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Do you value the buying and selling trends of smart money institutional investors? We ran a screen keeping this idea in mind.

We began by screening the industrial goods sector for stocks that have outperformed the market over the last quarter, with quarterly performance above 20%.

We then screened for those with bearish sentiment from institutional investors, with significant net institutional sales over the last quarter representing at least 5% of share float. This indicates that institutional investors such as hedge fund managers and mutual fund managers expect these names to underperform in the future.

For an interactive version of this chart, click on the image below. Analyst ratings sourced from Zacks Investment Research.

Tool provided by Kapitall (www.kapitall.com).

Do you think these stocks are in hot water? Use this list as a starting point for your own analysis.

List sorted by net institutional sales as a percent of share float.

1. Fushi Copperweld, Inc. (NASDAQ:FSIN): Develops, designs, manufactures, markets, and distributes bimetallic wire products, principally copper-clad aluminum (CCA) and copper-clad steel (CCS). Market cap at $346.77M, most recent closing price at $9.04. Performance over the last quarter at 33.24%. Net institutional sales in the current quarter at -3.8M shares, which represents about 18.33% of the company's float of 20.73M shares.

2. KB Home (NYSE:KBH): Operates as a homebuilding and financial services company in the United States. Market cap at $805.9M, most recent closing price at $10.45. Performance over the last quarter at 42.06%. Net institutional sales in the current quarter at -7.9M shares, which represents about 12.03% of the company's float of 65.67M shares.

3. USG Corporation (NYSE:USG): Engages in the manufacture and distribution of building materials worldwide. Market cap at $2.01B, most recent closing price at $18.77. Performance over the last quarter at 30.88%. Net institutional sales in the current quarter at -6.9M shares, which represents about 9.29% of the company's float of 74.28M shares.

4. MYR Group, Inc. (NASDAQ:MYRG): Provides utility and electrical construction services in the continental United States. Market cap at $413.47M, most recent closing price at $20.14. Performance over the last quarter at 23.69%. Net institutional sales in the current quarter at -1.8M shares, which represents about 8.96% of the company's float of 20.08M shares.

5. Ducommun Inc. (NYSE:DCO): Designs, engineers, and manufactures aerostructure, and electromechanical components and subassemblies. Market cap at $153.45M, most recent closing price at $14.49. Performance over the last quarter at 64.85%. Net institutional sales in the current quarter at -857.8K shares, which represents about 8.67% of the company's float of 9.89M shares.

6. PulteGroup, Inc. (NYSE:PHM): Engages in homebuilding and financial services businesses primarily in the United States. Market cap at $4.91B, most recent closing price at $12.79. Performance over the last quarter at 42.90%. Net institutional sales in the current quarter at -19.3M shares, which represents about 5.63% of the company's float of 343.07M shares.

*Institutional data sourced from Fidelity, all other data sourced from Finviz.

Source: 6 Outperforming Industrial Goods Stocks Being Sold Off By Hedge Funds