Company Events & EarningsExtended setInvalidNew
Atm Offering Overhang Short
Updated dailyData needs: lowshort only
paper
2024
Source
Industry mechanism: combined shelf + Form D cluster signals persistent ATM offering regime.
Read the paper →
In plain terms
When a firm has both an active shelf and recent private-placement activity, ongoing share issuance creates persistent overhead resistance.
How it works
Rolling 90d/180d count of (shelf takedowns + Form D filings) >= 2/3. Triggers persistent SHORT 60-180d.
Live results
0 times picked on its own · 7 times inside a blend (7 beat the stock) · updated 2026-07-06This strategy is a frequent ingredient in blends that combine a few strategies on one stock. It has contributed to 7 such blended picks (7 of which beat simply holding the stock). Picking it on its own is only one of the ways it shows up.
How its picks scored vs. buy & hold
Each pick is graded on a recent year it was never tuned on, against simply owning the same stock
Where its edge concentrates
Share of picks in each company-size group that beat buy & hold
How often it trades
Active vs. patient. Bars on the left mean it waits for rare setups; bars on the right mean it trades often
Return vs. buy & hold
How much each pick beat or trailed simply owning the stock over the test year (extreme microcap moves trimmed)
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Data dependencies
- SEC shelf takedowns
A data feed this strategy reads, refreshed on its normal schedule.
- SEC form d filings
A data feed this strategy reads, refreshed on its normal schedule.
- Daily prices
Adjusted-close OHLCV for every US-listed ticker; primary price feed.
Expected edge
- Reported return
- ~5-12%/6mo
- Reported Sharpe
- ~0.5
- Tested over
- T+1 to T+180d
Persistent overhang ~5-12% over 6mo for small-caps.
Example tickers where this is likely to fire
Illustrative only, the signal fires based on the live data, not a fixed list.
Related families
Explore Atm Offering Overhang Short on alphactor.ai
See which tickers this family is currently firing on, with live signals and rankings.