The cluster carries no strong tactical signal—passive rebalancing and a single quant exit dominate. DJT remains a retail/meme-driven stock; institutional footprints here are too small to move price. Monitor upcoming 13F filings for any shift in active-manager involvement.
Executive Summary
Institutional 13F cluster for DJT shows 11 passive/asset-manager buyers adding shares amid Q3 2024 price declines, while Citadel (the sole seller) exited 96% of its position for a ~$17.8M reduction. Total tracked net outflow is ~$18.5M, but the dollar amounts are small relative to DJT's market cap—consistent with passive rebalancing rather than active conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$18.5M
▲ Buyers (11)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Schwab | DOUBLED | +123.9% | $9.6M | $857.0K |
| Balyasny Asset Management | DOUBLED | +115.7% | $1.2M | $67.0K |
| Belvedere Trading | DOUBLED | +297.6% | $117.0K | $57.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Citadel | NEAR_EXIT | -96% | $18.2M | -$17.9M |
Key Facts
- 11 institutional buyers added shares (mostly passive/index funds) but aggregate current holdings are only $13.9M
- Citadel reduced its position by 96% (shares 556.1K → 22.2K), value drop of ~$17.85M—the only material seller
- Net institutional dollar flow: ~ -$18.5M (buyers -$0.69M, seller -$17.85M)
- Average share price in Q3 likely declined significantly, explaining share count increases alongside lower dollar values for several buyers
- No activist or high-conviction active hedge funds present; cluster dominated by passive rebalancing
Financial Impact
Total tracked net outflow ~$18.5M, led by Citadel's ~$17.8M exit; buyer additions totaled ~$13.9M in current holdings, reflecting net selling pressure on a small absolute scale.
Risk Factors
- 13F data lags 45 days; positions may have been adjusted since September 30, 2024
- High stock volatility and retail sentiment can overwhelm institutional flow dynamics
- Citadel's near-full exit could signal negative fundamental view, but as a quant fund it may reflect systematic risk reduction
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-DJT-2024-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 425 | $6.40 | awaiting T+20 | — | — |
Oct 12, 2026 15d ago | Institutional Cluster | $7.97 | awaiting T+20 | — | — |
Sep 30, 2026 27d ago | 425 | $9.06 | awaiting T+20 | — | — |
Sep 30, 2026 27d ago | 8-K | $9.06 | awaiting T+20 | — | — |
Sep 30, 2026 27d ago | S-4 | $9.06 | awaiting T+20 | — | — |
Aug 28, 2026 8w ago | 8-K | $9.77 $9.10 | ▼ −6.86% | ▼ −6.67% | — |
Aug 13, 2026 10w ago | 144 | $8.27 $8.85 | ▲ +7.01% | ▲ +9.00% | — |
Aug 10, 2026 11w ago | 425 | $8.91 $8.71 | ▲ +2.24% | ▲ +1.19% | — |
Aug 10, 2026 11w ago | 8-K | $9.39 $9.23 | ▼ −1.70% | ▼ −0.79% | — |
Aug 5, 2026 11w ago | 425 | $9.96 | awaiting T+20 | — | — |
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