Layering RadarWhen 3+ institutional stock-pickers each open the same brand-new position within 7 trading days, that's smart money quietly piling in. Cross-family pile-ups rank highest โ and the entry order is the part a quarterly 13F can never show you.
#1 PM PHILIP MORRIS INTERNATIONAL COMMON STOCK 7 funds ยท 3 families (cross-family) ยท $118.6B combined AUM
#2 STX SEAGATE TECHNOLOGY HOLDINGS COMMON STOCK USD.00001 INFORMATION TECHNOLOGY 7 funds ยท 3 families (cross-family) ยท $116.8B combined AUM
#3 AIR AIRBUS SE COMMON STOCK EUR1.0 8 funds ยท 2 families (cross-family) ยท $112.5B combined AUM
#4 III 3I GROUP PLC COMMON STOCK GBP.738636 7 funds ยท 2 families (cross-family) ยท $93.0B combined AUM
#5 MC LVMH MOET HENNESSY LOUIS VUI COMMON STOCK EUR.3 7 funds ยท 2 families (cross-family) ยท $81.3B combined AUM
#6 NVDA NVIDIA CORP COMMON STOCK USD.001 INFORMATION TECHNOLOGY 6 funds ยท 2 families (cross-family) ยท $124.4B combined AUM
#7 RCL ROYAL CARIBBEAN CRUISES LTD COMMON STOCK USD.01 6 funds ยท 2 families (cross-family) ยท $121.0B combined AUM
#8 AMAT APPLIED MATERIALS INC COMMON STOCK USD.01 INFORMATION TECHNOLOGY 5 funds ยท 3 families (cross-family) ยท $90.5B combined AUM
#9 CSCO CISCO SYSTEMS INC COMMON STOCK USD.001 5 funds ยท 3 families (cross-family) ยท $90.5B combined AUM
#10 ASML ASML HOLDING NV COMMON STOCK EUR.09 6 funds ยท 2 families (cross-family) ยท $77.3B combined AUM
#11 ADP AUTOMATIC DATA PROCESSING COMMON STOCK USD.1 5 funds ยท 3 families (cross-family) ยท $47.5B combined AUM
#12 TSM TAIWAN SEMICONDUCTOR SP ADR ADR INFORMATION TECHNOLOGY 5 funds ยท 2 families (cross-family) ยท $116.9B combined AUM
#13 AAPL APPLE INC COMMON STOCK USD.00001 INFORMATION TECHNOLOGY 5 funds ยท 2 families (cross-family) ยท $102.4B combined AUM
#14 MSFT MICROSOFT CORP COMMON STOCK USD.00000625 INFORMATION TECHNOLOGY 5 funds ยท 2 families (cross-family) ยท $102.4B combined AUM
#15 AMZN AMAZON.COM INC COMMON STOCK USD.01 CONSUMER DISCRETIONARY 5 funds ยท 2 families (cross-family) ยท $102.4B combined AUM
#16 MU MICRON TECHNOLOGY INC COMMON STOCK USD.1 INFORMATION TECHNOLOGY 5 funds ยท 2 families (cross-family) ยท $102.4B combined AUM
#17 META META PLATFORMS INC CLASS A COMMON STOCK USD.000006 COMMUNICATION SERVICES 5 funds ยท 2 families (cross-family) ยท $102.4B combined AUM
#18 GOOGL ALPHABET INC CL A COMMON STOCK USD.001 COMMUNICATION SERVICES 5 funds ยท 2 families (cross-family) ยท $102.4B combined AUM
#19 LLY ELI LILLY + CO COMMON STOCK HEALTH CARE 5 funds ยท 2 families (cross-family) ยท $102.4B combined AUM
#20 AVGO BROADCOM INC COMMON STOCK INFORMATION TECHNOLOGY 5 funds ยท 2 families (cross-family) ยท $102.4B combined AUM
#21 INTC INTEL CORP COMMON STOCK USD.001 INFORMATION TECHNOLOGY 5 funds ยท 2 families (cross-family) ยท $102.4B combined AUM
#22 GE GENERAL ELECTRIC COMMON STOCK USD.01 INDUSTRIALS 5 funds ยท 2 families (cross-family) ยท $102.4B combined AUM
#23 VRTX VERTEX PHARMACEUTICALS INC COMMON STOCK USD.01 HEALTH CARE 5 funds ยท 2 families (cross-family) ยท $102.4B combined AUM
#24 UNH UNITEDHEALTH GROUP INC COMMON STOCK USD.01 HEALTH CARE 5 funds ยท 2 families (cross-family) ยท $102.4B combined AUM
#25 COST COSTCO WHOLESALE CORP COMMON STOCK USD.005 CONSUMER STAPLES 5 funds ยท 2 families (cross-family) ยท $91.5B combined AUM
Layering = independent funds opening the same new position within days. Higher strength = more funds, more families, more AUM. Not financial advice โ a map of where institutional money is quietly clustering.