Whalegun

Are Wall Street and insiders buying or selling?

Only the US stocks Koreans hold most.

Koreans bought it; is Wall Street selling?

2 stocks where Koreans and 13F holders moved opposite ways

The largest move is in Strategy MSTR · Koreans added 3.8% of their units over 09/22~09/29; 13F holders fell by 92 by the 06/30 holdings

Strategy fileBloom Energy file

Koreans bought it; is Wall Street selling?

2

2 stocks where Koreans and 13F holders moved opposite ways

  • Strategy MSTR

    Koreans added 3.8% of their units over 09/22~09/29; 13F holders fell by 92 by the 06/30 holdings

  • Bloom Energy BE

    Koreans cut 3.0% of their units over 09/22~09/29; 13F holders rose by 294 by the 06/30 holdings

Korean holdings ranking

Is Wall Street adding or cutting?

25

Among Korean-held stocks, 13F holders rose in 20 and fell in 5

  • Intel INTC

    3,554 13F filers hold it · +965 against the quarter before · shares held +4.9%

  • Micron Technology MU

    3,889 13F filers hold it · +877 against the quarter before · shares held +1.2%

  • Advanced Micro Devices AMD

    3,980 13F filers hold it · +787 against the quarter before · shares held +7.6%

Korean holdings ranking

What did Korean institutions change?

13

Korean institutions changed their holding in 13 Korean-held stocks last quarter

Funds

Are insiders selling?

−$368.9M

Insiders filed a net sale of $368.9M in 8 Korean-held stocks over 90 days

Insider trades

Is stock about to come to market?

$1.8B

$1.8B of planned sales filed in 20 Korean-held stocks over 30 days

  • Nvidia NVDA

    $1.1B of planned sales filed in 30 days · under 0.1% of the units outstanding

  • Broadcom AVGO

    $275.8M of planned sales filed in 30 days · under 0.1% of the units outstanding

  • Sandisk SNDK

    $128.3M of planned sales filed in 30 days · 0.1% of the units outstanding

Planned sales

Who bought more than 5%?

11

11 Korean-held stocks with a 5% report in 90 days

5% stakes