Pre-earnings institutional positioning — mixed buys and trims
Key Questions
Which major institutions increased their Amgen holdings in recent 13F filings?
Vanguard added 962k shares, Aberdeen +27k, Invesco Nasdaq100 +182k, Growth Fund +2M, Scotia ~61k, JB Capital +361%, and Cadence +385%.
Were there any notable trims in Amgen shares pre-earnings?
AMCAP trimmed 312k shares, amid mixed institutional positioning ahead of April 30 earnings.
What is driving institutional interest in Amgen before earnings?
Institutions are nibbling on Amgen's 2.89% dividend yield pre-April 30 earnings, highlighted by Barron's for its dividend appeal.
Did JB Capital LLC significantly boost its Amgen position?
Yes, JB Capital LLC increased its Amgen stake by over 360% or 361%, as per recent filings.
What moves did SteelPeak Wealth LLC make with Amgen?
SteelPeak Wealth LLC boosted its Amgen holdings by 28%, now holding over $37.88 million in shares.
Any small institutional buys in Amgen shares?
M&T Bank Corp bought 128 shares, Aprio Wealth Management added 1,329 shares, and Thurston Springer Miller Herd & Titak acquired 3,354 shares.
Did any ETFs reduce Amgen exposure?
Global X Conscious Companies ETF sold 7,892 shares of Amgen.
How does BXM Wealth LLC's position in Amgen compare?
BXM Wealth LLC increased its stock position in Amgen Inc., reflecting positive institutional flow.
Mar/Apr 13Fs: Vanguard +962k; Invesco Nasdaq100 +182k; Growth Fund +2M; Scotia ~61k; Vest Financial +5k; others. Trims (Strategic Blueprint -7k, AMCAP -312k). Heavy bearish put volume (PCR 2.49, IV spike); nibbling on 2.89% yield pre-Apr30; Barron's div appeal.