The mixed institutional activity with net selling and no insider buying suggests a lack of strong conviction. Monitor for upcoming catalysts (e.g., earnings, regulatory updates) that could resolve the divergence. The 45-day 13F reporting lag means these positions may have already been adjusted.
Executive Summary
Institutional 13F cluster for Oklo Inc. (OKLO) in 2026-Q2 shows mixed activity: 11 buyers added $17.9M in new holdings while 14 sellers reduced positions by $22.6M, resulting in net selling of ~$4.7M. Notable moves include Russell Investments doubling its stake to $13.1M and Sumitomo Mitsui Trust Group fully exiting a $10.3M position. The divergence among active asset managers, combined with recent insider selling and no insider buying corroboration, suggests caution.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$4.7M
▲ Buyers (11)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Russell Investments Group | DOUBLED | +465.2% | $13.1M | $10.9M |
| Police & Firemen's Retirement System Of New | ADD | +91.9% | $3.3M | $1.7M |
| New York State Common Retirement Fund | ADD | +84.6% | $3.7M | $1.8M |
| Mml Investors Services | ADD | +54.7% | $3.7M | $1.4M |
| Alps Advisors | ADD | +39.9% | $2.0M | $653.0K |
▼ Sellers (14)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Sumitomo Mitsui Trust Group | EXIT | -100% | $10.3M | -$10.3M |
| Vontobel Holding | NEAR_EXIT | -91.9% | $4.7M | -$4.3M |
| Asset Management One Co. | NEAR_EXIT | -98.9% | $2.2M | -$2.1M |
| Pictet Asset Management Holding | TRIM | -57.5% | $3.2M | -$1.8M |
| Swiss Life Asset Management | TRIM | -72.5% | $1.8M | -$1.3M |
Key Facts
- 11 institutional buyers added $17.9M in net new holdings; 14 sellers reduced by $22.6M (net -$4.7M)
- Largest buyer: Russell Investments Group doubled its position to $13.1M (+$10.9M)
- Largest seller: Sumitomo Mitsui Trust Group fully exited a $10.3M position
- Other notable sellers: Vontobel Holding near-exit (-$4.3M), Asset Management One near-exit (-$2.1M), Pictet Asset Management trim (-$1.8M)
- No open-market insider buying (confluence score 19/100, divergent)
- All tracked institutions are active asset managers; no passive/index funds in the cluster
Financial Impact
Net institutional selling of approximately $4.7M, with total buying value of $29.8M and total selling value change of -$22.6M
Risk Factors
- 13F data is 45 days stale; positions may have been unwound
- Net selling by institutions could indicate waning confidence
- Recent insider selling ($7.1M in 30d) adds to bearish signal
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-OKLO-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 17d ago | Insider Cluster | $35.98 $40.45 | ▼ −12.42% | ▼ −10.30% | — |
Sep 11, 2026 21d ago | 424B5 | $36.22 $38.00 | ▼ −4.91% | ▼ −5.14% | — |
Sep 11, 2026 21d ago | 8-K | $36.22 $38.00 | ▼ −4.91% | ▼ −5.14% | — |
Sep 9, 2026 23d ago | Insider Cluster | $42.57 $35.62 | ▲ +16.33% | ▲ +15.67% | — |
Sep 3, 2026 29d ago | Insider Cluster | $39.84 $36.22 | ▼ −9.09% | ▼ −7.94% | — |
Sep 2, 2026 4w ago | Insider Cluster | $39.52 $39.88 | ▼ −0.91% | ▼ −1.87% | — |
Aug 27, 2026 5w ago | Insider Cluster | $42.53 $39.84 | ▼ −6.32% | ▼ −6.59% | — |
Aug 27, 2026 5w ago | Insider Cluster | $42.53 $39.84 | ▼ −6.32% | ▼ −6.59% | — |
Aug 25, 2026 5w ago | Insider Cluster | $44.27 $38.53 | ▼ −12.97% | ▼ −12.43% | — |
Aug 9, 2026 7w ago | Institutional Cluster | $44.49 $43.88 | ▼ −1.37% | ▼ −1.32% | — |
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.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access