Double-Down Report
Positions where an institution increased its share count by 50%+ quarter over quarter, from a prior position worth at least $1M — ranked by conviction
5,000 positions
| Institution | Stock | Prior Shares | Current Shares | Change |
|---|---|---|---|---|
| NewEdge Advisors, LLC 1633516 | SYY Sysco Corp | 50,572 | 544,352 | +976.4% +493,780 |
| AustralianSuper Pty Ltd 1694164 | CAH Cardinal Health Inc | 31,245 | 336,318 | +976.4% +305,073 |
| AMERICAN CENTURY COMPANIES INC 748054 | IPAR Interparfums Inc | 51,401 | 553,209 | +976.3% +501,808 |
| HRT FINANCIAL LP 1475597 | VEEV Veeva Systems Inc | 27,435 | 295,243 | +976.2% +267,808 |
| JPMORGAN CHASE & CO 19617 | TS Tenaris SA | 35,187 | 378,615 | +976.0% +343,428 |
| Nuveen, LLC 1871926 | JANX Janux Therapeutics, Inc. | 97,120 | 1,044,772 | +975.8% +947,652 |
| F/m Investments LLC 1834499 | AIT Applied Industrial Technologies Inc | 3,146 | 33,840 | +975.7% +30,694 |
| HRT FINANCIAL LP 1475597 | EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 110,377 | 1,185,522 | +974.1% +1,075,145 |
| Verition Fund Management LLC 1454027 | ASML Asml Holding NV | 2,641 | 28,355 | +973.6% +25,714 |
| Squarepoint Ops LLC 1642575 | IONS Ionis Pharmaceuticals Inc | 109,379 | 1,174,262 | +973.6% +1,064,883 |
| Virtus Wealth Solutions LLC 2045870 | MSFT Microsoft Corp | 6,661 | 71,499 | +973.4% +64,838 |
| MORGAN STANLEY 895421 | WES Western Midstream Partners, LP | 21,230,903 | 227,886,739 | +973.4% +206,655,836 |
| Walleye Capital LLC 1758720 | AG First Majestic Silver Corp | 177,531 | 1,905,198 | +973.2% +1,727,667 |
| VICTORY CAPITAL MANAGEMENT INC 1040188 | EPAM EPAM Systems, Inc. | 78,311 | 840,371 | +973.1% +762,060 |
| BARCLAYS PLC 312069 | BEPC Brookfield Renewable Corp | 113,160 | 1,213,025 | +972.0% +1,099,865 |
| Applied Finance Capital Management, LLC 1966007 | DELL Dell Technologies Inc. | 6,487 | 69,536 | +971.9% +63,049 |
| Qube Research & Technologies Ltd 1729829 | CVE Cenovus Energy Inc. | 118,183 | 1,265,849 | +971.1% +1,147,666 |
| STATE STREET CORP 93751 | XLV State Street(R) Health Care Select Sector SPDR(R) ETF | 105,561 | 1,130,084 | +970.6% +1,024,523 |
| Advisors Asset Management, Inc. 1297376 | GWW W.W. Grainger, Inc. | 5,463 | 58,476 | +970.4% +53,013 |
| Qube Research & Technologies Ltd 1729829 | VAL Valaris Ltd | 21,787 | 233,153 | +970.1% +211,366 |
| DNCA FINANCE 1752759 | NEM NEWMONT Corp | 11,389 | 121,790 | +969.4% +110,401 |
| VOYA INVESTMENT MANAGEMENT LLC 1068837 | FORM Formfactor Inc | 25,154 | 268,796 | +968.6% +243,642 |
| Tribune Investment Group LP 2000730 | CRS Carpenter Technology Corp | 3,580 | 38,220 | +967.6% +34,640 |
| Thrivent Financial for Lutherans 314984 | CANC Tema Etfs LLC | 186,062 | 1,985,574 | +967.2% +1,799,512 |
| MORGAN STANLEY 895421 | EROC ERock, Inc. | 77,931 | 831,570 | +967.1% +753,639 |
| MUFG Securities EMEA plc 1597694 | DELL Dell Technologies Inc. | 11,323 | 120,737 | +966.3% +109,414 |
| HB Wealth Management, LLC 1911253 | FNDA Schwab Strategic Trust | 29,595 | 315,354 | +965.6% +285,759 |
| Mediolanum International Funds Ltd 2022028 | EQT EQT Corp | 56,984 | 607,100 | +965.4% +550,116 |
| Allworth Financial LP 1555170 | IWO iShares Russell 2000 Growth ETF | 3,816 | 40,645 | +965.1% +36,829 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC 2094379 | EQIX Equinix Inc | 7,000 | 74,549 | +965.0% +67,549 |
| Perpetual Ltd 1647273 | ANET Arista Networks, Inc. | 14,390 | 153,149 | +964.3% +138,759 |
| MUFG Securities EMEA plc 1597694 | FLEX Flex Ltd. | 14,391 | 153,108 | +963.9% +138,717 |
| Walleye Capital LLC 1758720 | SW Smurfit Westrock plc | 25,382 | 269,948 | +963.5% +244,566 |
| Lido Advisors, LLC 1650150 | DON WisdomTree U.S. Midcap Dividend Fund | 20,634 | 219,440 | +963.5% +198,806 |
| AMERICAN CENTURY COMPANIES INC 748054 | WLFC Willis Lease Finance Corp | 19,410 | 206,398 | +963.4% +186,988 |
| PRUDENTIAL PLC 898419 | F Ford Motor Co | 86,072 | 915,091 | +963.2% +829,019 |
| Jefferies Financial Group Inc. 96223 | MAGS Roundhill Magnificent Seven ETF | 15,990 | 170,000 | +963.2% +154,010 |
| Empowered Funds, LLC 1592828 | BKV BKV Corp | 49,753 | 528,804 | +962.9% +479,051 |
| BNP PARIBAS ARBITRAGE, SA 1166588 | VSAT Viasat Inc | 28,944 | 307,351 | +961.9% +278,407 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 | O Realty Income Corp | 58,299 | 619,053 | +961.9% +560,754 |
| Sumitomo Mitsui Trust Group, Inc. 1475365 | NVT nVent Electric plc | 31,575 | 335,231 | +961.7% +303,656 |
| Quadrature Capital Ltd 1651424 | NEU Newmarket Corp | 2,849 | 30,243 | +961.5% +27,394 |
| Jefferies Financial Group Inc. 96223 | SMTC Semtech Corp | 8,601 | 91,288 | +961.4% +82,687 |
| B. Riley Wealth Advisors, Inc. 1464811 | FVAL Fidelity Value Factor ETF | 24,937 | 264,270 | +959.8% +239,333 |
| KBC Group NV 1411133 | EG Everest Group, Ltd. | 5,206 | 55,154 | +959.4% +49,948 |
| UBS Group AG 1610520 | INIO Innio N.V. | 148,693 | 1,574,904 | +959.2% +1,426,211 |
| EVERMAY WEALTH MANAGEMENT LLC 1066816 | VGSH VANGUARD SHORT-TERM TREASURY INDEX FUND | 42,491 | 450,014 | +959.1% +407,523 |
| DNB Asset Management AS 1456670 | MLM Martin Marietta Materials Inc | 14,135 | 149,608 | +958.4% +135,473 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1423442 | VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | 30,538 | 323,120 | +958.1% +292,582 |
| JANE STREET GROUP, LLC 1595888 | AEP American Electric Power Co Inc | 720,305 | 7,620,649 | +958.0% +6,900,344 |
| MARSHALL WACE, LLP 1318757 | RHP Ryman Hospitality Properties, Inc. | 23,586 | 249,321 | +957.1% +225,735 |
| FMR LLC 315066 | SBCF Seacoast Banking Corp Of Florida | 203,849 | 2,153,210 | +956.3% +1,949,361 |
| TODD ASSET MANAGEMENT LLC 1071483 | MSFT Microsoft Corp | 11,983 | 126,543 | +956.0% +114,560 |
| Assenagon Asset Management S.A. 1546007 | DOCN DigitalOcean Holdings, Inc. | 14,228 | 150,248 | +956.0% +136,020 |
| DRW Securities, LLC 1481986 | WFC Wells Fargo & Company | 64,734 | 683,232 | +955.4% +618,498 |
| BNP PARIBAS ARBITRAGE, SA 1166588 | TTC Toro Co | 12,407 | 130,878 | +954.9% +118,471 |
| Jefferies Financial Group Inc. 96223 | LNG Cheniere Energy, Inc. | 5,835 | 61,511 | +954.2% +55,676 |
| Walleye Capital LLC 1758720 | GDX VanEck Gold Miners ETF | 143,715 | 1,514,779 | +954.0% +1,371,064 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 315297 | UNM Unum Group | 15,311 | 161,311 | +953.6% +146,000 |
| VICTORY CAPITAL MANAGEMENT INC 1040188 | CMG Chipotle Mexican Grill Inc | 1,121,008 | 11,804,131 | +953.0% +10,683,123 |
| Qube Research & Technologies Ltd 1729829 | KALU Kaiser Aluminum Corp | 6,425 | 67,653 | +953.0% +61,228 |
| MORGAN STANLEY 895421 | CAMT Camtek Ltd | 62,503 | 657,904 | +952.6% +595,401 |
| GW&K Investment Management, LLC 1082917 | YETI YETI Holdings, Inc. | 54,305 | 571,513 | +952.4% +517,208 |
| 49 WEALTH MANAGEMENT, LLC 2022291 | IEFA iShares Core MSCI EAFE ETF | 201,170 | 2,115,902 | +951.8% +1,914,732 |
| MORGAN STANLEY 895421 | ENLT Enlight Renewable Energy Ltd. | 21,641 | 227,531 | +951.4% +205,890 |
| Walleye Capital LLC 1758720 | COHR Coherent Corp. | 30,942 | 325,268 | +951.2% +294,326 |
| DIMENSIONAL FUND ADVISORS LP 354204 | CHYM Chime Financial, Inc. | 105,239 | 1,105,557 | +950.5% +1,000,318 |
| BARCLAYS PLC 312069 | POOL Pool Corp | 17,649 | 185,366 | +950.3% +167,717 |
| Squarepoint Ops LLC 1642575 | MXL Maxlinear, Inc | 8,147 | 85,513 | +949.6% +77,366 |
| CAPITAL FUND MANAGEMENT S.A. 1323645 | HXL Hexcel Corp | 17,123 | 179,599 | +948.9% +162,476 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 315297 | RGA Reinsurance Group Of America Inc | 5,860 | 61,460 | +948.8% +55,600 |
| Assenagon Asset Management S.A. 1546007 | ECL Ecolab Inc. | 10,920 | 114,521 | +948.7% +103,601 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 315024 | GLDM World Gold Trust | 113,357 | 1,188,399 | +948.4% +1,075,042 |
| JPMORGAN CHASE & CO 19617 | VCRM Vanguard Municipal Bond Funds | 83,635 | 876,770 | +948.3% +793,135 |
| FIRST TRUST ADVISORS LP 1125816 | UCTT Ultra Clean Holdings, Inc. | 9,693 | 101,602 | +948.2% +91,909 |
| ING GROEP NV 1039765 | WDC Western Digital Corp | 34,024 | 356,566 | +948.0% +322,542 |
| Chicago Partners Investment Group LLC 1563525 | SPCX Space Exploration Technologies Corp | 10,280 | 107,631 | +947.0% +97,351 |
| Rehmann Capital Advisory Group 1633037 | JPIE JPMorgan Income ETF | 27,151 | 284,117 | +946.4% +256,966 |
| Assenagon Asset Management S.A. 1546007 | PPL PPL Corp | 49,361 | 516,493 | +946.4% +467,132 |
| Chicago Partners Investment Group LLC 1563525 | NVO Novo Nordisk A S | 23,131 | 241,898 | +945.8% +218,767 |
| 1832 Asset Management L.P. 944388 | SMTC Semtech Corp | 25,500 | 266,600 | +945.5% +241,100 |
| MARSHALL WACE, LLP 1318757 | LII Lennox International Inc | 5,800 | 60,613 | +945.1% +54,813 |
| JANE STREET GROUP, LLC 1595888 | KFY Korn Ferry | 18,500 | 193,315 | +944.9% +174,815 |
| TEACHER RETIREMENT SYSTEM OF TEXAS 796848 | MRP Millrose Properties, Inc. | 41,473 | 433,290 | +944.8% +391,817 |
| ELEVATION POINT WEALTH PARTNERS, LLC 1744349 | ACYN First Trust Exchange-Traded Fund | 181,793 | 1,898,399 | +944.3% +1,716,606 |
| Walleye Capital LLC 1758720 | POET Poet Technologies Inc. | 468,644 | 4,892,540 | +944.0% +4,423,896 |
| BW Gestao de Investimentos Ltda. 1568280 | CRWV CoreWeave, Inc. | 23,446 | 244,722 | +943.8% +221,276 |
| Bogart Wealth, LLC 1715740 | ETN Eaton Corp plc | 2,383 | 24,872 | +943.7% +22,489 |
| MARSHALL WACE, LLP 1318757 | XLV State Street(R) Health Care Select Sector SPDR(R) ETF | 57,180 | 596,500 | +943.2% +539,320 |
| Squarepoint Ops LLC 1642575 | FDS Factset Research Systems Inc | 4,433 | 46,242 | +943.1% +41,809 |
| JANE STREET GROUP, LLC 1595888 | PYLD | 211,097 | 2,200,408 | +942.4% +1,989,311 |
| Walleye Capital LLC 1758720 | GOOG Alphabet Inc. | 105,640 | 1,100,403 | +941.7% +994,763 |
| NEUBERGER BERMAN GROUP LLC 1465109 | IR Ingersoll Rand Inc. | 136,184 | 1,417,800 | +941.1% +1,281,616 |
| Global Wealth Management Investment Advisory, Inc. 1767855 | JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 21,238 | 221,031 | +940.7% +199,793 |
| Thrivent Financial for Lutherans 314984 | TCPB Thrivent ETF Trust | 156,940 | 1,632,619 | +940.3% +1,475,679 |
| Hestia Capital Management, LLC 1815344 | FLO Flowers Foods Inc | 363,000 | 3,775,000 | +939.9% +3,412,000 |
| Dodge & Cox 200217 | ATAT Atour Lifestyle Holdings Ltd | 45,652 | 474,752 | +939.9% +429,100 |
| FMR LLC 315066 | CNH CNH Industrial N.V. | 1,488,953 | 15,478,116 | +939.5% +13,989,163 |
| BARCLAYS PLC 312069 | MAIN Main Street Capital CORP | 44,062 | 457,600 | +938.5% +413,538 |
| Advisors Asset Management, Inc. 1297376 | IDA Idacorp Inc | 8,617 | 89,481 | +938.4% +80,864 |