The cluster lacks conviction from active managers; the buying is likely mechanical index rebalancing. Monitor next earnings or any activist filing for real directional moves. No immediate trade signal.
Executive Summary
Institutional cluster for Petco (WOOF) shows mixed but passive-driven activity: two mega-passive funds (Fidelity, Schwab) added $9.7M, while three other mega-passive funds (Morgan Stanley, Wells Fargo, BofA) trimmed $4.0M. All moves are from index/rebalance funds, so no active investment thesis is implied. This is routine portfolio churn with no directional signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $5.7M
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | ADD | +27.5% | $14.5M | $6.2M |
| Schwab | ADD | +29.1% | $8.2M | $3.5M |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | TRIM | -41.5% | $16.5M | -$3.3M |
| Wells Fargo | TRIM | -53.2% | $584.0K | -$210.5K |
| BofA | TRIM | -37.1% | $3.7M | -$520.6K |
Key Facts
- 2 buyers (both mega-passive) added $9.7M in WOOF holdings.
- 3 sellers (all mega-passive) reduced by $4.0M.
- Net aggregate change: +$5.7M (buying dominated but entirely passive).
- No activist or active fund managers participated; all flows are likely index rebalancing or tax-loss harvesting.
Financial Impact
Net institutional buying of $5.7M (0.6% of $915M market cap) driven entirely by passive funds; no active manager signal.
Risk Factors
- Passive flows can reverse next quarter with no fundamental catalyst.
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-WOOF-2025-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 2, 2026 7w ago | 8-K | $2.52 $2.19 | ▲ +13.10% | ▲ +11.91% | — |
Sep 2, 2026 7w ago | Press Release | $2.52 $2.19 | ▲ +13.10% | ▲ +11.91% | — |
Aug 3, 2026 12w ago | 8-K | $2.91 $2.66 | ▼ −8.59% | ▼ −9.83% | — |
Jul 7, 2026 16w ago | 144 | $2.53 $2.91 | ▲ +15.02% | ▲ +13.69% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $2.83 $2.55 | ▼ −9.89% | ▼ −11.78% | — |
Jun 3, 2026 20w ago | 8-K | $2.87 $2.62 | ▼ −8.55% | ▼ −7.18% | — |
US Market Status
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