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Stock Watch

Definition:

Stock Watch ( Stock surveillance or Activist Monitoring )  is the process of monitoring and alerting companies to critical trading in their stock– identifying early indicators of activist involvement, ownership shifts, and hard-to-detect tag-along investors.  While some of this information can be derived from 13F and other public filings, Alliance Advisors uses its proprietary database built from over 20 years of institutional voting data collected across thousands of shareholder meetings. This unique resource enables us to identify not only institutional investors behind custodians but also pension funds, sovereign wealth funds, non-filing hedge funds, and foreign investors.

Market surveillance also delivers detailed settlement and ownership analysis to uncover high-frequency trading patterns, distinguish long-term holders from algorithmic activity, and assess short interest levels and fails-to-deliver as indicators of market pressure and potentially abusive shorting.  Effective surveillance should further incorporate securities lending dynamics—such as stock loan activity and borrow rates—which provide valuable insight ahead of shareholder votes, activist campaigns, and other key corporate events.

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