The cluster is too small to drive price action on its own. Monitor for larger institutional moves or insider buying in upcoming filings. The 45-day 13F lag means positions may already be unwound.
Executive Summary
Three institutional buyers accumulated $19.1M in ALB during Q2 2026, led by Assenagon Asset Management doubling its position to $27.5M. However, the total buying is only ~0.13% of market cap, making this a weak signal with no insider corroboration.
Key Financial Metrics
Institutional Positions
Net institutional flow: $19.1M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +331% | $27.5M | $19.0M |
| Merit Financial Group | ADD | +35.7% | $1.3M | $26.0K |
| Ninety One Uk | ADD | +50% | $2.0K | $230.00 |
Key Facts
- 3 institutional buyers, 0 sellers in Q2 2026
- Assenagon Asset Management doubled its stake (+331% shares) to $27.5M
- Net institutional buying of $19.1M, representing ~0.13% of $14.2B market cap
- All buyers are active asset managers; no passive/index fund involvement
- No open-market insider buying to corroborate the cluster
Financial Impact
3 institutions accumulated $28.8M in total holdings, with net buying of $19.1M — negligible relative to $14.2B market cap
Risk Factors
- 13F data is 45+ days stale; cluster may have been reversed
- Small dollar amounts limit signal reliability
- No insider buying to confirm conviction
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-ALB-2026-Q2 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | Press Release | $93.70 | awaiting T+20 | — | — |
Oct 21, 2026 5d ago | Institutional Cluster | $92.54 | awaiting T+20 | — | — |
Oct 1, 2026 25d ago | Press Release | $104.59 | awaiting T+20 | — | — |
Aug 21, 2026 9w ago | 8-K | $143.25 $112.92 | ▼ −21.17% | ▼ −20.65% | — |
Aug 5, 2026 11w ago | Press Release | $125.42 $132.16 | ▲ +5.37% | ▲ +4.77% | — |
Jul 18, 2026 14w ago | Institutional Cluster | $118.20 $133.99 | ▲ +13.36% | ▲ +9.24% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $159.06 $128.42 | ▼ −19.26% | ▼ −21.15% | — |
Jun 5, 2026 20w ago | 8-K | $149.84 $133.80 | ▼ −10.70% | ▼ −12.34% | — |
May 6, 2026 24w ago | 8-K | $79.34 $66.28 | ▼ −16.46% | ▼ −19.60% | — |
Apr 17, 2026 27w ago | 8-K | $77.59 $69.88 | ▼ −9.94% | ▼ −14.14% | — |
US Market Status
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