Institutional Cluster
Institutional cluster: 0 buyers, 3 sellers (bearish)
Actionable Insight ▼ Bearish
The selling is entirely from passive index funds, which may reflect rebalancing rather than negative conviction. Monitor future 13F filings for active manager activity to gauge fundamental sentiment.
Final — all horizons settled through T+60d
DOO ▲ +13.87% at T+60d
SHORT call ✗ call lost -13.87% · α vs SPY -9.47% · entry $59.12 → $67.32
T+1d
+1.96%
call -1.96% · α -1.42%
$60.28
settled 5mo ago
T+5d
+1.40%
call -1.40% · α -0.97%
$59.95
settled 4mo ago
T+20d
-0.74%
call +0.74% · α +2.64%
$58.68
settled 4mo ago
T+60d
+13.87%
call -13.87% · α -9.47%
$67.32
settled 7w ago
Executive Summary
Three large passive fund managers trimmed their DOO positions in Q3 2025, totaling ~$18.6M in net selling. This suggests index rebalancing or sector rotation rather than a fundamental thesis change.
Key Financial Metrics
Direction
distributing
Buy Value
$0.00
Sell Value
$18.6M
Net Flow
-$18.6M
Institutional Positions
Net institutional flow: -$18.6M
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Invesco | TRIM | -33.4% | $63.9M | -$10.5M |
| Morgan Stanley | TRIM | -34.3% | $12.9M | -$2.3M |
| BofA | TRIM | -30.1% | $47.0M | -$5.8M |
Key Facts
- Invesco trimmed 33.4% of its DOO position, selling ~$10.5M in value.
- Morgan Stanley trimmed 34.3%, selling ~$2.3M.
- BofA trimmed 30.1%, selling ~$5.8M.
- All three sellers are mega-passive index fund managers.
- Net institutional selling of ~$18.6M represents about 0.4% of DOO's market cap.
Financial Impact
Three passive institutions reduced holdings by $18.6M in aggregate.
institutional ownershipfloat
Risk Factors
- Further passive selling if DOO falls out of index
- Lag in 13F data may not reflect current positioning
Market Snapshot
Exchange
Nasdaq
Sector
Miscellaneous Transportation Equipment
Analyst Consensus
48% bullish (23 analysts)
Investment Themes
Industrials & Manufacturing
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-DOO-2025-Q3 |
10 reports for DOO
40% Hit rate @ T+20 Went positive at some point 5 of 5 best @ T+20▲ +19.36%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 7, 2026 19d ago | SC 13G/A | $55.66 | awaiting T+20 | — | — |
Sep 3, 2026 7w ago | 6-K | $64.22 $56.01 | ▲ +12.79% | ▲ +11.60% | — |
Sep 1, 2026 7w ago | Press Release | $61.74 $56.12 | ▼ −9.10% | ▼ −9.42% | — |
Aug 21, 2026 9w ago | Institutional Cluster | $68.04 $58.16 | ▼ −14.52% | ▼ −13.99% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $59.12 $58.68 | ▲ +0.74% | ▲ +2.64% | — |
May 28, 2026 21w ago | 6-K | $58.57 $62.32 | ▼ −6.40% | ▼ −9.55% | — |
May 28, 2026 21w ago | 6-K | $58.57 $62.32 | ▲ +6.40% | ▲ +9.55% | — |
Apr 22, 2026 26w ago | 6-K | $56.49 $54.17 | ▼ −4.11% | ▼ −7.27% | — |
Mar 26, 2026 30w ago | 6-K | $67.08 $56.78 | ▼ −15.36% | ▼ −26.02% | — |
Mar 11, 2026 32w ago | Court Ruling | $63.47 $75.76 | ▲ +19.36% | ▲ +17.07% | — |
Showing 10 of 10
US Market Status
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