Skip to main content

Heavy Institutional Accumulation

Overview​

The Heavy Institutional Accumulation profile highlights liquid stocks experiencing strong buying behavior from institutional investors. It surfaces names showing either a very high Accumulation/Distribution Score (≥ 3) or recent technical signs of institutional accumulation over the past 10 days — indicating potential for sustained upside follow-through.

This screen focuses exclusively on smart money accumulation and can be used to identify early-stage breakouts, reaccumulation setups, or momentum confirmations in fundamentally-backed stocks.

info

This profile updates in real time and filters for stocks with high-volume institutional accumulation — either over the last quarter or recent 10-day window — alongside strong liquidity and acceptable volatility.

Strategy Focus​

  • Identify stocks with confirmed institutional accumulation activity
  • Capture early phases of fund-driven momentum or breakout setups
  • Monitor signs of quiet accumulation ahead of earnings or technical breakouts
  • Isolate tickers with both volume and structural participation
  • Spot setup confirmation for discretionary or systematic long strategies
  • Use with group/context filters to surface leaders attracting smart money flows

Filters Applied​

  • Liquidity Rating > 70, ATRP 14D ≥ 0.5, Volatility (Month) ≥ 1: Ensures tradeable names with enough volatility for follow-through
  • Accum/Dist Score ≥ 3 OR Recent Institutional Action = Inst Buying: Requires strong or sustained accumulation behavior from institutions

Metrics Used​

AI Strategy and Setup Quality​

  • AI - Alpha Strategy: Confirms if the stock has a valid long-biased structure in real time
  • AI - Risk/Reward: Quantifies whether the expected upside outweighs downside based on technical zones
  • AI - Path to Target: Shows how many resistance zones remain — high accumulation setups typically have a clean path upward

Volume, Liquidity, and Activity​

  • Volume All Hours: Confirms participation across all sessions — critical for validating real accumulation
  • Relative Volume: Highlights current trading activity above historical averages — accumulation often accompanies volume surges
  • Dollar Volume Rank: Prioritizes stocks with high dollar turnover, ensuring institutions can build positions without major slippage

Price Action and Structural Signals​

  • Change Pre Market (%), Change From Close (%): Reflect recent price strength or accumulation breakouts
  • RSI Divergence 14 Days: Flags potential continuation setups or entry points aligned with volume-based accumulation
  • Universal Pattern Detection: Detects supporting technical patterns like cup-and-handle or flags often seen during accumulation
  • Tight Range: Highlights price consolidation — often preceding breakout behavior fueled by institutional demand

Sector and Theme Context​

  • Industry Rating 1 Day, Theme Rating 1 Day: Reveal real-time group strength — strong accumulation often occurs in leading sectors
  • Industry Rating 1 Year, Theme Rating 1 Year: Adds long-term conviction when accumulation occurs in structurally strong themes
  • Relative Strength 1 Day, Relative Strength 1 Year: Indicate whether the accumulation is in trend leaders or early rotations

Fundamentals and Timing​

  • Recent Institutional Action: Detects near-term accumulation using volume/price behaviors — helpful for catching fresh activity
  • Accumulation/Distribution Score: Measures multi-week institutional pressure — scores ≥ 3 reflect sustained buying over time
  • MarketAlpha Rating: Composite measure of technical and fundamental strength — high values often align with accumulation
  • EPS Rating, Sales Rating, Profit Rating: Support screening for high-quality setups where funds are buying with conviction
  • 52 Week High (%): Helps track proximity to breakouts — accumulation is often strongest just before new highs
  • Next Earnings In Days: Useful for managing positioning around event risk — especially if buying occurs ahead of earnings

Default Sorting Logic​

The profile is sorted by Dollar Volume Rank (ascending) to highlight the most active and high-liquidity names being accumulated.

Practical Use Cases​

  • Monitor tickers with confirmed institutional accumulation activity
  • Validate long setups by adding a volume-backed confidence layer
  • Identify breakout candidates with quiet accumulation already underway
  • Spot setups supported by structural strength and smart money inflows
  • Build long watchlists focused on fund participation and trend readiness
  • Combine with pattern and risk/reward metrics to find conviction trades