The institutional cluster is directionally bullish but tiny in absolute scale ($2.4M net for a $405M cap). Dominated by passive index rebalancing (State Street) and small asset managers — not high-conviction alpha-seeking shops. No insider buying corroborates. Monitor for a larger catalyst (earnings, offering, or strategic update) before overweighting this signal. The cross-filing AMPLifier suggests any upcoming earnings or offering filing could amplify conviction.
Executive Summary
AirJoule Technologies (AIRJ) saw a small institutional cluster of 6 buyers in Q2 2026, dominated by State Street's $2M addition, with no sellers. Total net accumulation was $2.4M, a modest signal for a $405M market-cap company.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.4M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| State Street | ADD | +26.8% | $3.1M | $2.0M |
| Private Advisor Group | ADD | +52.2% | $249.0K | $175.0K |
| Russell Investments Group | DOUBLED | +590.1% | $102.0K | $96.0K |
| Citigroup | DOUBLED | +785.5% | $83.0K | $79.0K |
| Wealth Enhancement Advisory Services | ADD | +77.3% | $94.0K | $61.0K |
| Farther Finance Advisors | DOUBLED | +180.2% | $1.0K | $1.0K |
Key Facts
- 6 institutional buyers added $2.4M in net new value (current holdings $3.6M, up from $1.2M in prior quarter)
- No institutional sellers in the cluster
- State Street (mega-passive) led buying with ADD of 116.7K shares, increasing value from $1.1M to $3.1M (+$2.0M)
- Other buyers included Citigroup, Russell Investments, Private Advisor Group, Wealth Enhancement, and Farther Finance — all asset managers with small absolute adds
- 13F × Form 4 confluence score of 16/100 shows no insider open-market buying (divergent signal)
- Cross-filing AMPLIFIER verdict (inst-earnings-context + inst-offering-context) suggests historical institutional clustering around earnings/offering events has predictive value for this combo
Financial Impact
Net institutional accumulation of $2.4M over the quarter, representing ~0.6% of market cap at quarter-end
Risk Factors
- Cluster is dominated by State Street (mega-passive), which may be index rebalancing rather than conviction
- No insider open-market buying weakens the signal's conviction
- All non-State Street adds are sub-$200K, suggesting minimal conviction from active managers
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-AIRJ-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 10d ago | 144 | $3.08 $3.05 | ▼ −0.97% | ▼ −1.40% | — |
Sep 14, 2026 6w ago | Press Release | $4.15 $4.06 | ▼ −2.17% | ▼ −1.71% | — |
Aug 18, 2026 9w ago | Press Release | $5.32 $5.26 | ▼ −1.13% | ▼ −1.34% | — |
Aug 13, 2026 10w ago | Press Release | $6.04 $5.81 | ▲ +3.81% | ▲ +3.34% | — |
Aug 10, 2026 10w ago | Press Release | $6.40 $6.32 | ▼ −1.25% | ▼ −1.50% | — |
Aug 7, 2026 11w ago | Institutional Cluster | $5.92 $5.93 | ▲ +0.17% | ▲ +0.20% | — |
Jul 22, 2026 13w ago | Press Release | $4.48 $4.17 | ▼ −6.92% | ▼ −7.02% | — |
Jul 4, 2026 16w ago | Institutional Cluster | $4.95 $4.53 | ▼ −8.59% | ▼ −8.11% | — |
Jun 12, 2026 19w ago | EFFECT | $4.19 $4.14 | ▼ −1.19% | ▼ −2.96% | — |
May 14, 2026 23w ago | Press Release | $3.73 $3.52 | ▲ +5.63% | ▲ +5.57% | — |
US Market Status
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