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2 clusters · 5 sources · 30 days · First seen · Last updated

Categories: BUSINESS

Institutional investors adjust AMD stakes

Entities: SanDisk Corporation · South Dakota Investment Council · Advanced Micro Devices, Inc. · Cetera Investment Advisers

Overview

In late June, analysts noted an upgrade to Advanced Micro Devices' earnings outlook that coincided with a reported decline in institutional ownership of the company. A month later, detailed filing data showed the South Dakota Investment Council cutting its AMD position by 12,615 shares—a drop of about 11 % that left it with roughly 99,500 shares valued near $20 million. At the same time, Cetera Investment Advisers more than doubled its investment in SanDisk, acquiring 10,486 additional shares to hold 20,381 shares worth about $13 million. The sequence reflects a broader pattern of institutional investors shifting their holdings in AMD and its memory‑chip affiliate SanDisk during the first quarter of 2026.

Timeline

  1. about 18 hours ago

    [BUSINESS] 5 sources
    Institutional Investors Adjust Stakes in AMD and SanDisk Shares

    South Dakota Investment Council sold AMD shares, while Cetera Investment Advisers bought SanDisk shares, altering their respective holdings.

  2. about 1 month ago

    [BUSINESS] 2 sources
    Advanced Micro Devices earnings outlook upgraded as institutional stake falls

    Erste Group lifted AMD's FY2027 EPS estimate to $11.89 and kept a Buy rating, while SMART Wealth trimmed its stake by 87.9%, leaving 1,181 shares.

Sources

knausport.nl · mommygearest.com · otravel.com · stocknews.com · tradingview.com