Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PACKAGING CORP AMER (PKG)

812 + Investors. Track Smart Money conviction in PKG. 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
↑ +16
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — PKG

Based on 805 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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 (97% of max)

97% of all-time peak
805 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PKG is almost the same as a year ago (-29 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

391 buying398 selling
Last quarter: 391 funds bought or added vs 398 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 (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 79 → 88 → 120 → 114. 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.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 17% medium 17% new
529 out of 805 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.
📈

Growing discovery — still being found

132 → 79 → 88 → 120 → 114 new funds/Q
New funds entering each quarter: 79 → 88 → 120 → 114. A growing number of institutions are discovering PKG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 12% 1-2yr 20% new
Of 812 current holders: 554 (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 — 62% AUM from top-100 funds

62% from top-100 AUM funds
42 of 805 holders are among the 100 largest funds by AUM, controlling 62% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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: 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

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

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

102 top-rated funds 3 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: PKG
2026 Q1 Stats Unlock in 18 days 812 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 812 797 1.88%
13F Shares 86M 83M 3.15%
Total Value $17.06B $17.48B -2.37%
New Positions 114 121 -7
Increased Positions 286 292 -6
Closed Positions 99 106 -7
Reduced Positions 313 270 +43
Total Calls 3 5 -40.0%
Total Puts 4 4 -
PUT/CALL Ratio 1.33 0.8 Bearish

Statistics: PKG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

812 + investors

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

Top 25 institutional holders of PKG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Financial Strategies, Inc. 4.11% 245,657 $52.1M
2 Norman Fields, Gottscho Capital Management, LLC 2.38% 33,958 $7.2M
3 Ellsworth Advisors, LLC 1.37% 34,342 $7.3M
4 BNC WEALTH MANAGEMENT, LLC 1.20% 20,333 $4.3M
5 CONNING INC. 1.12% 159,196 $33.8M
6 Teamwork Financial Advisors, LLC 1.03% 45,756 $9.7M
7 Vivid Wealth Management, LLC 0.95% 11,039 $2.3M
8 LETSON INVESTMENT MANAGEMENT, INC. 0.77% 9,439 $2.0M
9 FINANCIAL ADVISORY PARTNERS, LLC 0.75% 12,566 $2.7M
10 Seelaus Asset Management LLC 0.73% 4,770 $1.0M
11 LMCG INVESTMENTS, LLC 0.72% 56,814 $12.1M
12 NAPLES GLOBAL ADVISORS, LLC 0.66% 42,379 $9.0M
13 DIAMANT ASSET MANAGEMENT, INC. 0.65% 893,446 $893K
14 Princeton Global Asset Management LLC 0.65% 18,713 $4.0M
15 ROWLANDMILLER & PARTNERS.ADV 0.57% 13,229 $3K
16 Leeward Investments, LLC - MA 0.54% 51,684 $11.0M
17 VCI Wealth Management LLC 0.54% 9,105 $1.9M
18 Appian Way Asset Management LP 0.50% 12,784 $2.8M
19 TKG Advisors, LLC 0.49% 5,564 $1.2M
20 GHP Investment Advisors, Inc. 0.48% 55,231 $11.7M
21 Live Oak Investment Partners 0.44% 3,478 $738K
22 G&S Capital LLC 0.43% 5,784 $1.2M
23 Stiles Financial Services Inc 0.41% 6,385 $1.4M
24 LMG Wealth Partners, LLC 0.41% 10,597 $2.2M
25 REXFORD CAPITAL INC 0.41% 2,685 $570K
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 — 2 quarters in a row: For 2 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 — 50% buying: Last quarter: 391 funds bought or added vs 398 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 — 62% AUM from top-100 funds: 42 of 805 holders are among the 100 largest funds by AUM, controlling 62% 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?

66% of holders stayed for 2+ years: 529 out of 805 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.

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.