The cluster is dominated by one large buyer (Mackenzie Financial) whose $47.5M addition is the primary signal. Monitor next 13F for whether this position was maintained or reversed, and watch for any insider buying to corroborate the thesis.
How the stock moved after the report
NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 6 $23.10entry
- T+1 · yesterday +1.86%α −0.50% · $23.53
- T+2 · todayOpen
- T+5 · in 2d Pending
- T+20 · in 26d Pending
- T+60 · in 3mo Pending
How similar events traded
Executive Summary
Three institutional investors increased their AAUC positions in Q3 2026, led by Mackenzie Financial which nearly doubled its stake to $51.6M. Two small sellers trimmed minor holdings. The cluster is dominated by active asset managers, but the net buying is concentrated in one large fund and the 13F data is stale, limiting conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $46.6M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Mackenzie Financial | DOUBLED | +1927% | $51.6M | $47.5M |
| Citigroup | DOUBLED | +197.8% | $195.0K | $121.0K |
| Barclays | ADD | +39.9% | $2.1M | $390.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | TRIM | -55.3% | $11.0K | -$7.0K |
| Td Waterhouse Canada | TRIM | -46% | $2.6M | -$1.4M |
Key Facts
- Mackenzie Financial doubled its AAUC position (+1927% shares) to $51.6M, adding $47.5M in value
- Citigroup doubled its small stake (+197.8%) to $195K
- Barclays added 39.9% to its position, now worth $2.1M
- Two sellers trimmed: Farther Finance (-55.3%) and TD Waterhouse Canada (-46.0%), together reducing by $1.4M
- Net institutional buying of $48.0M across 3 buyers vs $1.4M selling by 2 sellers
- No insider open-market buying corroborates the cluster (confluence score 24/100)
Financial Impact
3 institutions accumulated $48.0M in new AAUC holdings while 2 reduced by $1.4M, net +$46.6M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Cluster is concentrated in one fund (Mackenzie Financial) rather than broad-based accumulation
- No insider buying to confirm institutional conviction
- Sellers are small and likely not signal-relevant, but the absence of other large buyers is notable
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-AAUC-2026-Q3 |
Track record
21 reports on AAUC
3 of 5 bullish or bearish reports moved the stock their way by T+1. Best: +16.30% at T+20 after the Aug 5, 2026 report. 3 of 5 went positive at some point.
Filters
- Nov 10, 2026today SC 13G/A Neutral Not scored Entry price pending
- Nov 9, 20261d ago 6-K Bullish 5/10 Entry $23.65 settles Nov 11
- Nov 6, 20264d ago Institutional Cluster Neutral 3/10 Viewing Entry $23.10 to $23.53 ▲ +1.86% −0.50% vs SPY
- Nov 4, 20266d ago 6-K Bullish 5/10 No price data
- Nov 4, 20266d ago Press Release Neutral 5/10 No price data
- Nov 4, 20266d ago 6-K Neutral 5/10 Entry $21.79 to $23.10 ▲ +6.01% +5.70% vs SPY
- Oct 29, 202612d ago 6-K Neutral 4/10 Entry $19.66 to $18.80 ▼ −4.37% −2.60% vs SPY
- Oct 6, 20265w ago 6-K Neutral 4/10 Entry $20.19 to $19.58 ▼ −3.02% −2.78% vs SPY
- Sep 17, 20267w ago 6-K Bullish 6/10 Entry $22.91 to $22.38 ▼ −2.31% −3.86% vs SPY
- Aug 5, 202613w ago 6-K Bullish 7/10 Entry $20.67 to $21.78 ▲ +5.37% +4.76% vs SPY
US Market Status
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