ASM AVINO SILVER & GOLD MINES LTD

MIXED Impact: 4/10 Institutional Cluster
Horizon weeks Processed 9d 18h ago
Institutional cluster: 2 buyers, 3 sellers (mixed)
Latest settled — T+5d
ASM ▲ +14.21% at T+5d
NEUTRAL call ✓ call won +14.21% · α vs SPY +13.78% · entry $5.98 → $6.83
Next anchor: T+20d in 19d
Entry anchored
Jun 11, 09:53 AM ET
via Databento tick
T+1d
+6.86%
call +6.86% · α +6.32%
$6.39
settled 9d ago
T+5d
+14.21%
call +14.21% · α +13.78%
$6.83
settled 3d ago
T+20d
call — · α —
in 19d
T+60d
call — · α —
in 3mo

Executive Summary

ASM saw a shifting institutional footprint in Q3 2025. Two active-quant and passive buyers (UBS, Two Sigma) added a net +$3.1M, while three institutional sellers (Morgan Stanley, RenTech, BofA) reduced by a combined ~$3.95M. The cluster is balanced in net dollar terms but tilted negative in conviction — one quant (RenTech) and one mega-passive (BofA) made near-exit moves. The mixed active-passive mix and symmetrical dollar flows keep overall conviction modest.

Key Financial Metrics

Direction
mixed
Buy Value
$5.0M
Sell Value
$5.2M
Net Flow
-$854.6K

Institutional Positions

Net institutional flow: -$854.6K

▲ Buyers (2)

InstitutionActionChangePosition ValueValue Δ
UBS DOUBLED +146.3% $3.0M $2.2M
Two Sigma ADD $2.0M $913.0K

▼ Sellers (3)

InstitutionActionChangePrev ValueValue Δ
RenTech NEAR_EXIT -75.6% $2.4M -$1.5M
BofA NEAR_EXIT -75.9% $3.2M -$2.0M
Morgan Stanley TRIM -41.2% $2.6M -$370.0K

Actionable Insight

The two near-exit sellers (RenTech and BofA) are the strongest signal in this cluster; the additions from UBS and Two Sigma are less conviction-heavy (systematic / passive). Monitor Q4 2025 13F to see whether these near-exits became full exits or re-built. For now, institutional flow is ambiguous — no strong directional catalyst evident in the filing cluster alone.

Key Facts

  • Net institutional buying: +$3.1M vs selling: -$3.95M — roughly balanced
  • Two Sigma (quant) added $913K; UBS (mega-passive) DOUBLED position (+$2.2M)
  • RenTech (quant) cut 75.6% of position — near-exit signal; BofA cut 75.9% — near-exit signal
  • Morgan Stanley trimmed 41.2% for -$370K — moderate reduction
  • No activist or family-office funds present; cluster is entirely quant and mega-passive

Financial Impact

~$4.1M of total institutional activity on a $933M market cap — ~0.44% of float turned over; net neutral after buyer vs seller crossing

float ownership concentrationinstitutional footprint direction

Risk Factors

  • RenTech and BofA near-exits may precede full exit, reducing institutional sponsorship
  • Net dollar flows are approximately 0.1% of market cap — too small for a directional signal alone
  • 13F disclosure lag (45 days) means positions may already be unwound or increased post-quarter-end

Market Snapshot

Exchange
NYSE
Sector
Metal Mining
Analyst Consensus
83% bullish (6 analysts)

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-ASM-2025-Q3
8 reports for ASM
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+5▲ +10.87%Apr 23, 2026
Filters
Rows
Reports for ASM — sortable, filterable
Type Now
Jun 11, 2026
9d ago
Institutional Cluster
MIXED ★ 4/10
$5.98 $6.83▲ +14.21%▲ +13.78%
Jun 8, 2026
12d ago
6-K
NEUTRAL ★ 3/10
$5.98 $6.83▲ +14.21%▲ +12.10%
Jun 1, 2026
19d ago
6-K
NEUTRAL ★ 3/10
$7.29 $5.84▼ −19.89%▼ −17.14%
May 27, 2026
24d ago
6-K
NEUTRAL ★ 2/10
$7.16 $6.80▼ −5.03%▼ −5.34%
May 13, 2026
5w ago
6-K
BULLISH ★ 7/10
$7.66 $6.65▼ −13.19%▼ −12.47%
Apr 23, 2026
8w ago
6-K
BEARISH ★ 5/10
$6.99 $6.23▲ +10.87%▲ +12.35%
Apr 16, 2026
9w ago
6-K
BULLISH ★ 7/10
$7.20 $6.99▼ −2.92%▼ −3.90%
Apr 6, 2026
10w ago
6-K
NEUTRAL ★ 4/10
$6.77 $6.91▲ +2.07%▼ −2.07%
Showing 8 of 8

US Market Status

Market Closed — Opens Mon (28h 44m)

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