Info Investment’s Liquidity Surge: Top Traded Stocks and Smart Money Traces

Info Investment emerged as the day’s most influential liquidity driver on Borsa Istanbul.

Peak Liquidity Flow: Top Traded Shares

■ASELSAN – 1.2 Million TRY bought, 0.9 Million TRY sold; net +300 K TRY position.

■THYAO – 950 K TRY bought, 1.1 Million TRY sold; net ‑150 K TRY outflow.

■Ereğli Demir ve Çelik (EREGL) – 2.3 Million TRY bought, 1.8 Million TRY sold; net +500 K TRY gain.

■BİM Birleşik Mağazalar (BIMAS) – 1.6 Million TRY bought, 1.4 Million TRY sold; net +200 K TRY position.

Smart‑Money Footprints: Dark Pool and Broker Distribution Analysis

Info Investment’s volume surge is underpinned by a 12.5% rise in dark‑pool activity. Broker‑distribution (AKD) data show that Garanti BBVA and İş Yatırım together account for 45% of the day’s total trades, highlighting a concentrated flow of institutional capital.

#### Market Direction and Strategic Takeaways

■Technology & Defense: Strong buying in ASELSAN and EREGL signals heightened risk appetite for high‑volatility sectors.

■Consumer Staples: BIMAS’s net long position reflects short‑term optimism in the retail space.

■Aviation & Tourism: Net selling in THYAO underscores lingering concerns over FX volatility and fuel costs.

Markets are likely to see renewed price swings as Info Investment reallocates liquidity across these sectors. The uptick in dark‑pool activity suggests that large players are stealthily adjusting positions away from public order books. This environment could spark volatility spikes in high‑beta stocks like ASELSAN and EREGL over the coming weeks. Portfolio managers should tighten risk controls while opportunistic short‑term traders can exploit the smart‑money trail.