The cluster is too small and concentrated to signal a strong institutional thesis shift. Monitor upcoming 13F filings for follow-through or reversal by these same funds, and watch for any insider buying (Form 4) that would corroborate the bullish positioning.
Executive Summary
Three institutional investors increased their ITT positions in Q3 2026, with Amf Tjanstepension Ab adding over 460K shares (a 1027% increase) to a $102M stake. The cluster is small (3 funds) and dominated by a single large add, limiting the signal's conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $96.8M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Amf Tjanstepension Ab | DOUBLED | +1027.2% | $102.0M | $93.2M |
| Assetmark | ADD | +34.1% | $11.6M | $3.1M |
| Td Waterhouse Canada | DOUBLED | +155.9% | $780.0K | $495.0K |
Key Facts
- 3 institutional buyers added a net $96.8M in ITT positions during Q3 2026
- Amf Tjanstepension Ab nearly 11x'd its stake, adding $93.2M to reach $102M
- No institutional sellers were identified in the cluster
- The cluster is small (3 funds) and dominated by one large active manager add
Financial Impact
3 institutions accumulated $96.8M in net new ITT positions during Q3 2026, with total holdings reaching $114.4M
Risk Factors
- 13F data is 45+ days stale; positions may have already been unwound
- Single-fund dominance (Amf Tjanstepension) means the cluster is not a broad consensus signal
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-ITT-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | $192.86 | awaiting T+20 | awaiting T+20 | No price |
Oct 22, 2026 5d ago | Institutional Cluster | $190.10 | awaiting T+20 | awaiting T+20 | No price |
Sep 1, 2026 8w ago | Insider Buy | $200.62 $202.13 | ▲ +0.75% | ▲ +0.66% | No price |
Aug 6, 2026 11w ago | 8-K | $214.41 $203.48 | ▼ −5.10% | ▼ −5.70% | No price |
Jun 29, 2026 17w ago | 8-K | $197.76 $197.80 | ▲ +0.02% | ▲ +1.05% | No price |
May 7, 2026 24w ago | Insider Cluster | $207.79 $194.07 | ▼ −6.60% | ▼ −9.74% | No price |
May 6, 2026 25w ago | 8-K | $216.63 $194.07 | ▼ −10.41% | ▼ −13.20% | No price |
US Market Status
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