The cluster is too small in dollar terms (0.5% of market cap) to drive a stock move on its own. Monitor next quarter's 13F for continuation or reversal of this buying pattern, and watch for any insider open-market purchases that would strengthen the signal.
How the stock moved after the report
NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 2 $82.20entry
- T+1 · yesterday +2.42%α +0.77% · $84.19
- T+2 · todayOpen
- T+5 · in 5d Pending
- T+20 · in 27d Pending
- T+60 · in 3mo Pending
How similar events traded
Executive Summary
Three institutional asset managers added to their BKH positions in Q3 2026, with aggregate holdings increasing by $5.9M to $32.2M. The cluster is small and one-sided, with no insider buying to corroborate the signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $5.9M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Strs Ohio | ADD | +31% | $652.0K | $124.0K |
| Principal Financial Group | ADD | +30% | $31.0M | $5.7M |
| Ifm Investors Pty | ADD | +31.8% | $507.0K | $99.0K |
Key Facts
- 3 institutional buyers added a net $5.9M in BKH shares during Q3 2026
- Principal Financial Group led with a $5.7M increase (30% share growth)
- No institutional sellers were identified in the cluster
- Insider buying confluence score is low at 12/100, with no open-market insider purchases
Financial Impact
3 institutions accumulated $5.9M in net new BKH positions, bringing total disclosed holdings to $32.2M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying corroboration weakens the conviction of the institutional signal
- All three buyers are asset managers, not activist or event-driven funds, reducing the likelihood of a near-term catalyst
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-BKH-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 4, 2026 today | 8-K | No price | awaiting T+20 | awaiting T+20 | No price |
Nov 4, 2026 today | Press Release | $84.19 | awaiting T+20 | awaiting T+20 | No price |
Nov 2, 2026 1d ago | Institutional Cluster | $82.20 | awaiting T+20 | awaiting T+20 | No price |
Oct 28, 2026 7d ago | Press Release | $81.46 | awaiting T+20 | awaiting T+20 | No price |
Oct 22, 2026 13d ago | 8-K | $79.41 | awaiting T+20 | awaiting T+20 | No price |
Oct 22, 2026 13d ago | Press Release | $79.41 | awaiting T+20 | awaiting T+20 | No price |
Oct 6, 2026 29d ago | 8-K | $75.84 $84.19 | ▲ +11.01% | ▲ +12.35% | No price |
Aug 15, 2026 11w ago | Institutional Cluster | $73.39 $69.96 | ▼ −4.67% | ▼ −2.70% | No price |
May 19, 2026 24w ago | 424B5 | $73.29 $72.04 | ▲ +1.71% | ▲ +2.69% | No price |
May 19, 2026 24w ago | S-3ASR | $73.29 $72.04 | ▼ −1.71% | ▼ −2.69% | No price |
US Market Status
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