The cluster shows a clear divergence: small advisors are accumulating while larger asset managers (Swedbank, Dimensional) are exiting near-completely. Monitor next 13F filing to see if the selling trend continues or reverses; the lack of insider buying weakens the bullish case from the small buyers.
How the stock moved after the report
⚠ Clustered BEARISH VIEWSTOCK AT ENTRY AT T+1- T+0 · Nov 5 $43.00entry
- T+1 · 4d ago 0.00%α −0.31% · $43.00
- T+3 · todayOpen
- T+5 · tomorrow Pending
- T+20 · in 24d Pending
- T+60 · in 3mo Pending
How similar events traded
Executive Summary
In Q3 2026, institutional activity in Bowman Consulting Group was mixed: two small asset managers added modest positions totaling $699K, while four larger institutions (including Swedbank and Dimensional Fund Advisors) exited or trimmed holdings worth $24.5M. The net selling pressure from larger funds dominates the cluster, though the 13F data is 45+ days stale.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$23.8M
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Creative Planning | ADD | +83.9% | $1.1M | $666.0K |
| Farther Finance Advisors | DOUBLED | +38100% | $33.0K | $33.0K |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Swedbank Ab | EXIT | -100% | $12.6M | -$12.6M |
| Dimensional Fund Advisors | NEAR_EXIT | -96.2% | $11.9M | -$11.3M |
| Citigroup | NEAR_EXIT | -88.1% | $231.0K | -$191.0K |
| Imc-Chicago | TRIM | -74.7% | $743.0K | -$469.0K |
Key Facts
- 2 buyers added $699K in new holdings (Creative Planning +$666K, Farther Finance +$33K)
- 4 sellers reduced holdings by $24.5M (Swedbank exited $12.6M, Dimensional trimmed $11.3M, Citigroup trimmed $191K, IMC-Chicago trimmed $469K)
- Net institutional selling of $23.8M (buyers $699K vs sellers $24.5M)
- No open-market insider buying (confluence score 0/100)
- Top holders Fidelity ($70M), BlackRock ($31M), Vanguard ($19M) as of Q2 2026
Financial Impact
Net institutional selling of $23.8M, with two large sellers (Swedbank and Dimensional) accounting for $23.9M of the total $24.5M in reductions
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying to corroborate the small-buyer thesis
- Large sellers (Swedbank, Dimensional) represent significant institutional conviction shifts
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-BWMN-2026-Q3 |
Track record
36 reports on BWMN
8 of 8 bullish or bearish reports moved the stock their way by T+60. Best: +34.61% at T+60 after the Jun 11, 2026 report. 13 of 13 went positive at some point.
Filters
- Nov 10, 2026today EFFECT Bearish 4/10 Entry $43.00 settles Feb 8
- Nov 6, 20264d ago 8-K Mixed 9/10 Entry $42.93 settles Feb 5
- Nov 6, 20264d ago 25-NSE Bearish 7/10 Entry $42.93 settles Feb 4
- Nov 6, 20264d ago Press Release Mixed 8/10 Entry $42.93 settles Feb 4
- Nov 5, 20265d ago Institutional Cluster Bearish 4/10 Viewing Entry $43.00 settles Feb 3
- Oct 27, 202614d ago DEFA14A Neutral 4/10 Entry $42.86 settles Jan 26
- Oct 27, 202614d ago 8-K Neutral 4/10 Entry $42.86 settles Jan 26
- Oct 22, 202619d ago SC 13D/A Neutral 4/10 Entry $42.83 settles Jan 21
- Oct 14, 202627d ago DEFA14A Neutral 4/10 Entry $42.79 settles Jan 12
- Oct 14, 202627d ago DEFA14A Neutral 3/10 Entry $42.79 settles Jan 12
US Market Status
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