The cluster is small and stale; monitor upcoming 13F filings for continuation or reversal. The absence of insider buying suggests the institutional moves may be routine rebalancing rather than a conviction thesis.
Executive Summary
A small institutional cluster shows 5 asset managers adding WLK positions in Q3 2026, with Proshare Advisors leading at a $5.3M increase, while only one minor seller trimmed. The total net buying of $6.1M is modest relative to WLK's $8.5B market cap, and the 13F data is 45+ days stale. No insider buying corroborates the cluster, limiting conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $6.1M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Proshare Advisors | ADD | +54.4% | $22.0M | $5.3M |
| Hb Wealth Management | DOUBLED | +294% | $652.0K | $450.0K |
| Abn Amro Investment Solutions | ADD | +29.8% | $2.6M | $250.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Nisa Investment Advisors | TRIM | -56.3% | $21.0K | -$13.0K |
Key Facts
- 5 institutional buyers added $6.1M net in WLK during Q3 2026
- Proshare Advisors increased its position by $5.3M (54.4% share increase)
- Only 1 seller trimmed $13K, a negligible amount
- No open-market insider buying; 13F × Form 4 confluence score is 9/100 (divergent)
- Total buying value of $25.3M is ~0.3% of WLK's $8.5B market cap
Financial Impact
5 institutions accumulated $6.1M in net new WLK holdings; total buyer holdings reached $25.3M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- No insider buying corroboration weakens signal conviction
- Cluster size is tiny relative to market cap; unlikely to move the stock
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-WLK-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | Institutional Cluster | $66.01 | awaiting T+60 | awaiting T+60 | No price |
Sep 29, 2026 4w ago | 8-K | $63.39 | awaiting T+60 | awaiting T+60 | No price |
Aug 31, 2026 8w ago | 8-K | $74.23 | awaiting T+60 | awaiting T+60 | No price |
Aug 14, 2026 11w ago | Press Release | $78.21 | awaiting T+60 | awaiting T+60 | No price |
Aug 4, 2026 12w ago | 8-K | $80.63 $66.17 | ▼ −17.93% | ▼ −17.72% | No price |
Jul 21, 2026 14w ago | Press Release | $76.22 | awaiting T+60 | awaiting T+60 | No price |
Jun 15, 2026 19w ago | 8-K | $84.33 $71.62 | ▼ −15.07% | ▼ −16.07% | No price |
Jun 13, 2026 20w ago | Institutional Cluster | $87.45 $71.78 | ▼ −17.92% | ▼ −18.92% | No price |
May 5, 2026 25w ago | 8-K | $104.29 $71.72 | ▲ +31.23% | ▲ +33.71% | No price |
Apr 20, 2026 27w ago | 8-K | $115.44 $77.08 | ▼ −33.23% | ▼ −39.85% | No price |
US Market Status
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