The unanimous buying by active asset managers suggests a shared thesis around DuPont's fundamentals or a pending catalyst. Monitor upcoming earnings and any M&A or spin-off announcements for confirmation. The 45-day reporting lag means the cluster may have been partially unwound — watch for insider buying or further 13F filings to corroborate.
Executive Summary
Four institutional investors, all asset managers, significantly increased their DuPont positions in Q3 2026, with three doubling their stakes. The aggregate net buying of $20.2M into a total current position of $31.5M reflects a clear bullish conviction, though the 45-day reporting lag means these positions may have been adjusted since quarter-end.
Key Financial Metrics
Institutional Positions
Net institutional flow: $20.2M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +212.9% | $22.7M | $15.1M |
| Fjarde Ap-Fonden /Fourth Swedish National | DOUBLED | +115.5% | $4.9M | $2.5M |
| Assetmark | ADD | +33.7% | $289.0K | $63.0K |
| Abn Amro Investment Solutions | DOUBLED | +249.3% | $3.5M | $2.5M |
Key Facts
- 4 institutional buyers, 0 sellers in Q3 2026
- Aggregate net buying of $20.2M into current holdings of $31.5M
- Three funds doubled their positions: Assenagon (+212.9%), Fjarde Ap-Fonden (+115.5%), Abn Amro (+249.3%)
- All buyers are asset managers — no passive/index funds in the cluster
- Assetmark added a smaller position (+33.7%)
Financial Impact
4 institutions accumulated $20.2M in new DuPont positions, bringing total disclosed holdings to $31.5M. No selling activity was reported.
Risk Factors
- 13F data is 45+ days stale; positions may have been reduced since quarter-end
- Small absolute dollar amounts ($31.5M total) relative to DuPont's ~$30B market cap — unlikely to move the stock alone
- No insider buying or other cross-filings to corroborate the thesis
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-DD-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | Institutional Cluster | $135.10 $136.55 | ▲ +1.07% | ▲ +1.60% | — |
Aug 27, 2026 8w ago | Institutional Cluster | $138.80 $136.98 | ▼ −1.31% | ▼ −1.08% | — |
Jul 14, 2026 15w ago | Press Release | $134.17 $134.86 | ▲ +0.51% | ▲ +0.12% | — |
Jun 24, 2026 17w ago | 8-K | $137.80 $137.22 | ▼ −0.42% | ▲ +0.30% | — |
May 26, 2026 22w ago | Press Release | $47.66 $47.71 | ▲ +0.10% | ▼ −0.45% | — |
Apr 15, 2026 27w ago | DEFA14A | $139.70 $141.49 | ▲ +1.28% | ▲ +0.07% | — |
Apr 15, 2026 27w ago | 8-K | $139.70 $141.49 | ▲ +1.28% | ▲ +0.07% | — |
Apr 10, 2026 28w ago | DEFA14A | $140.89 $139.49 | ▼ −1.00% | ▼ −2.22% | — |
Mar 18, 2026 31w ago | 8-K | $43.52 $42.44 | ▼ −2.48% | ▼ −0.74% | — |
Feb 20, 2026 35w ago | Court Ruling | $50.08 $51.07 | ▲ +1.98% | ▲ +1.25% | — |
US Market Status
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