The cluster is a mixed signal—large net buying from quant/passive funds but aggressive trimming by other passives. Given AMC's poor track record for institutional signals and the 45-day 13F lag, traders should treat this as noise until a clear catalyst emerges. Monitor for any subsequent 13D filings or earnings catalyst.
Executive Summary
Institutional activity in AMC during Q3 2025 shows a mixed cluster: five funds (dominated by quant/passive shops like Citadel, D.E. Shaw, Point72, and mega-passive UBS) significantly increased positions, while five other passive/asset managers (BofA, Morgan Stanley, Fidelity) trimmed. Net buying totals ~$64.8M (~5% of market cap), but the signal is weakened by mixed fund types and the stock's poor historical reaction to institutional signals.
Key Financial Metrics
Institutional Positions
Net institutional flow: $64.8M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| UBS | DOUBLED | +4537.9% | $67.3M | $65.7M |
| Citadel | DOUBLED | +172.6% | $21.0M | $12.8M |
| D.E. Shaw | DOUBLED | +128.4% | $5.1M | $2.7M |
| Point72 | DOUBLED | +138.8% | $4.4M | $2.4M |
| Wells Fargo | DOUBLED | +162.4% | $2.1M | $1.3M |
▼ Sellers (5)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| BofA | TRIM | -50% | $24.6M | -$13.1M |
| Morgan Stanley | TRIM | -36.4% | $12.5M | -$5.1M |
| UBS Am, A Distinct Business Un | TRIM | -40.7% | $3.4M | -$1.5M |
| Fidelity | TRIM | -72.6% | $480.0K | -$357.3K |
| Bank Of Montreal | TRIM | -55.4% | $143.0K | -$83.1K |
Key Facts
- 5 buyers added $84.9M in new holdings; 5 sellers reduced by $20.1M (net +$64.8M)
- UBS increased stake 45x (500K to 23.2M shares, now $67.3M), the largest buyer
- Citadel doubled to 7.2M shares ($21.0M); D.E. Shaw doubled to 1.77M ($5.1M); Point72 doubled to 1.5M ($4.4M)
- Sellers: BofA trimmed 50% (from 7.9M to 3.97M, $24.6M→$11.5M); Morgan Stanley trimmed 36% (from 4.0M to 2.6M)
- Historical institutional cluster signals on AMC have been poor: avg T+20 return -27% and 14% win rate over 8 prior reports
Financial Impact
Net institutional buying of approximately $64.8M (5 buyers added $84.9M, 5 sellers reduced by $20.1M), representing ~5% of AMC's $1.3B market cap
Risk Factors
- 13F data is 45+ days stale; positions may have already been reversed
- AMC is a high-retail-ownership meme stock; institutional flows are less predictive
- Poor historical calibration: prior reports on AMC showed -27% avg T+20 return
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-AMC-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 10, 2026 7w ago | DEFA14A | $2.40 $2.46 | ▲ +2.50% | ▲ +3.56% | — |
Aug 6, 2026 8w ago | Institutional Cluster | $2.57 $2.54 | ▼ −1.17% | ▼ −1.77% | — |
Jul 20, 2026 10w ago | 8-K | $2.46 $2.44 | ▼ −0.81% | ▼ −4.93% | — |
Jun 11, 2026 16w ago | Institutional Cluster | $2.28 $1.90 | ▼ −16.67% | ▼ −18.56% | — |
May 13, 2026 20w ago | 8-K | $1.33 $2.28 | ▲ +71.43% | ▲ +72.04% | — |
May 5, 2026 21w ago | 8-K | $1.64 $1.83 | ▲ +11.59% | ▲ +8.80% | — |
May 5, 2026 21w ago | 8-K | $1.59 $2.07 | ▼ −30.19% | ▼ −25.23% | — |
Apr 30, 2026 22w ago | 10-K/A | $1.45 $2.12 | ▼ −46.21% | ▼ −40.92% | — |
Apr 17, 2026 24w ago | 8-K | $1.83 $1.36 | ▼ −25.68% | ▼ −29.89% | — |
Mar 24, 2026 27w ago | 8-K | $1.00 $1.71 | ▼ −71.00% | ▼ −62.10% | — |
US Market Status
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