Packaging Corp of America
883 hedge funds and large institutions have $18.2B invested in Packaging Corp of America in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 323 increasing their positions, 295 reducing their positions, and 81 closing their positions.
36% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 81
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
2% more funds holding
Funds holding: 869 → 883 (+14)
9% more repeat investments, than reductions
Existing positions increased: 323 | Existing positions reduced: 295
1% more capital invested
Capital invested by funds: $18B → $18.2B (+$256M)
0.3% less ownership
Funds ownership: 96.77% → 96.47% (-0.3%)
1% less call options, than puts
Call options by funds: $27.5M | Put options by funds: $27.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$826M |
| 2 |
AF
Atlas FRM
Greenwich,
Connecticut
|
+$121M |
| 3 |
Select Equity Group
New York
|
+$120M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$104M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$94.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$584M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$254M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$159M |
| 4 |
Millennium Management
New York
|
-$158M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$83.5M |
PKG Hedge Fund Activity: Q1 2026 in Review
883 of the 8,207 institutional investors tracked by Wall St. Rank reported a position in Packaging Corp of America (PKG) for Q1 2026, worth a combined $18.2B — up 1.4% from $18B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new PKG positions and 81 closed out — a net gain of 29 holders — while 323 added to existing stakes and 295 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $826M. The largest seller was Charles Schwab, cutting an estimated $584M.
- 883 institutional investors held Packaging Corp of America (PKG) as of Q1 2026, up from 869 in Q4 2025.
- Funds reported $18.2B of Packaging Corp of America stock for Q1 2026, up 1.4% quarter-over-quarter.
- 110 funds opened new Packaging Corp of America positions in Q1 2026 and 81 closed out, a net change of +29 holders.
- The largest Packaging Corp of America buyer in Q1 2026 was T. Rowe Price Associates, an estimated $826M added.
- The largest Packaging Corp of America seller in Q1 2026 was Charles Schwab, an estimated $584M sold.
Based on aggregated 13F filings for Q1 2026.