The cluster is consistent with index rebalancing rather than active conviction. Monitor for any operational catalysts (earnings, production updates) that could drive the stock, as the institutional signal alone is weak. The 45-day 13F lag means these positions may already be stale.
Executive Summary
Four mega-passive institutional investors (Fidelity, Invesco, Morgan Stanley, BofA) increased their positions in Amplify Energy during Q3 2025, adding a net $2.3M in value, while Wells Fargo trimmed. The cluster is dominated by index/rebalancing activity rather than active conviction, limiting its signal value.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.3M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | ADD | +27.9% | $154.0K | $80.0K |
| Invesco | ADD | +65.4% | $398.0K | $251.0K |
| Morgan Stanley | ADD | +30.8% | $2.5M | $1.3M |
| BofA | DOUBLED | +217.8% | $760.0K | $615.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Wells Fargo | TRIM | -56.7% | $119.0K | -$34.4K |
Key Facts
- 4 buyers (all mega-passive) added $2.3M in net new value; 1 seller trimmed $34K
- Morgan Stanley added the most in absolute terms: +$1.3M (30.8% increase)
- BofA doubled its position (+217.8%), adding $615K
- Wells Fargo trimmed 56.7% of its stake, reducing value by $34K
- Net institutional buying represents ~1.2% of AMPY's $189M market cap
Financial Impact
Net institutional buying of approximately $2.3M, representing ~1.2% of market cap
Risk Factors
- Passive fund flows may reverse next quarter with no fundamental catalyst
- 13F data is 45 days stale; current positioning may differ materially
- Small market cap ($189M) means even modest selling pressure could move the stock
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-AMPY-2025-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 10, 2026 11w ago | 8-K | $4.51 | awaiting T+60 | — | — |
Jun 11, 2026 19w ago | Institutional Cluster | $4.38 $4.90 | ▲ +11.87% | ▲ +7.48% | — |
May 11, 2026 24w ago | 8-K | $5.27 $4.08 | ▼ −22.58% | ▼ −26.96% | — |
May 11, 2026 24w ago | Press Release | $5.27 $4.08 | ▼ −22.58% | ▼ −26.96% | — |
Apr 23, 2026 26w ago | DEFA14A | $5.84 $4.03 | ▼ −30.99% | ▼ −36.07% | — |
Mar 13, 2026 32w ago | 8-K/A | $6.54 $4.55 | ▼ −30.43% | ▼ −42.04% | — |
Mar 4, 2026 33w ago | Press Release | $6.00 $4.77 | ▲ +20.50% | ▲ +31.80% | — |
US Market Status
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