The cluster is directionally positive but lacks insider corroboration and IE's prior 13F signals have been unreliable. Monitor for a specific catalyst (e.g., drill results, M&A) before acting; the 45-day reporting lag means positions may already be unwound.
Executive Summary
Institutional 13F cluster for Ivanhoe Electric (IE) shows 5 buyers adding $5.3M net vs 3 sellers trimming $1.6M, led by Bank of New York Mellon doubling its position to $7.9M.
Key Financial Metrics
Institutional Positions
Net institutional flow: $3.7M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Bank Of New York Mellon | DOUBLED | +183% | $7.9M | $4.5M |
| Citigroup | DOUBLED | +471.5% | $628.0K | $493.0K |
| Russell Investments Group | ADD | +70.6% | $1.2M | $337.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Imc-Chicago | TRIM | -64.5% | $1.8M | -$1.3M |
| Universal- Beteiligungs- Und | TRIM | -32.5% | $428.0K | -$192.9K |
| Walleye Trading | TRIM | -63.6% | $130.0K | -$91.3K |
Key Facts
- 5 institutional buyers added net $5.3M in Q2 2026; 3 sellers trimmed net $1.6M
- Bank of New York Mellon doubled its stake to $7.9M (183% increase)
- Citigroup doubled its position to $628K (471.5% increase)
- Sellers were small prop trading firms (IMC-Chicago, Universal, Walleye) trimming modest positions
- No open-market insider buying detected in the same window (confluence score 32/100, institutions only)
- IE's analyst consensus is 93% bullish (4 Strong Buy, 9 Buy, 1 Hold) but historical 13F cluster signals on this ticker have been poor
Financial Impact
Net institutional buying of ~$3.7M (buyers added $5.3M, sellers reduced $1.6M) — modest relative to $1.8B market cap
Risk Factors
- 13F data is 45+ days stale; cluster may have been reversed
- No insider buying to confirm institutional 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-IE-2026-Q2 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 23, 2026 4w ago | 8-K | $10.40 $8.49 | ▼ −18.37% | ▼ −19.05% | — |
Aug 9, 2026 11w ago | Institutional Cluster | $11.00 $11.04 | ▲ +0.36% | ▲ +1.28% | — |
Aug 5, 2026 11w ago | 8-K | $10.65 $10.09 | ▼ −5.26% | ▼ −4.66% | — |
Jul 7, 2026 15w ago | 8-K | $8.87 $10.65 | ▲ +20.07% | ▲ +16.80% | — |
May 11, 2026 24w ago | 8-K | $14.88 $10.78 | ▼ −27.55% | ▼ −27.25% | — |
Apr 30, 2026 25w ago | S-3ASR | $13.09 $13.69 | ▲ +4.58% | ▼ −0.68% | — |
Mar 6, 2026 33w ago | Insider Cluster | $13.13 $12.23 | ▼ −6.85% | ▼ −4.81% | — |
Mar 6, 2026 33w ago | Insider Cluster | $13.13 $12.23 | ▼ −6.85% | ▼ −4.81% | — |
Mar 6, 2026 33w ago | Insider Cluster | $13.13 $12.23 | ▼ −6.85% | ▼ −4.81% | — |
Mar 6, 2026 33w ago | Insider Cluster | $13.13 $12.23 | ▼ −6.85% | ▼ −4.81% | — |
US Market Status
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