WOOF Petco Health & Wellness Company, Inc.
Executive Summary
Institutional cluster for Petco (WOOF) shows mixed but passive-driven activity: two mega-passive funds (Fidelity, Schwab) added $9.7M, while three other mega-passive funds (Morgan Stanley, Wells Fargo, BofA) trimmed $4.0M. All moves are from index/rebalance funds, so no active investment thesis is implied. This is routine portfolio churn with no directional signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $5.7M
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | ADD | +27.5% | $14.5M | $6.2M |
| Schwab | ADD | +29.1% | $8.2M | $3.5M |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | TRIM | -41.5% | $16.5M | -$3.3M |
| Wells Fargo | TRIM | -53.2% | $584.0K | -$210.5K |
| BofA | TRIM | -37.1% | $3.7M | -$520.6K |
Actionable Insight
The cluster lacks conviction from active managers; the buying is likely mechanical index rebalancing. Monitor next earnings or any activist filing for real directional moves. No immediate trade signal.
Key Facts
- 2 buyers (both mega-passive) added $9.7M in WOOF holdings.
- 3 sellers (all mega-passive) reduced by $4.0M.
- Net aggregate change: +$5.7M (buying dominated but entirely passive).
- No activist or active fund managers participated; all flows are likely index rebalancing or tax-loss harvesting.
Financial Impact
Net institutional buying of $5.7M (0.6% of $915M market cap) driven entirely by passive funds; no active manager signal.
Risk Factors
- Passive flows can reverse next quarter with no fundamental catalyst.
- Negative T+20 historical calibration (-2.04% net alpha) suggests high-score calls on this stock have underperformed.
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-WOOF-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
2d ago
|
Institutional Cluster
| $2.82 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 3, 2026
9d ago
|
8-K
| $2.87 $2.83 | ▼ −1.22% | ▲ +1.35% | — |
US Market Status
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