Industry ownership intelligence

Asset Management insider conviction

Executive and director activity assessed across 64 companies for breadth, transaction quality, clustering, freshness, and directional conviction.

Market dashboardFinancial Services sectorCompany signalsFiling ledgerData API
56/100

Balanced insider tape

88/100 confidence
Level
Industry
Evidence window
Latest 90 days
Named insiders
351
Latest evidence
23 Jul 2026

Capital positioning read

Balanced insider tape

Acquisition and disposal evidence is mixed after low-information compensation and derivative activity is separated out.

Wait for clearer clustering

Evidence in favour

  • 176 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 351 named insiders rather than one filing source.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Conviction56Balanced insider tape
Confidence88Deep evidence
Controlled events488directional common-share events
Company breadth64represented companies
Acquisition value$397.5Mnormalized amount
Disposal value$3.1Bnormalized amount

Flow regime

Twelve-week filing pressure

Shows the cadence and balance of the full filing tape.

11318 May
9125 May
7601 Jun
7808 Jun
6715 Jun
4722 Jun
13129 Jun
4206 Jul
3013 Jul
2020 Jul
027 Jul
003 Aug
AcquisitionsDisposalsScore 56 · Confidence 88

Relative positioning

Industry peer map

Current score with confidence.

Banks - DiversifiedConviction accumulation7273 confidence Insurance - Property & CasualtyAccumulation bias6285 confidence Banks - RegionalAccumulation bias6086 confidence Insurance BrokersAccumulation bias5986 confidence Asset ManagementBalanced insider tape5688 confidence Financial ConglomeratesBalanced insider tape5673 confidence Insurance - LifeBalanced insider tape5587 confidence Mortgage FinanceBalanced insider tape5464 confidence Shell CompaniesNo directional read508 confidence Credit ServicesBalanced insider tape4486 confidence Financial Data & Stock ExchangesDistribution bias4283 confidence Insurance - SpecialtyDistribution bias4281 confidence Insurance - ReinsuranceDistribution bias3965 confidence Capital MarketsDistribution bias3885 confidence Insurance - DiversifiedConcentrated distribution3260 confidence

Directional balance

Controlled event mix

36.1%acquisition
Acquisition events
176
Disposal events
312
Net value
-$2.7B

Evidence quality

What the filings represent

Common equity738
Equity compensation37
Options and derivatives13
Other securities27

Decision makers

Role participation

Director324
Other executive133
Large holder127
CEO and chair88
Finance leadership78
Other or unspecified65

Quality controls

Evidence usability

Normalized values
67%
Priced common share
64%
Named insiders
351
Controlled events
488

Auditable evidence

Latest Asset Management filings

Showing 541 to 570 of 815.

CGCarlyle Group Inc
PLOUFFE, JUSTINChief Financial Officer
AcquisitionCommon equity
Not reportedContext evidence
CGCarlyle Group Inc
REDETT, JOHN C.Co-President
AcquisitionCommon equity
Not reportedContext evidence
CGCarlyle Group Inc
SCHWARTZ, HARVEY MDirector, Chief Executive Officer
AcquisitionCommon equity
Not reportedContext evidence
DBRGDigitalbridge Group Inc
GANZI, MARC CDirector, CEO
AcquisitionCommon equity
Not reportedContext evidence
DBRGDigitalbridge Group Inc
GANZI, MARC CDirector, CEO
DisposalOther securities
Not reportedContext evidence
GEGGreat Elm Group Inc
REESE, JASON W.Director, See remarks, 10% Owner
DisposalCommon equity
Not reportedContext evidence
TSLXSixth Street Specialty Lending Inc
STANLEY, ROBERT J.Director, CEO
AcquisitionCommon equity
Not reportedContext evidence
BXBlackstone Group Inc
BCP, 8 HOLDINGS MOZART MANAGER L.L.C.10% Owner
DisposalCommon equity
$720.2MDirectional evidence
BXBlackstone Group Inc
BCP, 8 HOLDINGS MOZART MANAGER L.L.C.10% Owner
DisposalCommon equity
$360.2MDirectional evidence
BXBlackstone Group Inc
BCP, 8 HOLDINGS MOZART MANAGER L.L.C.10% Owner
DisposalCommon equity
$82.5MDirectional evidence
BXBlackstone Group Inc
BCP, 8 HOLDINGS MOZART MANAGER L.L.C.10% Owner
DisposalCommon equity
$54.4MDirectional evidence
ECATBlackRock ESG Capital Allocation Trust
SABA, CAPITAL MANAGEMENT, L.P.10% Owner
DisposalCommon equity
$1.6MDirectional evidence
WHGWestwood Holdings Group Inc
BYRNE, SUSAN MDirector Emerita
DisposalCommon equity
$33.2KDirectional evidence
VINPVinci Partners Investments Ltd
LOVISOTTO, FERNANDOHead of Global IP&S
DisposalCommon equity
$31.1KDirectional evidence
WHFWhiteHorse Finance
BOLDUC, JOHNDirector
AcquisitionCommon equity
$24.3KDirectional evidence
VINPVinci Partners Investments Ltd
RIBEIRO, SERGIO PASSOSChief Financial Officer
DisposalCommon equity
$11.2KDirectional evidence
GROWUS Global Investors Inc
GATOR, CAPITAL MANAGEMENT, LLC10% Owner
AcquisitionCommon equity
$3.6KDirectional evidence
GROWUS Global Investors Inc
PILECKI, DEREK STEVENControl Person
AcquisitionCommon equity
$3.6KDirectional evidence
APOApollo Global Management LLC Class A
KLEINMAN, SCOTTDirector, Co-President (See Remarks)
DisposalCommon equity
Not reportedContext evidence
APOApollo Global Management LLC Class A
ZITO, JOHN P.Co-President (see Remarks)
DisposalCommon equity
$2.6MDirectional evidence
APOApollo Global Management LLC Class A
ZITO, JOHN P.Co-President (see Remarks)
DisposalCommon equity
$2.3MDirectional evidence
ECATBlackRock ESG Capital Allocation Trust
SABA, CAPITAL MANAGEMENT, L.P.10% Owner
DisposalCommon equity
$1.6MDirectional evidence
APOApollo Global Management LLC Class A
ZITO, JOHN P.Co-President (see Remarks)
DisposalCommon equity
$1.5MDirectional evidence
HLNEHamilton Lane Inc
ROGERS, HARTLEY R.Director, Executive Co-Chairman, 10% Owner
AcquisitionCommon equity
$43.2KDirectional evidence
HLNEHamilton Lane Inc
ROGERS, HARTLEY R.Director, Executive Co-Chairman, 10% Owner
AcquisitionCommon equity
$43.2KDirectional evidence
VINPVinci Partners Investments Ltd
LOVISOTTO, FERNANDOHead of Global IP&S
DisposalCommon equity
$27.4KDirectional evidence
WHFWhiteHorse Finance
BOLDUC, JOHNDirector
AcquisitionCommon equity
$24.7KDirectional evidence
WHFWhiteHorse Finance
BOLDUC, JOHNDirector
AcquisitionCommon equity
$24.6KDirectional evidence
WHGWestwood Holdings Group Inc
BYRNE, SUSAN MDirector Emerita
DisposalCommon equity
$17.2KDirectional evidence
VINPVinci Partners Investments Ltd
RIBEIRO, SERGIO PASSOSChief Financial Officer
DisposalCommon equity
$9.8KDirectional evidence

Group-level method

Breadth before headline value

Company breadth

A sector or industry score must be supported across companies. One very large filing cannot manufacture broad conviction.

Economic duplicates

Matching company, date, side, security class, share count, and value records are consolidated for the directional calculation.

Evidence hierarchy

Priced common-share activity determines direction. Compensation and derivative records are mapped separately so ownership mechanics remain visible.

Positioning use

The score identifies where insider alignment merits research or where disposal concentration needs review. Price, trend, valuation, and portfolio risk still decide positioning.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.