The mixed cluster with Scion's prominent trim warrants monitoring of next 13F and any insider selling for confirmation. The small absolute dollar amounts and 45-day reporting lag limit the signal's immediacy; no strong catalyst is evident from this data alone.
Executive Summary
Six institutions added $2.9M in ACIC while four reduced $1.9M, creating a net inflow of ~$967K. The cluster is mixed: broad buying from asset managers is countered by Scion's notable 60% trim ($1.5M). The absolute dollar amounts are small and the cross-section lacks a strong active-manager conviction, suggesting no clear near-term directional signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $966.6K
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Prudential Financial | ADD | +89.4% | $2.2M | $1.1M |
| Dimensional Fund Advisors | ADD | +39.4% | $2.2M | $710.0K |
| Trexquant Investment | ADD | +60.3% | $1.6M | $666.0K |
| Citadel | ADD | +26% | $1.2M | $305.0K |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Scion | TRIM | -60.3% | $2.7M | -$1.5M |
| Beacon Pointe Advisors | TRIM | -55.8% | $739.0K | -$390.3K |
Key Facts
- 6 institutional buyers (current holdings $7.4M) vs 4 sellers (total prior holdings ~$3.4M).
- Scion (active value) trimmed 60.3% of its position, selling ~$1.5M worth.
- Prudential Financial added $1.1M (+89.4%), the largest buy-side move.
- Dimensional Fund Advisors added $710K (+39.4%) and Trexquant added $666K (+60.3%).
- Sellers also include Beacon Pointe (trim -55.8%, -$390K) and Russell Investments (near-exit -90.4%).
- Net institutional inflow of approximately $967K.
- Cluster is mixed with no dominant active-manager thesis.
Financial Impact
Institutional activity: total buying value $7.4M, total selling prior value $3.4M, net inflow ~$967K. Scion's $1.5M trim is the largest single move, partially offset by Prudential's $1.1M addition and Dimensional's $710K addition.
Risk Factors
- Scion's significant trim could signal fundamental concerns not yet public.
- Small absolute dollar amounts reduce statistical significance of the cluster.
- 45-day 13F reporting lag means positions may already be unwound.
- Passive/index-oriented buyers (Dimensional, Legal & General, Mirae) weaken the active conviction signal.
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-ACIC-2024-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | Press Release | $11.10 | awaiting T+20 | — | — |
Sep 25, 2026 4w ago | Insider Cluster | $9.26 | awaiting T+20 | — | — |
Sep 24, 2026 4w ago | Insider Buy | $9.40 $11.08 | ▲ +17.87% | ▲ +19.35% | — |
Aug 15, 2026 10w ago | Institutional Cluster | $9.45 $9.14 | ▲ +3.28% | ▲ +1.30% | — |
Aug 5, 2026 11w ago | 8-K | $10.28 $9.54 | ▲ +7.20% | ▲ +7.80% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $10.45 $11.17 | ▲ +6.89% | ▲ +5.11% | — |
May 15, 2026 23w ago | 8-K | $11.06 $10.56 | ▼ −4.52% | ▼ −6.10% | — |
Apr 21, 2026 26w ago | Press Release | $11.68 $11.06 | ▼ −5.31% | ▼ −8.47% | — |
Mar 17, 2026 31w ago | Press Release | $11.27 $11.80 | ▲ +4.70% | ▼ −1.34% | — |
US Market Status
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