A mixed institutional cluster in AMCX for Q3 2024 shows 14 buyers accumulating $27.2M net versus 12 sellers reducing by $13.5M. The buying is concentrated among quant and active hedge funds (Citadel, D.E. Shaw, Balyasny, Marshall Wace) doubling positions, while selling is dominated by mega-passive managers (Schwab, Invesco) trimming. The net $13.7M inflow suggests selective conviction from alpha-seeking funds, but the passive sell-off and 0% analyst bullish consensus temper the signal.
Executive Summary
A mixed institutional cluster in AMCX for Q3 2024 shows 14 buyers accumulating $27.2M net versus 12 sellers reducing by $13.5M. The buying is concentrated among quant and active hedge funds (Citadel, D.E. Shaw, Balyasny, Marshall Wace) doubling positions, while selling is dominated by mega-passive managers (Schwab, Invesco) trimming. The net $13.7M inflow suggests selective conviction from alpha-seeking funds, but the passive sell-off and 0% analyst bullish consensus temper the signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $13.7M
▲ Buyers (14)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Citadel | DOUBLED | +301.6% | $15.7M | $11.4M |
| D.E. Shaw | DOUBLED | +170.9% | $10.8M | $6.3M |
| Marshall Wace | DOUBLED | +122.7% | $8.9M | $4.5M |
| Balyasny Asset Management | DOUBLED | +185.1% | $6.2M | $3.8M |
| Royce & Associates | DOUBLED | +134% | $1.3M | $665.0K |
▼ Sellers (12)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Invesco | TRIM | -59.6% | $7.3M | -$4.6M |
| Schwab | TRIM | -26.7% | $12.9M | -$4.4M |
| Federated Hermes | NEAR_EXIT | -97.5% | $2.4M | -$2.4M |
| Ameriprise Financial | NEAR_EXIT | -81.2% | $1.1M | -$896.0K |
| Rhumbline Advisers | TRIM | -46% | $1.0M | -$539.6K |
Key Facts
- 14 buyers added $27.2M in new value; 12 sellers reduced by $13.5M
- Citadel doubled to 1.81M shares ($15.7M), D.E. Shaw doubled to 1.24M shares ($10.8M)
- Balyasny doubled to 716.4K shares ($6.2M), Marshall Wace doubled to 1.03M shares ($8.9M)
- Schwab trimmed 26.7% to 979.1K shares ($8.5M), Invesco trimmed 59.6% to 303.7K shares ($2.6M)
- Federated Hermes near-exited (97.5% reduction), Ameriprise near-exited (81.2% reduction)
- Analyst consensus: 0% bullish, 6 Hold, 4 Sell, 2 Strong Sell
Financial Impact
Net institutional inflow of approximately $13.7M (buyers added $27.2M, sellers removed $13.5M) in Q3 2024
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- Passive selling (Schwab, Invesco) may reflect index rebalancing, not fundamental thesis
- Cable TV sector headwinds and cord-cutting remain secular threats
- Low analyst bullishness (0%) indicates limited institutional sponsorship
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-AMCX-2024-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Press Release | $9.33 | awaiting T+20 | — | — |
Oct 7, 2026 19d ago | SC 13G/A | $10.74 | awaiting T+20 | — | — |
Aug 16, 2026 10w ago | Institutional Cluster | $12.09 $12.19 | ▲ +0.83% | ▲ +2.80% | — |
Jul 30, 2026 12w ago | 8-K | $9.71 $12.35 | ▲ +27.19% | ▲ +23.22% | — |
Jun 12, 2026 19w ago | Institutional Cluster | $10.08 $9.92 | ▼ −1.59% | ▼ −3.37% | — |
May 8, 2026 24w ago | Press Release | $8.80 $9.80 | ▼ −11.36% | ▼ −11.34% | — |
Apr 30, 2026 25w ago | DEFA14A | $8.49 $9.83 | ▲ +15.78% | ▲ +10.82% | — |
Apr 20, 2026 27w ago | Press Release | $8.58 | awaiting T+20 | — | — |
Apr 8, 2026 28w ago | 8-K | $7.52 $8.47 | ▲ +12.63% | ▲ +5.07% | — |
Apr 3, 2026 29w ago | 8-K | $7.38 $8.29 | ▲ +12.33% | ▲ +3.35% | — |
US Market Status
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