The mixed cluster offers no clear directional edge, but net accumulation by active funds (Cerity, Point72) suggests a value thesis. Given the 45-day filing lag, monitor next 13F for follow-through and upcoming earnings for catalyst. The buying by quant/active funds vs trimming by larger holders indicates debate—wait for confirmation before taking a position.
Executive Summary
Institutional cluster for IDT Corp shows mixed conviction: 5 buyers accumulated $3.2M in net new positions while 5 sellers reduced holdings by $1.5M. Active managers like Cerity Partners (doubled to $3.7M) and Point72 (doubled to $511K) led buying, while Tudor Investment and Guggenheim Capital trimmed larger positions. The net $1.7M inflow suggests modest accumulation, but the balanced directional split indicates no clear consensus.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.7M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Cerity Partners | DOUBLED | +121.7% | $3.7M | $2.1M |
| Point72 | DOUBLED | +272.1% | $511.0K | $382.0K |
| Legal & General Group | ADD | +71.9% | $1.0M | $468.0K |
| Group One Trading | DOUBLED | +617.9% | $309.0K | $269.0K |
| Nisa Investment Advisors | DOUBLED | +118.2% | $4.0K | $2.0K |
▼ Sellers (5)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Tudor Investment Corp Et Al | TRIM | -37.1% | $1.9M | -$621.3K |
| Guggenheim Capital | TRIM | -55.8% | $1.1M | -$591.9K |
| Ubs Am, A Distinct Business Un | TRIM | -29.7% | $1.1M | -$274.6K |
| Teacher Retirement System Of T | TRIM | -46.9% | $1.0K | -$529.00 |
| Cwm | TRIM | -26.4% | $65.00 | -$15.00 |
Key Facts
- 5 buyers (net +$3.2M) vs 5 sellers (net -$1.5M); net institutional inflow of ~$1.7M.
- Cerity Partners doubled its stake to $3.7M (largest buyer by value).
- Point72 (quant) doubled to $511K, suggesting data-driven conviction.
- Tudor Investment trimmed $621K (largest seller), Guggenheim trimmed $592K.
- All funds classified as asset managers; no passive/index funds dominate, indicating active-driven signal.
Financial Impact
Institutional buying of $3.2M vs selling of $1.5M; net positive $1.7M inflow, small relative to IDT's ~$600M market cap.
Risk Factors
- 13F data is stale (Q3 2024); positions may have been reversed since quarter-end.
- Small dollar amounts limit impact on stock price.
- Mixed selling by some large holders offsets buying conviction.
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-IDT-2024-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 29d ago | Press Release | $68.73 $79.97 | ▲ +16.35% | ▲ +17.47% | — |
Aug 24, 2026 5w ago | Press Release | $69.38 $68.84 | ▼ −0.78% | ▼ −2.02% | — |
Jul 21, 2026 10w ago | Insider Cluster | $63.35 $66.65 | ▲ +5.21% | ▲ +2.65% | — |
Jul 1, 2026 13w ago | Insider Cluster | $57.95 $67.10 | ▲ +15.79% | ▲ +17.98% | — |
Jun 15, 2026 15w ago | Insider Cluster | $52.76 $61.40 | ▲ +16.38% | ▲ +17.13% | — |
Jun 11, 2026 16w ago | Institutional Cluster | $54.63 $61.10 | ▲ +11.84% | ▲ +10.06% | — |
Jun 11, 2026 16w ago | 8-K | $54.63 $61.10 | ▲ +11.84% | ▲ +10.06% | — |
Jun 10, 2026 16w ago | Press Release | $55.50 $59.97 | ▲ +8.05% | ▲ +4.43% | — |
Jun 3, 2026 17w ago | 8-K | $55.57 $58.82 | ▲ +5.85% | ▲ +7.22% | — |
Jun 3, 2026 17w ago | Press Release | $54.03 $58.82 | ▲ +8.87% | ▲ +9.87% | — |
US Market Status
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