Top 18 Institutional Trades Over the Last 3 Months

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 |  Includes: AIG, AKS, AN, AZO, BHI, C, CF, F, MEE, MU, NDAQ, ODP, PPL, RL, SCG, SHLD, SWK, X
by: Kapitall

Two years into the aftermath of 2008's market crash, economic uncertainty persists, and many American investors remain afraid to invest in the stock market--in the first 7 months of this year, investors withdrew a whopping $33.12B from domestic stock market mutual funds, instead opting for "safe" investments like bonds.

Retail investors might be running for the hills, but our calculations show that institutional investors aren't spooked by current market conditions.

Based on the money flows of S&P 500 stocks, we found that institutional investors didn't add significantly to their stock positions, but they didn't sell either. Our numbers show an average increase in institutional ownership of 0.05% for all S&P 500 stocks over the last three months.

Maybe Wall Street is starting to see the public's nervousness as a buy signal?

Here is a summary of of the 18 biggest institutional trades over the last 3 months. All stocks are part of the S&P 500 index. Data sourced from Reuters.com.

(Note: This data may be slightly outdated since several 13-F holders have filed since we compiled this data on August 23)

Top 9 Institutional Buys Over The Last 3 Months

1. PPL Corporation (NYSE:PPL): Institutional investors boosted holdings by 42.81% over the last 3 months (as a group, they currently own 335,864,069 shares, vs. 235,188,728 three months ago)

2. CF Industries Holdings, Inc. (NYSE:CF): Institutional investors increased holdings by 29.42% over the last 3 months (as a group, they currently own 63,890,405 shares, vs. 49,368,431 three months ago)

3. Baker Hughes Incorporated (NYSE:BHI): Institutional investors boosted holdings by 23.36% over the last 3 months (as a group, they currently own 388,315,706 shares, vs. 314,790,587 three months ago)

4. American International Group, Inc. (NYSE:AIG): Institutional investors boosted holdings by 21.86% over the last 3 months (as a group, they currently own 74,373,009 shares, vs. 61,031,184 three months ago)

5. Polo Ralph Lauren Corporation (NYSE:RL): Institutional investors boosted holdings by 16.01% over the last 3 months (as a group, they currently own 67,726,688 shares, vs. 58,380,482 three months ago)

6. Micron Technology, Inc. (NASDAQ:MU): Institutional investors boosted holdings by 15.93% over the last 3 months (as a group, they currently own 923,329,197 shares, vs. 796,466,305 three months ago)

7. Citigroup Inc. (NYSE:C): Institutional investors boosted holdings by 12.92% over the last 3 months (as a group, they currently own 12,344,421,962 shares, vs. 10,931,932,378 three months ago)

8. SCANA Corporation (NYSE:SCG): Institutional investors boosted holdings by 11.91% over the last 3 months (as a group, they currently own 61,417,554 shares, vs. 54,882,169 three months ago)

9. Stanley Black & Decker, Inc. (NYSE:SWK): Institutional investors boosted holdings by 9.672% over the last 3 months (as a group, they currently own 133,695,921 shares, vs. 121,905,337 three months ago)



Top 9 Institutional Selling Over The Last 3 Months

1. AK Steel Holding Corporation (NYSE:AKS): Institutional investors cut holdings by -19.25% over the last 3 months (as a group, they currently own 68,797,799 shares, vs. 85,200,611 three months ago)

2. Massey Energy Company (NYSE:MEE): Institutional investors cut holdings by -14.48% over the last 3 months (as a group, they currently own 81,309,374 shares, vs. 95,075,063 three months ago)

3. The NASDAQ OMX Group, Inc. (NASDAQ:NDAQ): Institutional investors cut holdings by -13.67% over the last 3 months (as a group, they currently own 117,222,562 shares, vs. 135,786,107 three months ago)

4. United States Steel Corporation (NYSE:X): Institutional investors cut holdings by -12.70% over the last 3 months (as a group, they currently own 123,262,949 shares, vs. 141,192,690 three months ago)

5. Office Depot, Inc. (NASDAQ:ODP): Institutional investors cut holdings by -11.30% over the last 3 months (as a group, they currently own 232,151,550 shares, vs. 261,734,872 three months ago)

6. Ford Motor Company (NYSE:F): Institutional investors cut holdings by -11.20% over the last 3 months (as a group, they currently own 2,109,721,443 shares, vs. 2,375,914,688 three months ago)

7. Autonation, Inc. (NYSE:AN): Institutional investors cut holdings by -10.82% over the last 3 months (as a group, they currently own 231,441,653 shares, vs. 259,511,463 three months ago)

8. Sears Holdings Corporation (NASDAQ:SHLD): Institutional investors cut holdings by -10.45% over the last 3 months (as a group, they currently own 97,170,524 shares, vs. 108,508,894 three months ago)

9. AutoZone, Inc. (NYSE:AZO): Institutional investors cut holdings by -10.03% over the last 3 months (as a group, they currently own 53,046,823 shares, vs. 58,960,741 three months ago)



Disclosure: No positions