SecBot SecBot
Institutional Cluster ·Filed Oct 14, 2026

POST

Post Holdings, Inc.
NEUTRAL
Impact 2/10
Horizonmonths Processed12d 14h ago
Institutional cluster: 3 buyers, 0 sellers (bullish)
Actionable Insight • Neutral

The cluster is too small and too passive-oriented to signal a fundamental thesis shift. Monitor next quarter's 13F for larger active managers or hedge funds entering the name.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+5d
POST ▲ +5.96% at T+5d
NEUTRAL call +5.96% · α vs SPY +6.97% · entry $77.39 → $82.00
Next anchor: T+20d in 15d
Latest observation: T+6 +1.18% FF3 residual α
Entry = T+0 close
Oct 14, 2026
via day close
T+1d
+1.47%
call +1.47% · α +2.58%
$78.53
settled 12d ago
T+5d
+5.96%
call +5.96% · α +6.97%
$82.00
settled 6d ago
T+20d
Pending
in 15d
T+60d
Pending
in 3mo

Executive Summary

Three small asset managers doubled or more than doubled their Post Holdings positions in Q3 2026, with aggregate holdings rising to $1.8M from $0.7M. The cluster is tiny in absolute dollar terms and dominated by passive-style advisors, not fundamental active managers, making it a weak signal.

Key Financial Metrics

Direction
accumulating
Buy Value
$1.8M
Net Flow
$1.1M

Institutional Positions

Net institutional flow: $1.1M

▲ Buyers (3)

InstitutionActionChangePosition ValueValue Δ
Farther Finance AdvisorsDOUBLED+220.5%$39.0K$24.0K
Wealth Enhancement Advisory ServicesDOUBLED+276.4%$1.6M$1.0M
Mather GroupDOUBLED+2275.5%$92.0K$87.0K

Key Facts

  • 3 buyers, 0 sellers in Q3 2026 institutional cluster
  • Aggregate current holdings: $1.8M; net change: +$1.1M
  • All three buyers are small asset managers (Farther Finance, Wealth Enhancement, Mather Group)
  • Largest buyer: Wealth Enhancement Advisory Services ($590K → $1.6M, +276%)
  • No sellers in the cluster

Financial Impact

Three small asset managers added a combined $1.1M in Post Holdings positions, bringing total disclosed holdings to $1.8M — negligible relative to the company's multi-billion market cap.

institutional ownership

Risk Factors

  • 13F data is 45+ days stale; positions may have been unwound since quarter-end
  • All buyers are small advisors, not fundamental active managers — signal quality is low

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-POST-2026-Q3
7 reports for POST
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for POST — sortable, filterable
TypeNow
Oct 16, 2026
10d ago
8-K
NEUTRAL ★ 2/10
$77.42awaiting T+20——
Oct 14, 2026
12d ago
Institutional Cluster
NEUTRAL ★ 2/10
$77.39awaiting T+20——
Aug 6, 2026
11w ago
Press Release
BEARISH ★ 6/10
$78.69 $84.64▼ −7.56%▼ −7.96%—
Jul 16, 2026
14w ago
Press Release
NEUTRAL ★ 1/10
$86.86 $80.95▼ −6.80%▼ −11.25%—
Jun 11, 2026
19w ago
Institutional Cluster
MIXED ★ 4/10
$93.17 $84.70▼ −9.09%▼ −10.98%—
May 13, 2026
23w ago
144
NEUTRAL ★ 2/10
$102.78 $93.14▼ −9.38%▼ −8.52%—
Mar 4, 2026
33w ago
8-K
NEUTRAL ★ 5/10
$105.58 $100.32▼ −4.98%▼ −1.19%—
Showing 7 of 7

US Market Status

Market Closed — Opens in 1h 38m

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.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Oct 14, 2026