — 49% buying: Last quarter: 91 funds reduced or exited vs 88 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 MAGN holders?

Strong quality — 24% AUM from major funds: 37 of 172 holders rank in the top 100 by AUM, accounting for 24% 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 MAGN?

Mostly new holders — 27% entered in last year: Only 7 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Magnera Corp (MAGN) following the 2026 Q1 hedge fund 13F filings?

As of today, MAGN has moved +27.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the XLP sector ETF — an outperformance of +26.3%. Since the quarter end (March 31, 2026), MAGN has gained +33.3% vs +4.6% for XLP. 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.

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Magnera Corp (MAGN)

Smart Money Signals — MAGN

Selling streak — 1 quarter in a row

High ownership — 79% of 3.0Y peak

Outflows — 17% fewer funds vs a year ago

More sellers than buyers — 49% buying

Fewer new buyers each quarter (-20 vs last Q)

Mostly new holders — 27% entered in last year

Buying through price weakness — shares -5%, value -99%

Growing discovery — still being found

Mixed cohorts — 3% veterans, 37% new entrants

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — MAGN

Hedge Fund Ownership: MAGN

Market Analysis: MAGN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MAGN

Is It Too Late to Buy Magnera Corp (MAGN) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MAGN

Statistics: MAGN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Magnera Corp (MAGN)

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