The cluster is directionally mixed but dominated by a single massive active-manager buyer (WCM) against broad trimming by others. Monitor for a 13D filing or catalyst disclosure from WCM, and watch next earnings for confirmation of the thesis. The historical 80% T+20 win rate on ACMR calls suggests the stock has strong momentum, but the mixed institutional signal warrants caution.
Executive Summary
A mixed institutional cluster in ACMR for 2026-Q1 shows 22 buyers accumulating $102.4M net, led by WCM Investment Management's massive $70.1M new position, while 19 sellers trimmed $48.7M, led by Invesco's $22.0M reduction. The divergence between a dominant active-manager buyer and a large passive seller creates an ambiguous signal, though the historical win rate on ACMR calls is strong at 80% T+20. The cross-filing actuarial verdict flags an amplifier for inst-earnings-context + inst-offering-context, but the cluster itself lacks a clear shared thesis given the mixed net direction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $53.7M
▲ Buyers (22)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wcm Investment Management | DOUBLED | +16878.8% | $70.6M | $70.1M |
| Dimensional Fund Advisors | DOUBLED | +207.6% | $28.3M | $19.1M |
| First Trust Advisors | ADD | +73.7% | $14.7M | $6.2M |
| BofA | ADD | +33.4% | $15.8M | $3.9M |
▼ Sellers (19)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Invesco | TRIM | -41.4% | $52.9M | -$22.0M |
| Mitsubishi Ufj Trust & Banking | TRIM | -43.8% | $32.7M | -$14.4M |
| Cerity Partners | NEAR_EXIT | -89.7% | $10.6M | -$9.5M |
Key Facts
- 22 institutional buyers added $102.4M in net new positions during 2026-Q1
- 19 institutional sellers reduced holdings by $48.7M, led by Invesco trimming $22.0M
- WCM Investment Management was the largest buyer, adding a $70.1M position (1.86M shares, up 16,879%)
- Dimensional Fund Advisors doubled its stake to $28.3M (719K shares)
- Cerity Partners nearly exited, selling 89.7% of its position ($9.5M reduction)
- Net direction is mixed: $138.4M total buying vs $48.7M total selling, but the buyer count (22) exceeds seller count (19)
Financial Impact
22 buyers accumulated $138.4M in total positions (net change +$102.4M) while 19 sellers reduced holdings by $48.7M, resulting in a net institutional inflow of approximately $53.7M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- Single large buyer (WCM) dominates the accumulation, creating concentration risk
- Broad trimming by 19 sellers, including a near-exit by Cerity Partners, suggests some informed capital is reducing exposure
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-ACMR-2026-Q1 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 22, 2026 5w ago | Insider Cluster | $77.35 $75.80 | ▼ −2.00% | ▼ −3.30% | — |
Aug 8, 2026 7w ago | Institutional Cluster | $79.41 $77.20 | ▼ −2.78% | ▼ −1.87% | — |
Aug 7, 2026 8w ago | 8-K | $83.80 $74.44 | ▼ −11.17% | ▼ −10.77% | — |
Jul 18, 2026 10w ago | Institutional Cluster | $82.52 $85.64 | ▲ +3.78% | ▼ −0.34% | — |
Jun 11, 2026 16w ago | Institutional Cluster | $91.70 $106.04 | ▲ +15.64% | ▲ +13.75% | — |
Jun 6, 2026 16w ago | Insider Cluster | $80.57 $98.52 | ▲ +22.28% | ▲ +20.65% | — |
May 29, 2026 17w ago | 8-K | $82.05 $126.89 | ▲ +54.65% | ▲ +55.95% | — |
May 22, 2026 19w ago | 8-K | $73.35 $95.80 | ▲ +30.61% | ▲ +32.02% | — |
May 15, 2026 19w ago | 8-K | $63.25 $91.18 | ▲ +44.16% | ▲ +42.58% | — |
May 12, 2026 20w ago | 424B5 | $64.75 $91.70 | ▼ −41.62% | ▼ −42.23% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access