The cluster is dominated by active asset managers (no passive/index funds), which strengthens the signal. However, the 45-day reporting lag means these positions may have been adjusted. Monitor upcoming 13F filings for confirmation of continued accumulation.
Executive Summary
A bullish institutional cluster formed in GGG during Q3 2026, with 5 asset managers accumulating $56.2M in new positions (led by Assenagon doubling to $74.7M and Wealth Enhancement Advisory Services doubling to $8.0M), while 2 institutions exited near-fully, selling $24.2M. The net $32.0M inflow suggests a shared thesis on Graco's industrial fundamentals, though 13F data is 45+ days stale.
Key Financial Metrics
Institutional Positions
Net institutional flow: $32.0M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +163.1% | $74.7M | $46.7M |
| Wealth Enhancement Advisory Services | DOUBLED | +220.2% | $8.0M | $5.5M |
| Pensiondanmark Pensionsforsikringsaktieselskab | DOUBLED | +355.9% | $4.9M | $3.9M |
| Farther Finance Advisors | ADD | +30.1% | $464.0K | $113.0K |
| Assetmark | DOUBLED | +407.1% | $88.0K | $71.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National | NEAR_EXIT | -98% | $15.4M | -$15.1M |
| Robeco Institutional Asset Management B.v. | NEAR_EXIT | -81.7% | $11.2M | -$9.1M |
Key Facts
- 5 buyers added $56.2M in net new positions; 2 sellers reduced by $24.2M
- Assenagon Asset Management doubled its stake to $74.7M (largest buyer)
- Wealth Enhancement Advisory Services doubled to $8.0M
- Fjarde Ap-Fonden and Robeco Institutional both executed near-full exits
- All 7 funds are asset managers (no passive/index funds), strengthening the active signal
Financial Impact
Net institutional inflow of $32.0M (buyers added $56.2M, sellers reduced $24.2M) across 7 tracked asset managers
Risk Factors
- 13F data is stale by 45+ days; positions may have been unwound since quarter-end
- No insider buying corroboration (no Form 4 confluences noted)
- Two large sellers (Fjarde Ap-Fonden, Robeco) exited near-fully, indicating potential divergence in institutional views
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-GGG-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G/A | $66.46 | awaiting T+1 | — | — |
Oct 21, 2026 6d ago | Institutional Cluster | $69.28 $66.99 | ▼ −3.31% | ▼ −2.78% | — |
Sep 14, 2026 6w ago | 8-K | $76.54 $76.84 | ▲ +0.39% | ▲ +0.85% | — |
Sep 1, 2026 8w ago | 8-K | $76.82 $77.40 | ▲ +0.76% | ▲ +0.31% | — |
Jun 15, 2026 19w ago | 8-K | $75.15 $76.05 | ▲ +1.19% | ▲ +1.77% | — |
May 21, 2026 22w ago | 8-K | $75.29 $75.67 | ▲ +0.50% | ▲ +0.06% | — |
May 5, 2026 25w ago | 8-K | $78.42 $80.33 | ▲ +2.44% | ▲ +1.05% | — |
Mar 11, 2026 32w ago | DEFA14A | $87.64 $86.70 | ▼ −1.07% | ▲ +0.41% | — |
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