Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Deere & Co (DE)

3K + Investors. Track Smart Money conviction in DE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +148
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — DE

Based on 2580 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DE 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 (100% of max)

100% of all-time peak
2,580 hedge funds hold DE 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 — +12% more funds vs a year ago

fund count last 6Q
+277 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

1177 buying1145 selling
Last quarter: 1,177 funds bought or added vs 1,145 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 (+7 vs last Q)

new funds entering per quarter
Funds opening a new DE position: 234 → 154 → 285 → 292. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 14% new
1,755 out of 2,580 hedge funds have held DE 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.
💰

Price up while funds trimmed (+11% value, -8% shares)

Value
+10%
Shares
-7%
Last quarter: total value of institutional DE holdings rose +11% even though funds reduced share count by 8%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

235 → 234 → 154 → 285 → 292 new funds/Q
New funds entering each quarter: 234 → 154 → 285 → 292. A growing number of institutions are discovering DE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 18% new
Entry-cohort mix of 2,647 holders: 1,871 (71%) are 2+ year veterans, 301 entered 1–2 years ago, and 475 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
70 of 2567 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in DE. 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 — DE

In 2026 Q1, 1177 hedge funds were net buyers of DE (292 opened a new position, 885 added to an existing one), while 1145 reduced or exited (1001 trimmed, 144 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 62% of total institutional value in DE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +148 funds (more new holders than closures). Total institutional holders: 2580.

Hedge Fund Ownership: DE

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

Market Analysis: DE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DE

-- --

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

Is It Too Late to Buy Deere & Co (DE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DE has moved relative to its sector benchmark (XLI) since the 2026 Q2 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 June 30, 2026 · 47d ago
DE
-4.0%
XLI
+0.7%

DE outperformed XLI by -4.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
DE
+0.0%
XLI
+0.0%

Since the filing became public, DE outperformed XLI by +0.0% .

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.

107 top-rated funds 29 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: DE
2026 Q2 Stats Unlock in 3 days 3K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2545 2428 4.82%
13F Shares 186M 205M -9.19%
Total Value $98.20B $90.20B 8.86%
New Positions 280 285 -5
Increased Positions 858 852 +6
Closed Positions 163 172 -9
Reduced Positions 978 881 +97
Total Calls 38 34 11.76%
Total Puts 38 38 -
PUT/CALL Ratio 1.0 1.12 Neutral

Statistics: DE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

3K + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 DE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rothschild & Co Wealth Management UK Ltd 10.65% 1,163,497 $738.0M
2 TLW Wealth Management, LLC 10.27% 28,620 $18.2M
3 Dynamic Financial Group 8.81% 18,389 $11.7M
4 Spectrum Financial Alliance Ltd LLC 8.52% 91,213 $57.9M
5 Crown Oak Advisors, LLC 8.29% 28,048 $17.8M
6 Weybosset Research & Management LLC 7.67% 46,041 $29.2M
7 Stockbridge Partners LLC 7.57% 567,456 $360.0M
8 Gates Foundation Trust 6.56% 3,557,378 $2.26B
9 Eliot Finkel Investment Counsel, LLC 6.36% 21,440 $13.6M
10 Wealthspan Partners, LLC 5.68% 28,433 $18.0M
11 Spring Capital Management, LLC 5.55% 17,979 $11.4M
12 Montgomery Investment Management Inc 4.86% 25,240 $16.0M
13 Baer Investment Advisory LLC 4.48% 8,524 $5.3M
14 Gouws Capital LLC 4.36% 14,782 $9.4M
15 Atala Financial Inc 4.31% 11,189 $7.1M
16 Basepoint Wealth LLC 4.26% 11,737 $7.4M
17 Markel Group INC. 4.24% 877,900 $556.9M
18 Eldred Rock Partners, LLC 4.17% 30,586 $19.4M
19 Firetrail Investments Pty Ltd 4.11% 23,102 $14.6M
20 Absher Wealth Management, LLC 4.10% 56,837 $36.1M
21 First Community Trust NA 4.10% 14,295 $9.1M
22 Minneapolis Portfolio Management Group, LLC 4.04% 67,232 $42.6M
23 Castlefield Investment Partners LLP 4.00% 9,294 $5.9M
24 Wilkinson Global Asset Management LLC 3.83% 76,029 $48.2M
25 Marvin & Palmer Associates Inc 3.70% 9,279 $5.9M
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 — Deere & Co (DE)

What does the Smart Money Trend signal show for DE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DE 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 DE?

Slight buying edge — 51% buying: Last quarter: 1,177 funds bought or added vs 1,145 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 DE holders?

Elite ownership — 62% AUM from top-100 funds: 70 of 2567 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in DE. 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 DE?

68% of holders stayed for 2+ years: 1,755 out of 2,580 hedge funds have held DE 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 Deere & Co (DE) following the 2026 Q2 hedge fund 13F filings?

As of today, DE has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), DE has gained -4.0% vs +0.7% for XLI. 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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