SYS Research – Unusual Activity – Friday, September 27, 2024

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Unusual Activity Report

This daily report focuses on three key components that can lead to market momentum: unusual options activity, insider buying, and institutional sponsorship. By scanning for these signals each day, we uncover potential stock movements driven by notable trades, insider transactions, and institutional investments. Using advanced algorithms and proprietary research methods, we sift through vast amounts of data to identify unique opportunities, offering timely insights highlighting emerging market momentum.

Disclaimer: All data and information presented in this report are sourced from publicly available materials intended for informational purposes only. The content is not a recommendation to buy or sell securities and should not be relied upon as financial advice. Readers are encouraged to conduct their own research before making any investment decisions.


Standout Options Trades

Tesla (TSLA)
Sentiment – Bullish
Options Activity – A call option sweep expiring today, with 256 contracts traded at a $257.50 strike. The trade was split into 9 different transactions.
Total Values – $43.0K
Strike Price or Range of Strike Prices – $257.50
Expectations – Investors are anticipating upward movement, likely driven by momentum in Tesla’s stock price today.
Market View – The market is optimistic about Tesla’s near-term performance, expecting a continued rally.


QuantumScape (QS)
Sentiment: Mixed
Options Activity: Call sweep trade for 5,728 contracts expiring on January 17, 2025
Total Values: $94,000
Strike Price: $6
Expectations: The call sweep suggests a potentially mixed outlook, with traders looking for a rise in the stock’s price over time.
Market View: QuantumScape’s price action indicates indecision, as market participants await further developments in its technology.


Blackstone Mortgage Trust (BXMT)
Sentiment: Bearish
Options Activity: Significant sell orders in call options, exceeding prior open interest, expiring January 17, 2025
Total Values: $299,150
Strike Price: $19.55
Expectations: Traders appear to expect limited upside in BXMT, with a potential downside, as reflected by the heavy call selling.
Market View: Sentiment suggests traders believe the stock may struggle to gain ground in the near term, particularly given recent dividend-related moves.


Microsoft (MSFT)
Sentiment: Bearish
Options Activity: Call sell trade for 2,076 contracts expiring on December 20, 2024
Total Values: $2.49 million
Strike Price: $427.90
Expectations: Traders might expect MSFT to encounter resistance near the strike price, potentially leading to a consolidation period.
Market View: Despite the broader market strength, MSFT’s options activity reflects caution at current levels.


Occidental Petroleum (OXY)
Sentiment: Bullish
Options Activity: Large call sweep totaling 3,632 contracts, expiring on November 15, 2024
Total Values: $836,317
Strike Price: $50
Expectations: Traders expect a near-term rise in OXY, potentially benefiting from favorable energy market conditions.
Market View: The oil sector remains volatile, but OXY’s options activity suggests traders anticipate upside potential in the stock.


NIO (NIO)
Sentiment – Bullish
Options Activity – A put option trade expiring on June 20, 2025, with 5000 contracts traded at a $3.00 strike.
Total Values – $115.0K
Strike Price or Range of Strike Prices – $3.00
Expectations – Investors are betting on a recovery in NIO’s stock price in the long term.
Market View – Positive sentiment suggests optimism in the electric vehicle market and NIO’s future growth.


Alibaba (BABA)
Sentiment – Bullish
Options Activity – A call option sweep expiring on October 18, 2024, with 41 contracts traded at a $95.00 strike. This trade was split into 19 different transactions.
Total Values – $55.3K
Strike Price or Range of Strike Prices – $95.00
Expectations – Investors are expecting Alibaba to gain strength in the near term.
Market View – The market is showing confidence in Alibaba’s stock, expecting a potential rally.


Rivian (RIVN)
Sentiment – Neutral
Options Activity – A put option trade expiring on December 18, 2026, with 149 contracts traded at a $7.50 strike.
Total Values – $30.0K
Strike Price or Range of Strike Prices – $7.50
Expectations – Investors seem neutral, likely waiting for further developments in Rivian’s growth and market conditions.
Market View – The market is cautious, reflecting uncertainty about Rivian’s performance over the long term.


Pinduoduo (PDD)
Sentiment – Bearish
Options Activity – A call option sweep expiring on November 15, 2024, with 100 contracts traded at a $155.00 strike. The trade was split into 18 different transactions.
Total Values – $31.5K
Strike Price or Range of Strike Prices – $155.00
Expectations – Investors expect downside movement in Pinduoduo’s stock.
Market View – Sentiment is bearish, indicating caution surrounding Pinduoduo’s near-term outlook.


GameStop (GME)
Sentiment: Bullish
Options Activity: Multiple call trades totaling 33,033 contracts, expiring on January 17, 2025
Total Values: $2.27 million across several trades
Strike Price: $22.50
Expectations: Traders anticipate an upward move in the stock, potentially expecting price growth or momentum to build toward the $25 strike.
Market View: The options activity reflects renewed optimism among traders, possibly linked to upcoming corporate actions or events.


GameStop (GME)
Sentiment – Bearish
Options Activity – A put option trade expiring on October 11, 2024, with 1499 contracts traded at a $21.00 strike.
Total Values – $89.9K
Strike Price or Range of Strike Prices – $21.00
Expectations: Traders are positioning for further declines in GameStop’s stock or possibly using this trade as a hedge against existing bullish positions.


Airbnb (ABNB)
Sentiment – Bullish
Options Activity – A put option sweep expiring on January 16, 2026, with 109 contracts traded at a $130.00 strike. This trade was split into 5 different transactions.
Total Values – $208.1K
Strike Price or Range of Strike Prices – $130.00
Expectations – Investors are positioning for long-term upside, expecting a recovery in Airbnb’s stock.
Market View – Bullish sentiment reflects optimism for Airbnb’s ability to capitalize on the travel and hospitality recovery in the coming years.


iShares China Large-Cap ETF (FXI)
Sentiment: Bullish
Options Activity: The purchase of 16,753 call contracts expiring on January 17, 2025, with strike prices at $34.85. The premium paid ranged between $0.32 and $0.33.
Total Values: Total notional value of $2,676,530.
Strike Price: $34.85
Expectations: Traders are positioning for a potential rebound in Chinese large-cap stocks.
Market View: Despite current weakness in the Chinese market, investors are looking for long-term recovery opportunities.


iShares Silver Trust (SLV)
Sentiment: Bearish
Options Activity: 20,127 call contracts were sold expiring on March 31, 2025, at a strike price of $22. The premium ranged from $0.30.
Total Values: Total trade value of $1,366,170.
Strike Price: $22
Expectations: The seller may not anticipate a significant upward movement in silver prices before the expiration.
Market View: Silver may continue to face resistance, as reflected by the sale of these calls at lower strike prices.


Apple (AAPL)
Sentiment – Neutral
Options Activity – A put option trade expiring on October 4, 2024, with 160 contracts traded at a $227.50 strike.
Total Values – $36.3K
Strike Price or Range of Strike Prices – $227.50
Expectations – Traders are not showing a clear directional bias, but the trade points to a potential stabilization around the $227.50 strike price.
Market View – Market sentiment remains neutral, with investors waiting for more signals from Apple’s performance.


Marathon Digital Holdings (MARA)
Sentiment – Bullish
Options Activity – A call option sweep expiring on October 4, 2024, with 1000 contracts traded at a $17.50 strike. This trade was split into 6 different transactions.
Total Values – $82.0K
Strike Price or Range of Strike Prices – $17.50
Expectations – Investors are anticipating further upside for MARA, as evidenced by the high volume of bullish call trades.
Market View – Positive sentiment points to bullish expectations in the near term, driven by momentum in the digital currency mining sector.


Norwegian Cruise Line (NCLH)
Sentiment – Mixed (50% bullish, 50% bearish)
Options Activity – 12 significant trades, with 7 puts valued at $397.6K and 5 calls valued at $189.1K. There was a balance between bullish and bearish sentiment, suggesting uncertainty or hedging strategies.
Total Values – $397.6K in puts and $189.1K in calls
Strike Price or Range of Strike Prices – $3.00 to $35.00
Expectations – Investors are focused on a wide price range, reflecting mixed sentiment around Norwegian’s future performance. The options activity suggests that some investors are hedging against potential downside while others are betting on a recovery or upward momentum.
Market View – With balanced bullish and bearish trades, the outlook remains uncertain, though the significant activity hints at expectations of volatility in the near term.


MicroStrategy (MSTR)
Sentiment – Neutral
Options Activity – A call option sweep expiring on October 4, 2024, with 28 contracts traded at a $175.00 strike. The trade was split into 7 different transactions.
Total Values – $26.4K
Strike Price or Range of Strike Prices – $175.00
Expectations – Investors are remaining neutral, likely anticipating consolidation around the $175.00 strike price.
Market View – The market remains undecided about MicroStrategy’s next direction, suggesting a wait-and-see approach.


Broadcom (AVGO)
Sentiment – Bearish
Options Activity – A put option trade expiring on October 4, 2024, with 500 contracts traded at a $170.00 strike.
Total Values – $110.0K
Strike Price or Range of Strike Prices – $170.00
Expectations – The bearish put trade suggests investors are expecting a downward movement in AVGO’s stock.
Market View – Bearish sentiment dominates, reflecting caution in Broadcom’s outlook for the near future.


Home Depot (HD)
Sentiment – Mixed
Options Activity – 17 notable trades, including 10 puts valued at $1.48M and 7 calls valued at $844K. The majority of activity appears bullish, especially with a focus on high-value trades and long-dated expirations. Significant trades include bullish put trades and neutral call sweeps.
Total Values – $1.48M in puts and $844K in calls
Strike Price or Range of Strike Prices – $240.00 to $420.00
Expectations – Investors are targeting a wide range, with significant positions placed on both sides of the trade, though overall sentiment leans bullish.
Market View – The mixed but mostly bullish sentiment suggests investors are expecting moderate gains for Home Depot, with strategic hedging in place to account for potential volatility.


Core Scientific (CORZ)
Sentiment – Bearish
Options Activity – A put option sweep expiring on November 15, 2024, with 3333 contracts traded at an $8.00 strike. The trade was split into 6 different transactions.
Total Values – $41.9K
Strike Price or Range of Strike Prices – $8.00
Expectations – A significant bearish stance suggests expectations of continued downside pressure.
Market View – Market sentiment is clearly negative, with investors likely preparing for further declines in Core Scientific’s stock.


Pagaya Technologies (PGY)
Sentiment – Neutral
Options Activity – A put option sweep expiring on February 21, 2025, with 1500 contracts traded at a $5.00 strike. The trade was split into 46 different transactions.
Total Values – $37.5K
Strike Price or Range of Strike Prices – $5.00
Expectations – Investors are adopting a neutral stance, indicating a wait-and-see approach at this strike price.
Market View – Mixed sentiment points to cautious optimism or a lack of strong directional conviction.


Marriott International (MAR)
Sentiment – Bullish
Options Activity – 9 significant trades, with 4 puts valued at $760.9K and 5 calls valued at $169.6K. Most trades show bullish sentiment, particularly with multiple put sweeps indicating investors are hedging but with an overall bullish outlook.
Total Values – $760.9K in puts and $169.6K in calls
Strike Price or Range of Strike Prices – $150.00 to $300.00
Expectations – Investors are targeting a wide price range, suggesting potential upside with Marriott’s stock, as bullish positions dominate.
Market View – The overall market sentiment for Marriott is bullish, reflecting confidence in its growth and stability in the hospitality sector, with potential for continued strength.


Snowflake (SNOW)
Sentiment – Bullish
Options Activity – A call option trade expiring on November 15, 2024, with 177 contracts traded at a $130.00 strike.
Total Values – $47.4K
Strike Price or Range of Strike Prices – $130.00
Expectations – Bullish sentiment indicates that investors are expecting upside movement in Snowflake’s stock in the near future.
Market View – Positive sentiment for Snowflake reflects optimism in the company’s growth potential.


Advanced Micro Devices (AMD)
Sentiment – Neutral
Options Activity – A call option trade expiring on October 18, 2024, with 100 contracts traded at a $160.00 strike.
Total Values – $95.5K
Strike Price or Range of Strike Prices – $160.00
Expectations – Neutral sentiment shows that traders are not strongly favoring any significant movement in AMD’s stock.
Market View – Investors are likely awaiting further market signals before committing to a clear direction.


Intuitive Machines (LUNR)
Sentiment – Bullish
Options Activity – A call option trade expiring on March 21, 2025, with 115 contracts traded at a $9.00 strike.
Total Values – $27.6K
Strike Price or Range of Strike Prices – $9.00
Expectations – Investors are showing strong bullish sentiment, expecting upward movement in LUNR’s stock.
Market View – The market remains optimistic about LUNR’s near-term performance, driven by positive sentiment in the aerospace sector.


Caterpillar (CAT)
Sentiment – Neutral
Options Activity – A put option sweep expiring on November 15, 2024, with 63 contracts traded at a $350.00 strike. This trade was split into 14 different transactions.
Total Values – $28.5K
Strike Price or Range of Strike Prices – $350.00
Expectations – Investors are not leaning in any particular direction, indicating stable expectations around Caterpillar’s stock.
Market View – Neutral sentiment suggests cautious positioning, with no clear expectation of significant short-term volatility.


Lyft (LYFT)
Sentiment – Bearish
Options Activity – A call option sweep expiring on October 18, 2024, with 200 contracts traded at a $12.00 strike. The trade was split into 15 different transactions.
Total Values – $25.0K
Strike Price or Range of Strike Prices – $12.00
Expectations – The bearish sentiment signals a lack of confidence in Lyft’s short-term recovery.
Market View – Market participants are positioning for potential downside, reflecting ongoing challenges for Lyft.


Uber (UBER)
Sentiment – Bullish
Options Activity – A call option sweep expiring on November 15, 2024, with 400 contracts traded at a $90.00 strike. This trade was split into 11 different transactions.
Total Values – $35.2K
Strike Price or Range of Strike Prices – $90.00
Expectations – Investors are bullish, expecting an upward trend for Uber’s stock in the near term.
Market View – Positive sentiment reflects confidence in Uber’s growth prospects, particularly in its global expansion and services.


Roblox (RBLX)
Sentiment – Mixed
Options Activity – 10 significant trades, with 4 puts valued at $677.9K and 6 calls valued at $278.3K. These trades were split between bearish and bullish sentiment, with major activity centered around strike prices between $32.00 and $60.00.
Total Values – $677.9K in puts and $278.3K in calls
Strike Price or Range of Strike Prices – $32.00 to $60.00
Expectations – Investors are anticipating price movements within this range, with a balanced sentiment indicating uncertainty about the stock’s short-term direction.
Market View – Traders are mixed, suggesting caution around Roblox’s near-term outlook, though the bullish calls indicate optimism in the company’s potential for recovery or growth.


Johnson Controls (JCI)
Sentiment – Bearish
Options Activity – A put option trade expiring on November 15, 2024, with 130 contracts traded at a $77.50 strike.
Total Values – $35.1K
Strike Price or Range of Strike Prices – $77.50
Expectations – Investors are positioning for downside movement in Johnson Controls’ stock.
Market View – Bearish sentiment points to concerns about JCI’s near-term performance, likely driven by macroeconomic factors.


Acuity Brands (AYI)
Sentiment – Bearish
Options Activity – A put option sweep expiring on October 18, 2024, with 139 contracts traded at a $270.00 strike. This trade was split into 30 different transactions.
Total Values – $179.3K
Strike Price or Range of Strike Prices – $270.00
Expectations – Investors are expecting a decline in AYI’s stock, with bearish sentiment prevailing.
Market View – Negative outlook for AYI, likely tied to industry-specific challenges or broader economic conditions.


CSX Corporation (CSX)
Sentiment – Bullish
Options Activity – A put option sweep expiring on September 19, 2025, with 106 contracts traded at a $35.00 strike. This trade was split into 8 different transactions.
Total Values – $29.6K
Strike Price or Range of Strike Prices – $35.00
Expectations – Despite the put option, sentiment remains bullish, indicating a strategic positioning for future gains.
Market View – Market participants are bullish on CSX, likely driven by optimism in the transportation and infrastructure sectors.


Blackstone (BX)
Sentiment – Mixed
Options Activity – 11 significant trades, including 5 puts valued at $190.5K and 6 calls valued at $355.9K. Investors seem divided, with a majority leaning bullish but a notable portion also hedging with bearish positions.
Total Values – $190.5K in puts and $355.9K in calls
Strike Price or Range of Strike Prices – $95.00 to $165.00
Expectations – Investors are targeting a wide price range, with the general sentiment pointing to a potential upside for Blackstone, although the mixed activity suggests some cautious positioning.
Market View – The overall sentiment on Blackstone leans bullish, with significant institutional attention suggesting confidence in its future performance, especially as the company continues to expand its reach in alternative asset management.


T-Mobile US (TMUS)
Sentiment – Bearish
Options Activity – 17 significant trades, including 1 put and 16 calls. The most notable trade was a put option with a total trade value of $182K, alongside multiple call trades, some of which also had bearish sentiment. Expirations range from December 2024 to June 2025.
Total Values – $182K in puts and $781.3K in calls
Strike Price or Range of Strike Prices – $160.00 to $210.00
Expectations – Despite mixed call and put trades, overall sentiment leans bearish, indicating concerns about T-Mobile’s future performance.
Market View – Traders expect some volatility in the near future, with notable bearish sentiment hinting that market participants are anticipating potential challenges ahead for T-Mobile’s stock.


Analog Devices (ADI)
Sentiment – Mostly Bullish
Options Activity – 8 significant trades, with 6 puts valued at $376.0K and 2 calls valued at $106.1K. The majority of trades, though puts, exhibit bullish sentiment, indicating an expectation of a potential rise in stock price.
Total Values – $376.0K in puts and $106.1K in calls
Strike Price or Range of Strike Prices – $220.00 to $242.50
Expectations – Investors appear to be focusing on a price range of $220 to $242.5 for Analog Devices, with more activity in bullish puts suggesting confidence in upward momentum.
Market View – The mixed yet bullish tilt in options activity points to a potential rally in Analog Devices’ stock, with investors showing strong interest in price levels around the $230 mark.


United Airlines (UAL)
Sentiment – Neutral
Options Activity – A call option sweep expiring today, with 40 contracts traded at a $52.00 strike. This trade was split into 5 different transactions.
Total Values – $27.2K
Strike Price or Range of Strike Prices – $52.00
Expectations – Investors remain cautious with neutral positioning, indicating no strong conviction on immediate price movements.
Market View – Neutral sentiment reflects uncertainty around UAL’s stock performance, possibly driven by industry volatility or external factors.

To wrap up today’s options report, we observed several notable option trades throughout the day that, while significant, may not necessarily reflect how positions closed by the end of trading. Vital Farms (VITL), where the Put/Call ratio was 171/1174, indicating significant bullish sentiment. Occidental Petroleum (OXY) saw bull sweepers detected, further emphasizing positive momentum in the name, while Golar LNG (GLNG) displayed repeat bullish positioning, signaling continued investor confidence. In FedEx (FDX), bulls appear to be playing a bounce, reflecting optimism for a near-term recovery. Meanwhile, AST SpaceMobile (ASTS) had a Put/Call ratio of 36k/78k, hinting at a mixed sentiment but leaning bullish. Dell Technologies (DELL) resumed coverage with a Buy rating at Deutsche Bank, setting a $144 price target, suggesting strong confidence in the stock’s future potential. Lastly, nVent Electric (NVT) saw an opening put seller, a sign of bullish positioning as traders anticipate upside in the name.


Insider Transactions

Each day, insider transactions provide insights into the movements of key executives and shareholders within various companies. These transactions can signal confidence in future performance or a need to liquidate holdings. Today’s report identified the most significant insider purchases and sales, highlighting influential figures and companies that made notable moves.  Let’s take a look at some of today’s standout transactions.

US Insider Purchases

BioAge Labs, Inc. (BIOA)
Buyer: James Healy (Non-Executive Director)
Shares Purchased: 588,888 (+35.9%)
Price: USD 18.00
Total Value: USD 10,599,984

BioAge Labs, Inc. (BIOA)
Buyer: Patrick G. Enright (Non-Executive Director)
Shares Purchased: 400,000 (+30.5%)
Price: USD 18.00
Total Value: USD 7,200,000

BioAge Labs, Inc. (BIOA)
Buyer: Vijay Satyanand Pande (Non-Executive Director)
Shares Purchased: 900,000 (+inf%)
Price: USD 18.00
Total Value: USD 16,200,000

Ambac Financial Group Inc (AMBC)
Buyer: Kristi Ann Matus (Non-Executive Director)
Shares Purchased: 6,300 (+233.3%)
Price: USD 11.16
Total Value: USD 70,308

Talos Energy Inc (TALO)
Buyer: Control Empresarial de Capitales S.A. de C.V. (Large Shareholder)
Shares Purchased: 336,700 (+0.8%)
Price: USD 10.19
Total Value: USD 3,430,502

US Insider Sales

Bank of America Corp (BAC)
Seller: Berkshire Hathaway Inc (Large Shareholder)
Shares Sold: 3,915,126 (-0.5%)
Price: USD 39.52
Total Value: USD 154,735,959

Bank of America Corp (BAC)
Seller: Berkshire Hathaway Inc (Large Shareholder)
Shares Sold: 5,457,825 (-0.7%)
Price: USD 39.46
Total Value: USD 215,388,152

Toll Brothers Inc (TOL)
Seller: Douglas C. Yearley Jr. (Chief Executive Officer, Executive Director)
Shares Sold: 25,000 (-9.2%)
Price: USD 155.01
Total Value: USD 3,875,333

Western Digital Corp (WDC)
Seller: David Goeckeler (Chief Executive Officer, Executive Director)
Shares Sold: 75,000 (-7.7%)
Price: USD 70.32
Total Value: USD 5,274,000

Seagate Technology PLC (STX)
Seller: William D. Mosley (Chief Executive Officer, Executive Director)
Shares Sold: 141,785 (-17.5%)
Price: USD 110.18
Total Value: USD 15,621,233

 


CDN Insider Purchases

Thunder Gold Corp (TGOL)
Buyer: Elliot Strashin (Executive Director, Large Shareholder)
Shares Purchased: 200,000 (+1.0%)
Price: CAD 0.05
Total Value: CAD 9,000

Premier American Uranium Inc.
Buyer: Timothy James Rotolo (Executive Director, Large Shareholder)
Shares Purchased: 75,000 (+19.1%)
Price: CAD 2.08
Total Value: CAD 156,023

Real Matters Inc (REAL)
Buyer: Kay Brekken (Non-Executive Director)
Shares Purchased: 5,600
Price: CAD 8.97
Total Value: CAD 50,240

Harvest Gold Corp (HVG)
Buyer: Richard Joseph Mark (Executive Director)
Shares Purchased: 272,500 (+181.7%)
Price: CAD 0.04
Total Value: CAD 10,900

Ensign Energy Services Inc (ESI)
Buyer: Fairfax Financial Holdings Limited (Large Shareholder)
Shares Purchased: 425,200 (+2.6%)
Price: CAD 2.55
Total Value: CAD 1,085,110

CDN Insider Sales

Hammond Power Solutions Inc (HPS.A)
Seller: Bill Hammond (Director or Senior Officer of 10% Security Holder)
Shares Sold: 500,000
Price: CAD 131.00
Total Value: CAD 65,500,000

Kits Eyecare Ltd (KITS)
Seller: Roger Hardy (Executive Director, Large Shareholder)
Shares Sold: 700,000 (-37.4%)
Price: CAD 10.15
Total Value: CAD 7,105,000

Royal Bank of Canada (RY)
Seller: Douglas Antony Guzman (Senior Officer)
Shares Sold: 17,000 (-99.9%)
Price: CAD 167.95
Total Value: CAD 2,855,150

Canadian Imperial Bank of Commerce (CM)
Seller: Harry Kenneth Culham (Executive Director)
Shares Sold: 25,000 (-88.2%)
Price: CAD 84.30
Total Value: CAD 2,107,500

Barrick Gold Corp (ABX)
Seller: Christopher Lewis Coleman (Non-Executive Director)
Shares Sold: 121,334
Price: CAD 28.10
Total Value: CAD 3,409,485


Institutional Spotlight: Dan Loeb

Dan Loeb, founder and CEO of Third Point LLC, is a prominent activist investor known for his aggressive approach to shaking up management and driving shareholder value. Loeb’s sharp insights and willingness to engage in high-profile activist campaigns have made him a force to be reckoned with in corporate boardrooms. Over the years, Loeb has developed a reputation for identifying undervalued companies and pushing for strategic changes to unlock shareholder value. His investment philosophy is characterized by a blend of deep research, value investing, and opportunistic activism. Loeb’s ability to navigate through volatile markets while delivering consistent returns has solidified his position as one of Wall Street’s most influential investors.

Top Increases This Quarter

  • Apple Inc. (AAPL): Holding 1.95 million shares valued at $410.71 million, the portfolio allocation increased by 4.7006%.
  • Amphenol Corporation (APH): Holding 2.80 million shares valued at $188.64 million, the portfolio allocation increased by 2.1589%.
  • Taiwan Semiconductor Manufacturing Company Limited (TSM): Holding 2.02 million shares valued at $351.97 million, the portfolio allocation increased by 4.0283%.
  • KB Home (KBH): Holding 2.10 million shares valued at $147.38 million, the portfolio allocation increased by 1.6867%.
  • Roper Technologies, Inc. (ROP): Holding 0.24 million shares valued at $135.10 million, the portfolio allocation increased by 1.5462%.
  • Live Nation Entertainment, Inc. (LYV): Holding 1.36 million shares valued at $127.96 million, the portfolio allocation increased by 1.4645%.
  • Uber Technologies, Inc. (UBER): Holding 2.10 million shares valued at $296.49 million, the portfolio allocation increased by 1.7468%.
  • Hess Corporation (HES): Holding 0.62 million shares valued at $92.20 million, the portfolio allocation increased by 1.0552%.
  • ASML Holding N.V. (ASML): Holding 0.08 million shares valued at $81.82 million, the portfolio allocation increased by 0.9364%.
  • MSCI Inc. (MSCI): Holding 0.15 million shares valued at $72.26 million, the portfolio allocation increased by 0.8270%.
  • Cinemark Holdings, Inc. (CNK): Holding 7.00 million shares valued at $68.44 million, the portfolio allocation increased by 1.7321%.
  • CRH plc (CRH): Holding 0.65 million shares valued at $48.74 million, the portfolio allocation increased by 0.5578%.
  • Vistra Corp. (VST): Holding 4.47 million shares valued at $23.45 million, the portfolio allocation increased by 4.3987%.
  • Micron Technology, Inc. (MU): Holding 0.28 million shares valued at $36.14 million, the portfolio allocation increased by 0.4136%.
  • Telephone and Data Systems, Inc. (TDS): Holding 2.27 million shares valued at $37.23 million, the portfolio allocation increased by 0.5376%.
  • United States Cellular Corporation (USM): Holding 0.55 million shares valued at $52.93 million, the portfolio allocation increased by 0.3484%.
  • Dynatrace, Inc. (DT): Holding 0.15 million shares valued at $6.71 million, the portfolio allocation increased by 0.0768%.

Institutional Momentum Watchlists

Welcome to the Institutional Momentum Watchlist, an exclusive feature for our members. This list highlights stocks that have recently caught the attention of institutional investors, either through new purchases or significant additions. These stocks are selected based on promising technical setups that suggest potential momentum. Our systematic approach filters for opportunities where institutional sponsorship aligns with favorable technical conditions, offering a unique edge in your trading strategy. Keep an eye on this watchlist as we update it each weekend with the latest insights from the market.

Click on the CandleGlance chart to view it in full size. Find a chart that matches your criteria or interests. You can easily save it to your watchlist on StockCharts.com for further analysis and tracking or copy and paste the ticker list into your chart provider.

US Institutional Momentum Watchlist

ACST, AES, AGNC, AGX, AHCO, AORT, AR, AVAV, AXP, BABA, BBAR, BCO, BEKE, BIDU, BILI, BLDR, BMTX, BMY, BNTC, BZ, BZUN, CARG, CHCI, CHWY, CLMT, COMP, CRS, CZR, DCTH, DT, DX, EDR, EE, ESTA, FAX, FN, FTK, FUTU, FXI, GCI, GDS, GERN, GLBE, GLNG, GOOGL, GPI, GTES, HEAR, HOOD, HWKN, IHD, ITRI, JCI, JD, JPI, JXN, KEX, KGS, KR, KWEB, LE, LMAT, LMT, LOAN, LSB, LSPD, LVS, MAR, MGEE, MGNI, MP, MTCH, NCMI, OBT, ODD, PDD, PHG, PHM, PPC, PRIM, QFIN, QTWO, RDW, RKLB, RM, RZLT, SNY, T, TDS, TG, TMDX, TOST, TPX, TRDA, TRMB, TRN, TRVI, TSLA, UAA, UNIT, USLM, VNET, WGS, WULF, WVE, WWW, WYNN, XLU, ZIM

 

Canadian Institutional Momentum Watchlist

ACB.TO, ACO/X.TO, AD/UN.TO, ADEN.TO, AFN.TO, AGF/B.TO, AIM.TO, AP/UN.TO, AQN.TO, ARE.TO, ATRL.TO, BAM.TO, BBD/B.TO, BCE.TO, BDI.TO, BDT.TO, BEPC.TO, BN.TO, CAE.TO, CAS.TO, CCA.TO, CCO.TO, CF.TO, CHP/UN.TO, CIX.TO, CP.TO, CTC/A.TO, DBM.TO, DNTL.TO, DOO.TO, DXT.TO, ECN.TO, EFX.TO, EMA.TO, ENB.TO, EXE.TO, FFH.TO, FN.TO, FRU.TO, FSZ.TO, FTS.TO, GEI.TO, GLXY.TO, GOOS.TO, H.TO, HRX.TO, IFC.TO, IFP.TO, III.TO, KPT.TO, LB.TO, LSPD.TO, LUC.TO, MFC.TO, MG.TO, MTY.TO, NEO.TO, NOU.V, NPI.TO, NVEI.TO, NWH/UN.TO, PBH.TO, PIF.TO, PNE.TO, PPL.TO, PRMW.TO, QBR/B.TO, RCI/B.TO, REI/UN.TO, RY.TO, T.TO, TD.TO, TOT.TO, TOU.TO, WFG.TO, WPK.TO, WRN.TO

To conclude our report, we thank you for your engagement and insights. Your feedback is valuable, and we encourage you to share your recommendations. Stay attentive to the Daily Setups, the Workspace, and the Watchlists for emerging opportunities. Additionally, explore the PDFs of the scanner results provided in the Daily Setups report. Until next time, happy trading!

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