Identifying stocks with the "biggest institutional increase" involves analyzing the quarterly 13F filings submitted by institutional investment managers to the SEC. Fintel aggregates this data to provide insights into "smart money" movements.
Understanding Institutional Accumulation
Fintel's primary tool for tracking this is the Fund Sentiment Score, formerly known as the Ownership Accumulation Score. This sophisticated, multi-factor quantitative model identifies companies experiencing the highest levels of institutional accumulation. The score ranges from 0 to 100, with higher numbers indicating stronger accumulation relative to peers. It considers factors such as the total increase in disclosed owners and changes in portfolio allocations.1
Recent Examples of Significant Institutional Increases
While Fintel's "Ownership Explorer" provides a list of the highest-ranking companies by Fund Sentiment Score (requiring a subscription for full access), we can observe significant individual institutional activity from recent filings:
- Fitell Corporation (FTEL): This stock saw a substantial increase in institutional long shares, with a reported change of 387.36% in the most recent quarter.2
- Fidelity Disruptive Finance ETF (FDFF): UBS Group AG reported a remarkable increase in its position, with the reported value of its holdings rising by 8,250.00% in a recent filing.3
- Tidal Trust I - ZEGA Buy & Hedge ETF (ZHDG): Jane Street Group, Llc significantly boosted its stake, showing a 500.41% increase in shares and a 561.80% increase in reported value.4
- PureCycle Technologies, Inc. (PCTT.U): Group One Trading, L.p. increased its call options in the company by 240.16% in shares and 573.50% in value in a recent filing.5
These examples highlight how specific institutions are increasing their exposure to certain assets, which can be an indicator of growing confidence or a shift in investment strategy. For a comprehensive view of overall institutional accumulation across the market, Fintel's Fund Sentiment Score and Ownership Explorer are invaluable resources.
