ASPI ASP Isotopes Inc.
Executive Summary
A cluster of four institutional investors increased their positions in ASP Isotopes during Q3 2024, led by Marshall Wace adding $1.1M to bring its stake to $2.8M. The net buying of $1.1M from active managers signals conviction in the company's isotope production thesis, though the absolute dollar amounts remain small relative to typical institutional clusters.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.1M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Marshall Wace | ADD | +83.6% | $2.8M | $1.1M |
| Alliancebernstein | ADD | +77% | $82.0K | $31.0K |
| Legal & General Group | ADD | +38.6% | $17.0K | $3.0K |
| T. Rowe Price | ADD | +47.4% | $53.00 | $53.00 |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Cwm | NEAR_EXIT | -81.6% | $1.00 | -$1.00 |
Actionable Insight
The cluster is small in absolute dollar terms but directionally unanimous among active managers. Monitor for follow-on 13F filings in Q4 to see if the buying accelerates or if these positions were already unwound. The 89% analyst bullish consensus suggests the thesis is gaining broader recognition.
Key Facts
- 4 institutional buyers added $1.1M net in Q3 2024, led by Marshall Wace increasing its stake by 83.6% to $2.8M
- 1 seller (Cwm) exited a negligible position of $1
- All buyers are active asset managers, not passive index funds, strengthening the signal
- Total institutional holdings in the cluster are only $2.9M, indicating early-stage accumulation
Financial Impact
4 institutions accumulated $1.1M in new positions while 1 seller reduced holdings by $1
Risk Factors
- 13F data has a 45-day reporting lag; positions may have been unwound since quarter-end
- Total cluster holdings of $2.9M are tiny, limiting the signal's market impact
- Historical performance on ASPI shows negative T+20 alpha (-4.01% avg), suggesting past cluster signals have not translated to near-term outperformance
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ASPI-2024-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
3d ago
|
Institutional Cluster
| $6.22 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 2, 2026
13d ago
|
144
| $8.33 $7.55 | ▼ −9.36% | ▼ −8.64% | — |
|
May 26, 2026
19d ago
|
8-K
| $6.93 $6.67 | ▼ −3.75% | ▼ −3.77% | — |
|
May 20, 2026
25d ago
|
8-K
| $5.17 $5.55 | ▲ +7.35% | ▲ +6.90% | — |
|
May 11, 2026
4w ago
|
8-K
| $6.22 $5.97 | ▼ −4.02% | ▼ −3.88% | — |
|
Apr 18, 2026
8w ago
|
144
| $5.47 $5.06 | ▼ −7.50% | ▼ −6.84% | — |
|
Apr 13, 2026
8w ago
|
8-K
| $5.06 $5.00 | ▼ −1.19% | ▼ −2.40% | — |
|
Apr 10, 2026
9w ago
|
8-K
| $4.48 $5.06 | ▲ +12.95% | ▲ +11.97% | — |
|
Mar 24, 2026
11w ago
|
Press Release
| $4.98 $5.04 | ▲ +1.20% | ▲ +0.64% | — |
|
Mar 6, 2026
14w ago
|
Press Release
| $5.55 $5.81 | ▲ +4.68% | ▲ +3.84% | — |
US Market Status
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