The cluster is dominated by active managers (Walleye, IMC-Chicago, Russell Investments) with strong conviction buys, but the 45-day 13F lag means these positions may already be unwound. Monitor for any follow-on 13F filings or insider buying to confirm the thesis. The lack of insider buying (confluence score 18/100) is a caution — this is an institutions-only signal. If the stock pulls back on no news, the cluster provides a potential floor for active-manager accumulation.
Executive Summary
A bullish institutional cluster formed in C3.ai (AI) during 2026-Q2, with 16 buyers accumulating $3.7M net versus 3 sellers trimming $3.7M. The buying is dominated by active asset managers, including Walleye Trading (+$1.5M, 434% increase) and IMC-Chicago (+$883K, 86% increase), while Dimensional Fund Advisors trimmed $3.6M. The cluster suggests a shared thesis around AI's enterprise software pivot, but the 45-day reporting lag and lack of insider buying (confluence score 18/100) weaken conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $0.00
▲ Buyers (16)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Walleye Trading | DOUBLED | +434.4% | $1.9M | $1.5M |
| IMC-Chicago | ADD | +86% | $1.8M | $883.0K |
| Russell Investments Group | ADD | +40.6% | $1.3M | $434.0K |
| Wealth Enhancement Advisory Services | DOUBLED | +104.4% | $264.0K | $140.0K |
| Walleye Capital | DOUBLED | +937% | $419.0K | $382.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Dimensional Fund Advisors | TRIM | -45.1% | $8.8M | -$3.6M |
| Vontobel Holding | TRIM | -31.9% | $503.0K | -$133.2K |
| Mirae Asset Global Investments Co. | TRIM | -29.8% | $99.0K | -$24.1K |
Key Facts
- 16 institutional buyers vs 3 sellers in 2026-Q2
- Net buying of $3.7M vs net selling of $3.7M
- Walleye Trading doubled position by 434% to $1.9M
- IMC-Chicago added 86% to $1.8M
- Dimensional Fund Advisors trimmed 45% of its $8.8M position
- No open-market insider buying (confluence score 18/100, divergent)
- Active managers dominate the buying side
Financial Impact
16 institutions accumulated $3.7M in new positions while 3 reduced holdings by $3.7M, for a net zero aggregate change but strong directional conviction from active managers
Risk Factors
- 45-day reporting lag means positions may already be unwound
- No insider buying to corroborate institutional thesis
- 5% analyst bullish consensus suggests limited Street support
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-AI-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 14, 2026 11d ago | Insider Cluster | $12.16 $11.32 | ▲ +6.91% | ▲ +5.80% | — |
Oct 14, 2026 11d ago | Insider Cluster | $12.16 $11.32 | ▲ +6.91% | ▲ +5.80% | — |
Oct 13, 2026 12d ago | 144 | $12.01 $11.67 | ▼ −2.83% | ▼ −1.75% | — |
Sep 17, 2026 5w ago | Insider Cluster | $10.48 $10.84 | ▼ −3.44% | ▼ −1.88% | — |
Aug 13, 2026 10w ago | Insider Cluster | $9.93 $9.70 | ▲ +2.32% | ▲ +1.84% | — |
Aug 13, 2026 10w ago | Institutional Cluster | $10.18 $9.93 | ▼ −2.46% | ▼ −2.26% | — |
Aug 6, 2026 11w ago | Insider Cluster | $10.22 $10.40 | ▼ −1.76% | ▼ −1.79% | — |
Jul 2, 2026 16w ago | Insider Cluster | $9.28 $8.93 | ▼ −3.77% | ▼ −3.30% | — |
Jun 17, 2026 18w ago | Insider Cluster | $10.30 $9.70 | ▲ +5.83% | ▲ +5.51% | — |
Jun 12, 2026 19w ago | Institutional Cluster | $10.90 $11.03 | ▲ +1.19% | ▼ −0.57% | — |
US Market Status
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