ATRO INST-CLUSTER SEC Filing Analysis

Latest settled — T+20d ⚠ clustered

ATRO ▼ -23.39% at T+20d

LONG call ✗ call lost -23.39% · α vs SPY -15.45% · entry $81.35 → $62.32

Next anchor: T+60d in 2d

Latest observation: T+56 -38.14% FF3 residual α

Entry anchored
Feb 27, 03:59 PM ET
via Databento tick

T+1d

-6.97%

call -6.97% · α -6.06%

$75.68

settled 3mo ago

T+5d

-8.62%

call -8.62% · α -7.41%

$74.34

settled 3mo ago

T+20d

-23.39%

call -23.39% · α -15.45%

$62.32

settled 8w ago

T+60d

—

call — · α —

—

in 2d

Executive Summary

Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased their positions in Astronics Corp (ATRO) during Q4 2024, collectively adding $4.8 million in net new holdings. The cluster shows no institutional selling, indicating one-sided accumulation by large financial institutions.

Key Financial Metrics

Direction

accumulating

Buy Value

$4.8M

Sell Value

$0.00

Net Flow

$4.8M

Institutional Positions

Net institutional flow: $4.8M

▲ Buyers (3)

Institution	Action	Change	Position Value	Value Δ
Morgan Stanley	DOUBLED	+122.7%	$5.9M	$2.6M
UBS	DOUBLED	+276.2%	$3.1M	$2.1M
Wells Fargo	ADD	+26.2%	$291.0K	$9.0K

Actionable Insight

The coordinated buying by three major passive managers suggests growing institutional interest, potentially driven by index inclusion or sector reallocation. Traders should monitor for follow-on volume and potential inclusion in broader aerospace/defense ETFs.

Key Facts

Morgan Stanley doubled its position, increasing value by $2.6M (from $3.2M to $5.9M).
UBS more than tripled its stake, adding $2.1M in value (from $1.0M to $3.1M).
Wells Fargo added $9K in value with a modest 26.2% share increase.
No institutional selling was reported in the quarter.

Financial Impact

3 institutions accumulated $4.8M in net new positions during Q4 2024

floatinstitutional ownershiptrading volume

Risk Factors

All buyers are passive institutions, indicating the move may reflect index rebalancing rather than active conviction.
Low trading volume on OTC exchange could limit liquidity despite institutional accumulation.

Market Snapshot

Exchange

OTC

Documents Analyzed

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

Document	Accession Number
INST-CLUSTER Data (Synthetic)	inst-cluster-ATRO-2024-Q4

2 reports for ATRO

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for ATRO — sortable, filterable
	Type				Now
Feb 28, 2026 12w ago	Institutional Cluster BULLISH ★ 6/10	$81.35 $62.32	▼ −23.39%	▼ −15.45%	—
Feb 24, 2026 12w ago	8-K BULLISH ★ 8/10	$78.84 $68.38	▼ −13.27%	▼ −8.03%	—

US Market Status

Market Closed — Opens Tue (35h 14m)

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