The sheer size and breadth of this accumulation, especially Mirae's $144.9M new stake, suggests a strong institutional thesis. Traders should monitor for follow-on filings (e.g., 13D if activist intent) and watch for any earnings or contract announcements that could validate the thesis. However, 13F data is 45 days stale—confirm with recent price action and insider activity before acting.
Executive Summary
A massive institutional cluster in Redwire Corp (RDW) shows 19 funds accumulating $151.3M in new positions during 2026-Q2, led by a $144.9M new stake from Mirae Asset Global Investments. Only 5 small sellers trimmed $907K, resulting in net buying of $150.4M. This signals strong institutional conviction in Redwire's space and defense growth story, though 13F data is 45 days stale.
Key Financial Metrics
Institutional Positions
Net institutional flow: $150.4M
▲ Buyers (19)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Mirae Asset Global Investments Co. | NEW | +0% | $144.9M | $144.9M |
| Walleye Trading | ADD | +64.1% | $4.8M | $2.8M |
| New York State Common Retirement Fund | DOUBLED | +198.1% | $841.0K | $645.0K |
▼ Sellers (5)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Hightower Advisors | TRIM | -73% | $1.4M | -$863.4K |
Key Facts
- 19 institutional buyers added $151.3M in net new holdings; 5 sellers trimmed only $907K.
- Mirae Asset Global Investments opened a new $144.9M position, representing ~95% of total buying.
- Walleye Trading added $2.8M (64% increase), and New York State Common Retirement Fund doubled its stake (+$645K).
- The largest seller, Hightower Advisors, trimmed $863K (73% reduction) but remains with $548K.
- All participants are active asset managers; no passive/index fund rebalancing detected.
Financial Impact
19 institutions accumulated $151.3M in new positions while 5 reduced holdings by $907K, net buying of $150.4M (approximately 4.7% of market cap).
Risk Factors
- 13F reporting lag: positions may have been partially or fully unwound since quarter-end.
- Small-cap stock ($3.2B) can experience sharp moves; large institutional flows may already be priced in.
- No insider buying corroboration (confluence score 23/100, divergent).
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-RDW-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 9, 2026 7w ago | Institutional Cluster | $13.12 $11.23 | ▼ −14.41% | ▼ −13.49% | — |
Jun 11, 2026 16w ago | Institutional Cluster | $17.09 $10.47 | ▼ −38.74% | ▼ −40.63% | — |
Jun 9, 2026 16w ago | 8-K | $15.75 $10.21 | ▲ +35.17% | ▲ +36.62% | — |
Jun 9, 2026 16w ago | 424B5 | $15.75 $10.21 | ▲ +35.17% | ▲ +36.62% | — |
May 19, 2026 19w ago | 144 | $13.91 $14.36 | ▼ −3.24% | ▼ −2.25% | — |
May 6, 2026 21w ago | 8-K | $9.20 $18.62 | ▲ +102.39% | ▲ +99.26% | — |
Apr 10, 2026 25w ago | DEFA14A | $9.99 $12.16 | ▲ +21.72% | ▲ +13.99% | — |
Feb 26, 2026 31w ago | 8-K/A | $9.55 $8.87 | ▼ −7.12% | ▼ −0.72% | — |
US Market Status
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