Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Knowles Corp (KN)

277 + Investors. Track Smart Money conviction in KN. 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
56%

Smart Money Signals — KN

Based on 278 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 KN 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
278 hedge funds hold KN 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 — +16% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

144 buying114 selling
Last quarter: 144 funds bought or added vs 114 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 (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 19 → 37 → 52 → 43. 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+) ■ 22% medium ■ 17% new
171 out of 278 hedge funds have held KN 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 (+17% value, -0% shares)

Value
+17%
Shares
0%
Last quarter: total value of institutional KN holdings rose +17% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

45 → 19 → 37 → 52 → 43 new funds/Q
New funds entering each quarter: 19 → 37 → 52 → 43. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Entry-cohort mix of 278 holders: 195 (70%) are 2+ year veterans, 24 entered 1–2 years ago, and 59 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
51 of 278 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in KN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — KN

In 2026 Q1, 144 hedge funds were net buyers of KN (43 opened a new position, 101 added to an existing one), while 114 reduced or exited (86 trimmed, 28 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in KN 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: 278.

Hedge Fund Ownership: KN

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

Market Analysis: KN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KN

-- --

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

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

Signal Freshness measures how much KN has moved relative to its sector benchmark (XLK) 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 · 91d ago
KN
+59.2%
XLK
+39.7%

KN outperformed XLK by +19.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 46d ago
KN
+16.4%
XLK
+5.3%

Since the filing became public, KN outperformed XLK by +11.1% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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 1 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: KN
277 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 277 263 5.32%
13F Shares 86M 86M -0.34%
Total Value $2.16B $1.84B 17.08%
New Positions 42 52 -10
Increased Positions 101 80 +21
Closed Positions 28 24 +4
Reduced Positions 86 92 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KN

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

277 + investors

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

QUARTER:
Top 25 KN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Anchor Capital Management Company, LLC 5.26% 189,817 $4.9M
2 Cramer Rosenthal Mcglynn LLC 1.98% 1,052,262 $27.0M
3 Ballast Asset Management, LP 1.95% 170,987 $4.4M
4 Aristotle Capital Boston, LLC 1.60% 1,004,205 $25.8M
5 Harvey Partners, LLC 1.36% 664,500 $17.1M
6 Ariel Investments, LLC 1.10% 3,818,862 $98.1M
7 Harber Asset Management LLC 1.03% 62,818 $1.6M
8 Intrinsic Edge Capital Management LLC 0.98% 230,000 $5.9M
9 Virtus Advisers, LLC 0.72% 60,620 $1.6M
10 G2 Investment Partners Management LLC 0.70% 110,725 $2.8M
11 Phocas Financial Corp. 0.56% 137,752 $3.5M
12 Hodges Capital Management Inc. 0.46% 217,386 $5.6M
13 Royce & Associates LP 0.46% 1,807,137 $46.4M
14 EntryPoint Capital, LLC 0.43% 56,883 $1.5M
15 Barrow Hanley Mewhinney & Strauss LLC 0.25% 2,932,561 $75.3M
16 Edgestream Partners, L.P. 0.23% 274,840 $7.1M
17 Oberweis Asset Management Inc/ 0.18% 234,200 $6.0M
18 Numerai GP LLC 0.17% 66,883 $1.7M
19 Aster Capital Management (DIFC) Ltd 0.16% 31,390 $477K
20 AlphaQuest LLC 0.15% 127,605 $2.7M
21 Neuberger Berman Group LLC 0.11% 5,746,933 $147.6M
22 William Blair Investment Management, LLC 0.11% 1,274,700 $32.7M
23 NJ State Employees Deferred Compensation Plan 0.08% 32,000 $746K
24 Silvercrest Asset Management Group LLC 0.08% 441,931 $11.3M
25 Cannell & Spears LLC 0.08% 166,941 $4.1M
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 — Knowles Corp (KN)

What does the Smart Money Trend signal show for KN?

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

Slight buying edge — 56% buying: Last quarter: 144 funds bought or added vs 114 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 KN holders?

Elite ownership — 42% AUM from top-100 funds: 51 of 278 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in KN. 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 KN?

62% of holders stayed for 2+ years: 171 out of 278 hedge funds have held KN 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 Knowles Corp (KN) following the 2026 Q1 hedge fund 13F filings?

As of today, KN has moved +16.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.3% for the XLK sector ETF — an outperformance of +11.1%. Since the quarter end (March 31, 2026), KN has gained +59.2% vs +39.7% for XLK. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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