Sweep-Only Money Flow: Top Bullish Skew Industries and Driving Stocks ($ALL, $HSY, $XPO)

I'll pull sweep-only money flow by industry and identify the top 3 industries with the highest bullish skew, then drill into the responsible stocks.

I have the industry-level sweep flow. Let me rank industries by bullish skew and drill into the top 3 to find the responsible stocks.

Now let me drill into the remaining top-skew candidates to identify the responsible stocks. I've already broken down Oil & Gas Midstream, Medical Devices, and Tobacco. Let me verify the two industries with even higher bullish share — Insurance - Property & Casualty and Real Estate Services. Here's the sweep-only (aggressive flow) money flow across industries for the latest trading day (9/9/2026), plus the stock-level breakdown for the top 3 industries by bullish skew.

Sweep-Only Money Flow — Market Overview (Industry Level)

• Net premium: -$26.0M (net bearish day overall)
• Bullish 47.1% ($210.8M) vs Bearish 52.9% ($236.7M) → ratio 0.89 (slight bearish tilt)

Top Industries by Bullish Skew (sweeps only)

Ranked by bullish share of total sweep premium, restricted to industries with ≥ ~$250K total sweep flow to filter out single-trade noise:

Notable just below (larger flow, slightly lower skew): Oil & Gas Midstream (85.7%, $1.31M bull / $1.52M total), Real Estate Services (86.0%, $344K), Medical Devices (80.3%, $861K), Tobacco (79.1%, $1.47M).

Which Stocks Are Driving the Skew

1. Insurance - Property & Casualty (91.7% bullish) — broad-based bullish sweep flow:

$ALL alone = 38% of the industry's bullish flow; only $TRV and $ALL show any bearish offset.

2. Confectioners (91.0% bullish) — a one-name story:

$HSY accounts for 100% of the industry's sweep flow ($306K bull vs $30K bearish).

3. Trucking (87.2% bullish) — two names doing the work:

$XPO = 71% of the bullish flow.

Key Takeaways

• Concentration matters: Confectioners is purely a $HSY sweep story; Trucking is a $XPO/$TFII story — both are narrow, single/dual-name skews. Insurance-P&C is the most broad-based bullish skew (6 tickers) with $ALL leading.
• Scale caveat: The highest-skew industries are small absolute premium. If you want skew with size, O&G Midstream ($1.31M bull on $1.52M total, 85.7%) and Tobacco ($1.47M bull on $1.86M, 79.1%) carry more dollar conviction.
• Note on methodology: "Bullish" here merges bought calls + sold puts. This tool doesn't split that — if you want to know whether the skew is bought-call-driven (trend continuation) vs put-selling (reversal), I can pull the 8-cell conviction breakdown per industry or per ticker.