Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Packaging Corp Amer (PKG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — PKG

Based on 875 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PKG 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
875 hedge funds hold PKG 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 — +5% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

438 buying391 selling
Last quarter: 438 funds bought or added vs 391 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 (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 97 → 125 → 123 → 115. 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.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
557 out of 875 hedge funds have held PKG 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 — ~115 new funds/quarter

84 → 97 → 125 → 123 → 115 new funds/Q
New funds entering each quarter: 97 → 125 → 123 → 115. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 22% newcomers

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Entry-cohort mix of 885 holders: 593 (67%) are 2+ year veterans, 99 entered 1–2 years ago, and 193 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
58 of 875 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in PKG. 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 — PKG

In 2026 Q1, 438 hedge funds were net buyers of PKG (115 opened a new position, 323 added to an existing one), while 391 reduced or exited (291 trimmed, 100 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in PKG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 875.

Hedge Fund Ownership: PKG

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

Market Analysis: PKG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PKG

-- --

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

Is It Too Late to Buy Packaging Corp Amer (PKG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PKG has moved relative to its sector benchmark (XLY) 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 · 81d ago
PKG
nan%
XLY
nan%

PKG outperformed XLY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
PKG
nan%
XLY
nan%

Since the filing became public, PKG outperformed XLY 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 ?
Broad Consensus, Selective Conviction

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

58 top-rated funds 3 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: PKG
869 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 869 860 1.05%
13F Shares 83M 87M -4.46%
Total Value $15.79B $17.34B -8.96%
New Positions 113 123 -10
Increased Positions 322 287 +35
Closed Positions 104 101 +3
Reduced Positions 284 321 -37
Total Calls 5 3 66.67%
Total Puts 5 4 25.0%
PUT/CALL Ratio 1.0 1.33 Neutral

Statistics: PKG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

869 + investors

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

QUARTER:
Top 25 PKG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlas FRM LLC 21.29% 1,532,500 $325.2M
2 Summit Financial Strategies, Inc. 4.11% 245,657 $52.1M
3 Albar Capital Partners LLP 3.05% 88,935 $18.9M
4 HFR Wealth Management, LLC 2.81% 53,941 $11.4M
5 Catherine Avery Investment Management LLC 2.40% 25,223 $5.4M
6 Norman Fields, Gottscho Capital Management, LLC 2.38% 33,958 $7.2M
7 Monte Financial Group, LLC 2.35% 31,169 $6.6M
8 Jlb & Associates Inc 2.31% 75,843 $16.1M
9 Quantessence Capital LLC 2.03% 1,964 $417K
10 SHUTTLEWORTH & Co 1.98% 10,287 $2.2M
11 Weaver C. Barksdale & Associates, Inc. 1.92% 9,499 $2.0M
12 Dayah Capital LLC 1.81% 15,000 $3.2M
13 Skba Capital Management LLC 1.48% 50,657 $10.8M
14 Ellsworth Advisors, LLC 1.37% 34,342 $7.3M
15 Bnc Wealth Management, LLC 1.20% 20,333 $4.3M
16 Conning INC. 1.12% 159,196 $33.8M
17 Select Equity Group, L.P. 1.11% 1,023,041 $217.1M
18 Front Row Advisors LLC 1.07% 14,840 $3.2M
19 Teamwork Financial Advisors, LLC 1.03% 45,756 $9.7M
20 Camden National Bank 0.96% 33,305 $7.1M
21 Vivid Wealth Management, LLC 0.95% 11,039 $2.3M
22 Concentric Capital Strategies, LP 0.95% 52,959 $11.2M
23 Scopus Asset Management, L.P. 0.89% 242,700 $51.5M
24 Letson Investment Management, INC. 0.77% 9,439 $2.0M
25 Financial Advisory Partners, LLC 0.75% 12,566 $2.7M
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 — Packaging Corp Amer (PKG)

What does the Smart Money Trend signal show for PKG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PKG 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 PKG?

Slight buying edge — 53% buying: Last quarter: 438 funds bought or added vs 391 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 PKG holders?

Elite ownership — 51% AUM from top-100 funds: 58 of 875 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in PKG. 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 PKG?

64% of holders stayed for 2+ years: 557 out of 875 hedge funds have held PKG 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 Packaging Corp Amer (PKG) following the 2026 Q1 hedge fund 13F filings?

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

Full history →