The heavy exit by three quant/passive multi-strategy funds (collectively ~$7M sold) versus minor passive accumulation (~$805K) is a distribution signal. Monitor QCRH's upcoming earnings for any miss or operational weakness that could have triggered factor-based selling. If fundamentals remain solid, this may create a contrarian entry, but the skew toward trimming is cautionary.
Executive Summary
An institutional cluster in QCRH for Q3 2025 shows a mixed picture: two passive managers (T. Rowe Price, Wells Fargo) added modest positions totaling ~$805K, while three hedge funds (D.E. Shaw, Citadel, and Morgan Stanley) reduced holdings by a combined ~$7.0M — dominantly from quant and multi-strategy managers. The net selling dwarfs buying by over 8x, suggesting institutional distribution despite two small accretions.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$6.2M
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wells Fargo | ADD | +55.9% | $1.9M | $802.0K |
| T. Rowe Price | DOUBLED | +248.1% | $4.0K | $3.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| D.E. Shaw | NEAR_EXIT | -86.5% | $1.7M | -$1.4M |
| Citadel | TRIM | -65.3% | $6.9M | -$4.2M |
| Morgan Stanley | TRIM | -30.7% | $5.9M | -$1.4M |
Key Facts
- Aggregate institutional flow: $1.9M bought vs. ~$7.0M sold — net distribution of roughly -$6.2M in known value terms.
- Two passive funds (T. Rowe Price, Wells Fargo) doubled or added positions with a combined net increase of ~$805K — minor relative to selling.
- D.E. Shaw cut 86.5% of its shares (nearly full exit), Citadel trimmed 65.3%, and Morgan Stanley reduced 30.7%.
- Sellers are concentrated among quant and multi-strategy managers, which often act on factor or risk-model signals rather than idiosyncratic fundamental conviction.
- Standalone, this cluster signals institutional de-risking; the passive buying does not offset the magnitude of the sell-side exits.
Financial Impact
Known institutional buying totaled ~$1.9M in current value, selling totaled ~$7.0M in previous value (net change ~ -$6.2M). Relative to QCRH's $1.6B market cap, the net selling is ~0.4% of float — modest but directionally skewed.
Risk Factors
- 13F reporting lags by 45 days — positions may have changed since quarter-end.
- The cluster is dominated by quant/passive managers who may have been rebalancing on sector or factor exposures, not fundamental QCRH-specific views.
- Net selling of ~$6.2M is small relative to market cap (~0.4% of float); alone insufficient to drive material price moves.
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-QCRH-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | 8-K | $99.47 $103.04 | ▲ +3.59% | ▲ +4.77% | — |
Oct 20, 2026 6d ago | 8-K | $99.47 $103.04 | ▲ +3.59% | ▲ +4.77% | — |
Oct 20, 2026 6d ago | Press Release | $99.47 $103.04 | ▲ +3.59% | ▲ +4.77% | — |
Sep 30, 2026 26d ago | Press Release | $99.26 | awaiting T+1 | — | — |
Aug 24, 2026 9w ago | 8-K | $100.90 $99.98 | ▼ −0.91% | ▼ −1.23% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $96.38 $96.33 | ▲ +0.05% | ▲ +0.59% | — |
May 26, 2026 21w ago | 8-K | $91.40 $91.38 | ▼ −0.02% | ▼ −0.57% | — |
May 22, 2026 22w ago | S-3ASR | $92.49 $91.62 | ▼ −0.94% | ▼ −0.90% | — |
Apr 22, 2026 26w ago | 8-K | $88.56 $88.39 | ▼ −0.19% | ▼ −0.98% | — |
Apr 22, 2026 26w ago | 8-K | $88.56 $88.39 | ▲ +0.19% | ▲ +0.98% | — |
US Market Status
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