Nine institutional investors accumulated $1.3M in net new Ranpak Holdings (PACK) positions during Q1 2026, led by First Eagle Investment Management doubling its stake to $2.8M and Deutsche Bank more than tripling its position. The buying was concentrated among active asset managers, while only three small sellers trimmed. The cluster suggests a shared thesis around PACK's value or turnaround potential, though the absence of insider buying and the 45-day 13F reporting lag temper conviction.
Executive Summary
Nine institutional investors accumulated $1.3M in net new Ranpak Holdings (PACK) positions during Q1 2026, led by First Eagle Investment Management doubling its stake to $2.8M and Deutsche Bank more than tripling its position. The buying was concentrated among active asset managers, while only three small sellers trimmed. The cluster suggests a shared thesis around PACK's value or turnaround potential, though the absence of insider buying and the 45-day 13F reporting lag temper conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.3M
▲ Buyers (9)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| First Eagle Investment Management | DOUBLED | +102.3% | $2.8M | $706.0K |
| Deutsche Bank | DOUBLED | +254.3% | $453.0K | $259.0K |
| Sei Investments | DOUBLED | +538.5% | $431.0K | $329.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Fidelity | TRIM | -65.3% | $90.0K | -$69.7K |
| Group One Trading | TRIM | -75% | $38.0K | -$31.4K |
| Nisa Investment Advisors | NEAR_EXIT | -77% | $9.0K | -$7.3K |
Key Facts
- 9 institutional buyers added a net $1.3M in PACK positions during Q1 2026
- First Eagle Investment Management doubled its stake to $2.8M, the largest buyer
- Deutsche Bank and Sei Investments more than doubled their positions
- Only 3 sellers trimmed, with total net selling of -$108K
- No open-market insider buying was detected in the same window
- The cluster is dominated by active asset managers, not passive index funds
Financial Impact
9 institutions accumulated $4.2M in aggregate holdings, with net buying of $1.3M; 3 sellers reduced by $108K
Risk Factors
- 13F data is 45+ days stale; the cluster may have been partially or fully unwound
- No insider buying corroborates the institutional thesis
- PACK's small market cap ($628M) means even modest institutional flows can appear significant
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-PACK-2026-Q1 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 30, 2026 12w ago | 8-K | $5.17 $3.68 | ▲ +28.82% | ▲ +31.28% | — |
Jun 19, 2026 18w ago | Institutional Cluster | $7.27 $3.81 | ▼ −47.59% | ▼ −49.34% | — |
Apr 30, 2026 25w ago | 8-K | $5.09 $6.69 | ▲ +31.43% | ▲ +28.33% | — |
Apr 24, 2026 26w ago | DEFA14A | $4.12 $7.01 | ▲ +70.15% | ▲ +65.37% | — |
Mar 5, 2026 33w ago | 8-K | $4.24 $6.89 | ▲ +62.50% | ▲ +51.20% | — |
US Market Status
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