Industry ownership intelligence

Asset Management insider conviction

Executive and director activity assessed across 62 companies for breadth, transaction quality, clustering, freshness, and directional conviction.

Market dashboardFinancial Services sectorCompany signalsFiling ledgerData API
53/100

Balanced insider tape

94/100 confidence
Level
Industry
Evidence window
Latest 90 days
Named insiders
392
Latest evidence
6 Aug 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

  • 183 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 392 named insiders rather than one filing source.
  • The latest qualifying evidence is fresh, dated 06 Aug 2026.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Conviction53Balanced insider tape
Confidence94Deep evidence
Controlled events536directional common-share events
Company breadth62represented companies
Acquisition value$422.2Mnormalized amount
Disposal value$3.2Bnormalized amount

Flow regime

Twelve-week filing pressure

Shows the cadence and balance of the full filing tape.

9125 May
7601 Jun
7808 Jun
6715 Jun
4722 Jun
13129 Jun
4206 Jul
3013 Jul
2720 Jul
7527 Jul
7703 Aug
010 Aug
AcquisitionsDisposalsScore 53 · Confidence 94

Relative positioning

Industry peer map

Current score with confidence.

Banks - DiversifiedConviction accumulation6881 confidence Insurance - Property & CasualtyAccumulation bias6293 confidence Mortgage FinanceAccumulation bias6077 confidence Insurance BrokersAccumulation bias5991 confidence Banks - RegionalAccumulation bias5894 confidence Insurance - LifeBalanced insider tape5494 confidence Asset ManagementBalanced insider tape5394 confidence Financial ConglomeratesBalanced insider tape5180 confidence Shell CompaniesNo directional read508 confidence Credit ServicesBalanced insider tape4593 confidence Capital MarketsDistribution bias3692 confidence Financial Data & Stock ExchangesDistribution bias3591 confidence Insurance - SpecialtyDistribution bias3388 confidence Insurance - ReinsuranceDistribution bias3377 confidence Insurance - DiversifiedConcentrated distribution3172 confidence

Directional balance

Controlled event mix

34.1%acquisition
Acquisition events
183
Disposal events
353
Net value
-$2.8B

Evidence quality

What the filings represent

Common equity790
Equity compensation50
Options and derivatives28
Other securities54

Decision makers

Role participation

Director342
Other executive155
Large holder138
CEO and chair106
Finance leadership93
Other or unspecified88

Quality controls

Evidence usability

Normalized values
63%
Priced common share
61%
Named insiders
392
Controlled events
536

Auditable evidence

Latest Asset Management filings

Showing 751 to 780 of 922.

WHGWestwood Holdings Group Inc
BYRNE, SUSAN MDirector Emerita
DisposalCommon equity
$9.8KDirectional evidence
BXBlackstone Group Inc
BCP, 8 HOLDINGS MOZART MANAGER L.L.C.10% Owner
AcquisitionCommon equity
Not reportedContext evidence
BXBlackstone Group Inc
BCP, 8 HOLDINGS MOZART MANAGER L.L.C.10% Owner
DisposalOther securities
Not reportedContext evidence
BXBlackstone Group Inc
BCP, 8 HOLDINGS MOZART MANAGER L.L.C.10% Owner
DisposalCommon equity
Not reportedContext evidence
BXBlackstone Group Inc
BCP, 8 HOLDINGS MOZART MANAGER L.L.C.10% Owner
DisposalCommon equity
Not reportedContext evidence
BXBlackstone Group Inc
BCP, 8 HOLDINGS MOZART MANAGER L.L.C.10% Owner
AcquisitionCommon equity
Not reportedContext evidence
BXBlackstone Group Inc
BCP, 8 HOLDINGS MOZART MANAGER L.L.C.10% Owner
DisposalOther securities
Not reportedContext evidence
CNSCohen & Steers Inc
BROWN, BRANDONExecutive Vice President
AcquisitionCommon equity
Not reportedContext evidence
CNSCohen & Steers Inc
CHEIGH, JONPresident and CIO
AcquisitionCommon equity
Not reportedContext evidence
CNSCohen & Steers Inc
DERECHIN, ADAM MChief Operating Officer, EVP
AcquisitionCommon equity
Not reportedContext evidence
CNSCohen & Steers Inc
DONOHUE, MICHAEL T.Interim CFO, SVP
AcquisitionCommon equity
Not reportedContext evidence
CNSCohen & Steers Inc
DULIK, ELENAChief Accounting Officer, SVP
AcquisitionCommon equity
Not reportedContext evidence
CNSCohen & Steers Inc
HARVEY, JOSEPH MDirector, Chief Executive Officer
AcquisitionCommon equity
Not reportedContext evidence
CNSCohen & Steers Inc
NOONAN, DANIELExecutive Vice President
AcquisitionCommon equity
Not reportedContext evidence
CNSCohen & Steers Inc
POLI, FRANCIS CGC, Secretary, EVP
AcquisitionCommon equity
Not reportedContext evidence
ECATBlackRock ESG Capital Allocation Trust
SABA, CAPITAL MANAGEMENT, L.P.10% Owner
DisposalCommon equity
$814.5KDirectional evidence
PFGPrincipal Financial Group Inc
CHEONG, WEE YEEPresident - Asia & Middle East
DisposalCommon equity
$777.2KDirectional evidence
PSECProspect Capital Corporation
BARRY, JOHN FDirector, CHIEF EXECUTIVE OFFICER, 10% Owner
AcquisitionCommon equity
$227.7KDirectional evidence
PSECProspect Capital Corporation
BARRY, JOHN FDirector, CHIEF EXECUTIVE OFFICER, 10% Owner
AcquisitionCommon equity
$224.1KDirectional evidence
WHFWhiteHorse Finance
ARONSON, STUART DDirector, Chief Executive Officer
AcquisitionCommon equity
$133.4KDirectional evidence
STEWSRH Total Return Fund Inc.
HEMMER, JACOB EDirector
AcquisitionCommon equity
$87.7KDirectional evidence
GROWUS Global Investors Inc
GATOR, CAPITAL MANAGEMENT, LLC10% Owner
AcquisitionCommon equity
$60.9KDirectional evidence
GROWUS Global Investors Inc
PILECKI, DEREK STEVENControl Person
AcquisitionCommon equity
$60.9KDirectional evidence
CCAPCrescent Capital BDC Inc
CHUNG, HENRYDirector, President
AcquisitionCommon equity
$51.5KDirectional evidence
VINPVinci Partners Investments Ltd
LOVISOTTO, FERNANDOHead of Global IP&S
DisposalCommon equity
$35.2KDirectional evidence
WHFWhiteHorse Finance
THOMAS, JOYSONChief Financial Officer
AcquisitionCommon equity
$19.9KDirectional evidence
VINPVinci Partners Investments Ltd
RIBEIRO, SERGIO PASSOSChief Financial Officer
DisposalCommon equity
$12.7KDirectional evidence
WHGWestwood Holdings Group Inc
BYRNE, SUSAN MDirector Emerita
DisposalCommon equity
$4.8KDirectional evidence
STTState Street Corp
CHANDOHA, MARIE ADirector
AcquisitionCommon equity
Not reportedContext evidence
STTState Street Corp
DEMAIO, DONNADirector
AcquisitionCommon equity
Not reportedContext 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.

Evidence context