IDT IDT CORP
Executive Summary
Institutional cluster for IDT Corp shows mixed conviction: 5 buyers accumulated $3.2M in net new positions while 5 sellers reduced holdings by $1.5M. Active managers like Cerity Partners (doubled to $3.7M) and Point72 (doubled to $511K) led buying, while Tudor Investment and Guggenheim Capital trimmed larger positions. The net $1.7M inflow suggests modest accumulation, but the balanced directional split indicates no clear consensus.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.7M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Cerity Partners | DOUBLED | +121.7% | $3.7M | $2.1M |
| Point72 | DOUBLED | +272.1% | $511.0K | $382.0K |
| Legal & General Group | ADD | +71.9% | $1.0M | $468.0K |
| Group One Trading | DOUBLED | +617.9% | $309.0K | $269.0K |
| Nisa Investment Advisors | DOUBLED | +118.2% | $4.0K | $2.0K |
▼ Sellers (5)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Tudor Investment Corp Et Al | TRIM | -37.1% | $1.9M | -$621.3K |
| Guggenheim Capital | TRIM | -55.8% | $1.1M | -$591.9K |
| Ubs Am, A Distinct Business Un | TRIM | -29.7% | $1.1M | -$274.6K |
| Teacher Retirement System Of T | TRIM | -46.9% | $1.0K | -$529.00 |
| Cwm | TRIM | -26.4% | $65.00 | -$15.00 |
Actionable Insight
The mixed cluster offers no clear directional edge, but net accumulation by active funds (Cerity, Point72) suggests a value thesis. Given the 45-day filing lag, monitor next 13F for follow-through and upcoming earnings for catalyst. The buying by quant/active funds vs trimming by larger holders indicates debate—wait for confirmation before taking a position.
Key Facts
- 5 buyers (net +$3.2M) vs 5 sellers (net -$1.5M); net institutional inflow of ~$1.7M.
- Cerity Partners doubled its stake to $3.7M (largest buyer by value).
- Point72 (quant) doubled to $511K, suggesting data-driven conviction.
- Tudor Investment trimmed $621K (largest seller), Guggenheim trimmed $592K.
- All funds classified as asset managers; no passive/index funds dominate, indicating active-driven signal.
Financial Impact
Institutional buying of $3.2M vs selling of $1.5M; net positive $1.7M inflow, small relative to IDT's ~$600M market cap.
Risk Factors
- 13F data is stale (Q3 2024); positions may have been reversed since quarter-end.
- Small dollar amounts limit impact on stock price.
- Mixed selling by some large holders offsets buying conviction.
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-IDT-2024-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
1d ago
|
Institutional Cluster
| $54.95 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 11, 2026
1d ago
|
8-K
| $54.95 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 10, 2026
2d ago
|
Press Release
| $55.48 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 3, 2026
9d ago
|
8-K
| $55.57 $56.08 | ▲ +0.92% | ▲ +3.52% | — |
|
Jun 3, 2026
9d ago
|
Press Release
| $54.03 $55.57 | ▲ +2.85% | ▲ +2.45% | — |
|
May 29, 2026
14d ago
|
8-K
| $55.97 $55.41 | ▼ −1.00% | ▼ −1.15% | — |
|
May 27, 2026
16d ago
|
Press Release
| $54.05 $55.16 | ▲ +2.05% | ▲ +1.81% | — |
|
May 12, 2026
4w ago
|
Press Release
| $52.66 $51.96 | ▼ −1.33% | ▼ −1.91% | — |
|
May 8, 2026
5w ago
|
Press Release
| $53.53 $52.16 | ▼ −2.56% | ▼ −2.79% | — |
|
Apr 14, 2026
8w ago
|
Insider Cluster
| $51.16 $50.76 | ▼ −0.78% | ▼ −1.56% | — |
US Market Status
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