Kioxia sale dominates a fortnight of chip selling and chemicals buying
Large holders reported ¥286.1bn ($1.8bn) of net selling, nearly all of it one sale in Kioxia Holdings. Chemicals drew the buying, engaged holders kept arriving, and the filings mostly predate the 6 November AI rout.
The Hill Ledger · · filings of 24 October 2026 to 6 November 2026 · 15 min read
In brief
Large holders reported ¥286.1bn ($1.8bn) of net selling, and one report cutting ¥277.9bn ($1.8bn) of Kioxia Holdings accounted for nearly all of it.
Electric Appliances turned from rotation to exit, while Chemicals drew ¥75.7bn ($477.9mn) of net buying led by Resonac Holdings, whose shares then fell 27 per cent.
The money mostly moved with the AI rout and a fearful mood, out of chip-related names and into Shionogi, whose results support its price.
Engaged holders kept arriving, with Farallon in Yamato Holdings and Oasis in Mirait One, though proposal-minded holders cut more than they added.
Three of the last report's four measurable expectations held. Keyence did not, and the next fortnight's filings will show how holders met the 6 November rout.