BALI

Is US Lrg Cp Pre INC Act-usd

+$150.2M

Net Activity

Institutions Holding

142

Popularity Rank

#3683

Avg Weight

0.15%

Total Value

$635.6M

Ownership Trend

142 institutions currently hold BALI, with 115 net buyers and 36 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

36

Net Buying Institutions

115

Key Holders

Key Holders

Top 5 by Value

FL
FMR LLC
$70.6M
AF
Ameriprise Financial INC
$63.8M
EA
Envestnet Asset Management INC
$57.3M
LF
LPL Financial LLC
$56.5M
BO
Bank Of America CORP /de/
$37.4M

Top 5 by Conviction

SC
Southern Capital Services INC /adv
4.57%
GB
Granite Bay Wealth Management, LLC
2.02%
SW
Semus Wealth Partners LLC
1.48%
PF
Patriot Financial Group Insurance Agency, LLC
1.06%
NL
Next Level Private LLC
1.03%
View all 142 holding institutions

Quarterly Activity

Recent Activity

+$618.4M

Total Buy Value

$55.0M

Total Sell Value

New buy34
Trim19
Add81
Sold out17

115

Net Buyers

36

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding IS US LRG CP PRE INC ACT-USD (BALI)?
Major stakeholders currently include FMR LLC ($70.6M), Ameriprise Financial INC ($63.8M), Envestnet Asset Management INC ($57.3M). Based on the latest 13F filings, there are a total of 142 tracked investment funds and institutions maintaining positions in BALI.
What is the overall institutional sentiment toward BALI recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $150.2M, driven by 115 managers accumulating shares while 36 reduced their exposure.
Which institutions have been selling or reducing their BALI positions?
In the latest period, 19 funds trimmed their holdings, and 17 managers completely exited their positions. The aggregate reported sell value was $55.0M.
Are there any notable investors adding BALI to their portfolios?
Yes, buying activity remains notable. 34 institutions opened new positions in {ticker}, and 81 existing holders added to their shares. The total reported buy value for the quarter amounted to $618.4M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail