The cluster is small and mixed, with larger holders reducing more than smaller holders adding. No insider buying to corroborate conviction. Monitor next 13F for continuation of the selling trend by the two larger holders.
Executive Summary
Three small asset managers added VLTO positions totaling $1.3M in Q3, while two larger asset managers trimmed $4.0M, resulting in net institutional selling of $2.7M. The cluster is mixed with no insider buying corroboration, and the selling by larger holders dominates in dollar terms.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$2.7M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Unisuper Management Pty | ADD | +36.4% | $2.9M | $911.0K |
| Farther Finance Advisors | ADD | +59.5% | $542.0K | $222.0K |
| Assetmark | ADD | +28.7% | $608.0K | $164.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | TRIM | -44.7% | $6.2M | -$2.8M |
| Pensiondanmark Pensionsforsikringsaktieselskab | TRIM | -27.4% | $5.1M | -$1.2M |
Key Facts
- 3 buyers added $1.3M in VLTO positions (all small adds by asset managers)
- 2 sellers trimmed $4.0M, led by Wealth Enhancement Advisory Services (-$2.8M) and Pensiondanmark (-$1.2M)
- Net institutional flow was -$2.7M (sellers outsize buyers)
- Confluence score of 3/100 indicates no insider buying support
- All five institutions are asset managers — no activist or concentrated fund involvement
Financial Impact
Net institutional selling of $2.7M in Q3, with total buying of $1.3M and total selling of $4.0M
Risk Factors
- 13F data is 45+ days stale; positions may have been reversed since quarter-end
- Cluster is dominated by small asset managers on the buy side and larger ones on the sell side — no high-conviction signal
- No insider buying to support the accumulation thesis
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-VLTO-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | Institutional Cluster | $103.35 | awaiting T+60 | — | — |
Oct 23, 2026 4d ago | 144 | $104.33 | awaiting T+60 | — | — |
Oct 12, 2026 15d ago | Press Release | $98.20 | awaiting T+60 | — | — |
Sep 23, 2026 4w ago | Press Release | $96.20 | awaiting T+60 | — | — |
Jul 17, 2026 14w ago | 144 | $93.81 $98.20 | ▲ +4.68% | ▼ −0.00% | — |
Jun 1, 2026 21w ago | 8-K | $82.43 $98.69 | ▲ +19.73% | ▲ +18.61% | — |
May 28, 2026 21w ago | 424B5 | $82.23 $99.37 | ▲ +20.84% | ▲ +19.66% | — |
May 27, 2026 21w ago | 424B5 | $84.46 $99.46 | ▲ +17.76% | ▲ +15.88% | — |
Apr 28, 2026 26w ago | 8-K | $89.47 $92.02 | ▲ +2.85% | ▼ −1.26% | — |
Mar 30, 2026 30w ago | 144 | $88.42 $89.74 | ▲ +1.49% | ▼ −10.89% | — |
US Market Status
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