The cluster is small in absolute dollar terms but shows unanimous buying conviction from active managers. Without insider buying to corroborate, traders should watch for a follow-on catalyst (earnings or capital return announcement) that could re-rate the stock.
Executive Summary
Six institutions doubled or added to AEG positions in Q2 2026, with aggregate buying of $1.7M versus only one seller trimming $270K. The cluster is dominated by active asset managers, but the dollar amounts are small relative to the company's $18.2B market cap, and no insider buying corroborates the institutional moves.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.7M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Commonwealth Equity Services | DOUBLED | +136.5% | $1.4M | $887.0K |
| Kestra Advisory Services | ADD | +55.9% | $1.2M | $536.0K |
| Clearstead Advisors | ADD | +26.1% | $487.0K | $155.0K |
| Td Waterhouse Canada | DOUBLED | +702.9% | $139.0K | $124.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Sequoia Financial Advisors | TRIM | -40.3% | $884.0K | -$269.9K |
Key Facts
- 6 buyers vs 1 seller in 2026-Q2 institutional cluster
- Net buying of $1.7M, selling of $270K
- Commonwealth Equity Services doubled its position to $1.4M (+$887K)
- Kestra Advisory Services added 55.9% to $1.2M (+$536K)
- Sequoia Financial Advisors trimmed 40.3% (-$270K)
- Insider buying confluence score is 31/100 — no open-market insider buying
Financial Impact
Six institutions accumulated $1.7M in new AEG shares while one seller reduced holdings by $270K, netting roughly $1.4M of institutional inflow.
Risk Factors
- Total buying is only $1.7M — insufficient to move an $18.2B market cap
- 13F data is 45+ days stale; positions may have been unwound
- No insider buying means the signal is institutions-only and weaker
- 0.1%-of-float 13F net flow is below copycat-alpha replication thresholds
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-AEG-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | SC 13D/A | $8.32 $8.10 | ▼ −2.64% | ▼ −2.21% | — |
Oct 15, 2026 11d ago | 6-K | $8.27 $8.21 | ▼ −0.73% | ▲ +0.29% | — |
Oct 15, 2026 11d ago | 6-K | $8.27 $8.21 | ▼ −0.73% | ▲ +0.29% | — |
Oct 15, 2026 11d ago | 6-K | $8.27 $8.21 | ▼ −0.73% | ▲ +0.29% | — |
Oct 13, 2026 13d ago | 6-K | $8.33 $8.32 | ▼ −0.12% | ▲ +1.03% | — |
Oct 13, 2026 13d ago | 6-K | $8.33 $8.32 | ▼ −0.12% | ▲ +1.03% | — |
Oct 8, 2026 18d ago | 6-K | $8.27 $8.27 | · 0.00% | ▲ +0.28% | — |
Sep 18, 2026 5w ago | 425 | $9.04 $8.89 | ▼ −1.66% | ▼ −2.93% | — |
Sep 1, 2026 7w ago | 6-K | $9.18 $9.06 | ▼ −1.31% | ▼ −1.39% | — |
Aug 26, 2026 8w ago | 6-K | $9.21 $9.25 | ▲ +0.43% | ▲ +0.55% | — |
US Market Status
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