The strong accumulation by four active managers, particularly Artemis's conviction doubling, signals a positive view on ADM's fundamentals or valuation. Monitor upcoming earnings for confirmation of the thesis driving this cluster.
Executive Summary
Four asset managers accumulated $123M in ADM during Q3 2026, led by Artemis Investment Management doubling its stake to $179.7M. One seller trimmed $49.7M, resulting in net institutional buying of $73.3M. The cluster is dominated by active managers, suggesting a shared thesis on ADM's value or near-term catalyst.
Key Financial Metrics
Institutional Positions
Net institutional flow: $73.3M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Artemis Investment Management | DOUBLED | +182.6% | $179.7M | $118.5M |
| Wealth Enhancement Advisory Services | ADD | +46.1% | $6.8M | $2.3M |
| Ifm Investors Pty | ADD | +28.1% | $8.6M | $2.1M |
| Mather Group | ADD | +25.5% | $147.0K | $34.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | TRIM | -70% | $72.1M | -$49.7M |
Key Facts
- 4 buyers added $123M in ADM shares; 1 seller reduced $49.7M
- Artemis Investment Management doubled its position (+182.6%) to $179.7M
- Three other asset managers added smaller positions totaling $4.4M
- Assenagon Asset Management trimmed 70% of its stake, exiting $49.7M
- All participants are active asset managers, not passive/index funds
Financial Impact
Net institutional buying of $73.3M in ADM during Q3 2026, with total buyer holdings of $195.2M vs seller holdings of $22.5M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- One large seller (Assenagon) trimmed significantly, indicating some institutional caution
- No insider buying corroboration in the provided data
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-ADM-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 12d ago | Institutional Cluster | $82.93 | awaiting T+20 | awaiting T+20 | No price |
Aug 12, 2026 10w ago | 8-K | $79.73 $86.91 | ▲ +9.01% | ▲ +10.90% | No price |
Aug 9, 2026 11w ago | Institutional Cluster | $80.49 $84.56 | ▲ +5.05% | ▲ +5.96% | No price |
Aug 4, 2026 12w ago | 8-K | $79.87 $84.55 | ▲ +5.86% | ▲ +7.10% | No price |
Mar 26, 2026 30w ago | DEFA14A | $72.23 $70.54 | ▼ −2.34% | ▼ −15.08% | No price |
Mar 13, 2026 32w ago | Insider Cluster | $71.98 $69.82 | ▼ −3.00% | ▼ −6.59% | No price |
Mar 13, 2026 32w ago | Insider Cluster | $71.98 $69.82 | ▼ −3.00% | ▼ −6.59% | No price |
Mar 10, 2026 33w ago | Insider Cluster | $69.39 $71.72 | ▼ −3.36% | ▼ −3.51% | No price |
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.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers