The total withdrawal by major passive managers suggests broad institutional de-risking or exclusion from core portfolios. Traders should monitor for further downward pressure on price and assess whether active managers are also avoiding the stock. A lack of institutional support increases volatility and downside risk.
Executive Summary
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — fully exited their positions in Tellurian Inc (TELL) during Q4 2024, collectively selling $6.5 million worth of shares. This complete divestment by all tracked institutions signals a lack of confidence in the company’s near-term prospects.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$6.5M
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | EXIT | 100% | $1.3M | -$1.3M |
| Wells Fargo | EXIT | 100% | $44.8K | -$44.8K |
| Schwab | EXIT | 100% | $5.1M | -$5.1M |
Key Facts
- Morgan Stanley exited a $1.3M position (1.37M shares),
- Wells Fargo exited a $45K position (46.3K shares),
- Schwab exited a $5.1M position (5.29M shares),
- All three institutions executed full exits (100% reduction in holdings),
- Total value of sold shares: $6,489,675.
Financial Impact
Institutions sold $6.5 million in shares during Q4 2024, representing complete divestment from the stock by all tracked passive funds.
Risk Factors
- Increased selling pressure if other institutions follow suit,
- Reduced liquidity and investor base due to loss of major custodians,
- Potential delisting or going-concern concerns if fundamentals continue to deteriorate.
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-TELL-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 11, 2026 19w ago | Institutional Cluster | — | awaiting T+20 | — | — |
Feb 28, 2026 34w ago | Institutional Cluster | — | awaiting T+20 | — | — |
US Market Status
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