The strong buying interest from major passive managers suggests growing institutional demand, potentially driven by index inclusion or sector reallocation. Traders should monitor for continued inflows and relative strength in AMTM shares, especially if active managers begin to participate.
Executive Summary
Three major passive institutions — Morgan Stanley, Schwab, and UBS — significantly increased their positions in Amentum Holdings (AMTM) during Q4 2024, with UBS doubling its stake. This buying activity was partially offset by a substantial trim from Wells Fargo, which reduced its holdings by over two-thirds. The net result is a bullish institutional cluster indicating growing passive investor confidence in AMTM.
Key Financial Metrics
Institutional Positions
Net institutional flow: $72.8M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | ADD | +44.4% | $31.2M | -$1.9M |
| Schwab | ADD | +66.2% | $26.6M | $2.1M |
| UBS | DOUBLED | +165.3% | $23.8M | $10.0M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Wells Fargo | TRIM | -67.1% | $8.8M | -$6.9M |
Key Facts
- Morgan Stanley increased shares by 44.4% (1.03M → 1.48M), though value decreased slightly due to price movement.
- Schwab added 66.2% more shares (760.5K → 1.26M), increasing exposure by $2.1M.
- UBS doubled its position with a 165.3% increase (426.6K → 1.13M), adding $10.0M in value.
- Wells Fargo trimmed its position by 67.1% (272.1K → 89.6K), reducing exposure by $6.9M.
- Net institutional activity: $10.2M in new buying vs $6.9M in selling.
Financial Impact
Three institutions added $10.2M in net new positions while one reduced holdings by $6.9M, resulting in a net accumulation of $3.3M in institutional capital.
Risk Factors
- All activity comes from passive managers, suggesting the moves may reflect index rebalancing rather than fundamental conviction.
- Wells Fargo's significant exit could indicate concerns about valuation or sector outlook.
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-AMTM-2024-Q4 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | GOVT-CONTRACT | — | awaiting T+20 | — | — |
Sep 30, 2026 26d ago | GOVT-CONTRACT | $18.48 | awaiting T+20 | — | — |
Sep 29, 2026 27d ago | GOVT-CONTRACT | $18.12 | awaiting T+20 | — | — |
Sep 22, 2026 4w ago | GOVT-CONTRACT | $19.71 $20.15 | ▲ +2.23% | ▲ +1.54% | — |
Sep 18, 2026 5w ago | GOVT-CONTRACT | $19.90 $19.48 | ▼ −2.11% | ▼ −1.20% | — |
Jul 31, 2026 12w ago | GOVT-CONTRACT | $23.18 $19.99 | ▼ −13.76% | ▼ −15.00% | — |
Jul 31, 2026 12w ago | GOVT-CONTRACT | $23.18 $19.99 | ▼ −13.76% | ▼ −15.00% | — |
Jul 20, 2026 14w ago | GOVT-CONTRACT | $20.98 $20.95 | ▼ −0.14% | ▼ −2.70% | — |
Jul 9, 2026 15w ago | GOVT-CONTRACT | $21.01 $24.77 | ▲ +17.90% | ▲ +15.47% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $22.86 $21.01 | ▼ −8.09% | ▼ −9.87% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers