Monitor for follow-on buying from active managers; current cluster is passive-driven and likely non-convictional. Check next quarter’s 13F for continuity or escalation of interest.
Executive Summary
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — initiated new positions in Ingram Micro Holding Corp (INGM) during Q4 2024, collectively purchasing $2.7 million in shares. This coordinated entry suggests growing institutional interest, though all buyers are passive managers, indicating the activity may reflect index inclusion or rebalancing rather than active conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.7M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | NEW | +0% | $314.0K | $314.0K |
| Wells Fargo | NEW | +0% | $45.0K | $45.0K |
| UBS | NEW | +0% | $2.3M | $2.3M |
Key Facts
- Morgan Stanley initiated a new position of 16.2K shares ($314K)
- Wells Fargo initiated a new position of 2.3K shares ($45K)
- UBS initiated the largest new position at 120.0K shares ($2.3M)
- No tracked institutions sold or reduced positions in INGM during the quarter
- All buyers are classified as mega-passive firms
Financial Impact
3 institutions initiated new positions totaling $2.7M in aggregate value
Risk Factors
- Passive buying may not reflect fundamental outlook and could reverse with index changes
- Lack of participation from active or activist investors limits signal strength
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-INGM-2024-Q4 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 17d ago | 8-K | $26.32 $26.67 | ▲ +1.33% | ▲ +0.51% | — |
Jun 18, 2026 15w ago | Insider Cluster | $28.30 $27.69 | ▲ +2.16% | ▲ +0.49% | — |
May 5, 2026 21w ago | S-3ASR | $26.79 $26.31 | ▼ −1.78% | ▼ −2.91% | — |
Mar 26, 2026 27w ago | DEFA14A | $22.23 $25.08 | ▲ +12.82% | ▲ +8.96% | — |
Mar 6, 2026 29w ago | 424B4 | $22.09 $22.23 | ▲ +0.64% | ▲ +1.99% | — |
Feb 28, 2026 30w ago | Institutional Cluster | $21.21 $22.16 | ▲ +4.49% | ▲ +5.70% | — |
US Market Status
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