The cluster is small in dollar terms and composed of asset managers rather than activist or event-driven funds. Monitor next quarter's 13F for follow-through or reversal; the signal is too weak to trade on alone.
Executive Summary
Three asset managers added to their AMP positions in Q3 2026, with aggregate holdings rising $2.5M to $7.4M. The additions are modest in absolute dollar terms, suggesting incremental conviction rather than a major thematic bet.
Key Financial Metrics
Institutional Positions
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | ADD | +26.5% | $1.5M | $403.0K |
| Concurrent Investment Advisors | ADD | +98.2% | $1.8M | $937.0K |
| Hb Wealth Management | ADD | +28.6% | $4.1M | $1.1M |
Key Facts
- 3 institutional buyers added $2.5M net, bringing total disclosed holdings to $7.4M
- No institutional sellers in the cluster
- Largest addition by dollar value: Hb Wealth Management (+$1.1M to $4.1M)
- Highest conviction addition: Concurrent Investment Advisors (+98.2% shares, +$937K)
Financial Impact
Three asset managers added a combined $2.5M to their AMP positions in Q3 2026, with total disclosed holdings reaching $7.4M.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- All additions are from asset managers, not high-conviction event-driven funds
- Dollar amounts are small relative to AMP's market cap (~$50B); no material float impact
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-AMP-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $492.19 $493.60 | ▲ +0.29% | ▼ −0.42% | — |
Aug 14, 2026 10w ago | 13F-HR | $569.54 $561.63 | ▼ −1.39% | ▼ −0.92% | — |
Aug 12, 2026 10w ago | Insider Cluster | $570.68 $569.54 | ▼ −0.20% | ▼ −0.00% | — |
Jul 30, 2026 12w ago | Insider Cluster | $545.84 $552.07 | ▲ +1.14% | ▼ −0.28% | — |
Jul 23, 2026 13w ago | 8-K | $520.11 $528.90 | ▲ +1.69% | ▲ +1.59% | — |
Jun 9, 2026 20w ago | 8-K | $449.19 $450.62 | ▲ +0.32% | ▲ +1.89% | — |
Jun 4, 2026 20w ago | 424B5 | $455.15 $454.47 | ▼ −0.15% | ▲ +2.45% | — |
May 20, 2026 22w ago | 8-K | $450.15 $453.18 | ▲ +0.67% | ▲ +0.23% | — |
Apr 23, 2026 26w ago | 8-K | $461.97 $477.03 | ▲ +3.26% | ▲ +3.10% | — |
Mar 20, 2026 31w ago | DEFA14A | $442.63 $447.74 | ▲ +1.15% | ▲ +1.51% | — |
US Market Status
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