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OI Formation & Direction

EWZ · Aug 21, 2026 · $36 call EWZ260821C00036000

Two-stage assessment

Confirmed net formation

OI increased by 16,365 contracts after the source session.

Initiation evidence
Mathematically bounded · Ask-led
Underlying implication
Consistent with bullish call accumulation

Settlement arithmetic

Formation window

Source trade date
June 26, 2026Tape session
Baseline OI
12,353OI visible on source date
Settlement observation
June 29, 2026Next returned trading row
Settled OI
28,718Next observation
OI change
+16,365Settled minus baseline
Trade-day volume
19,506Bound denominator
Net-formation ratio
83.90%OI change ÷ volume

Bound-first attribution

Side partitions & lower bounds

Each raw bound is max(0, OI change − (volume − side volume)). A positive value is the minimum net formation forced into that quote-side bucket.

Ask
18,948Raw lower bound: 15,807
Bid
456Raw lower bound: 0
Mid
102Raw lower bound: 0
Neutral
0Raw lower bound: 0
Clean ask
15,790Side volume after allowing all flagged structure to contaminate this bucket
Clean bid
0Side volume after allowing all flagged structure to contaminate this bucket

Conservative allowance

Flagged structure

The clean dominant-side bound allows every flagged contract to contaminate that side. Because flags can overlap, their sum is capped at daily volume.

Multileg
17Flags may overlap
Stock multileg
0Flags may overlap
Cross
0Flags may overlap
Floor
0Flags may overlap
Clamped structure allowance
17Sum capped at total volume

Context only

Intraday corroboration

Minute clustering, premium, and IV describe the tape. They cannot create or increase a mathematical bound.

Active minutes
85Returned minute buckets
Largest minute
18,50094.84% of daily volume
Ask/bid premium imbalance
+94.75%Positive is ask-premium led
IV range
28.04% – 29.12%Descriptive only
Daily reconciliation
ReconciledMinute side totals versus daily side totals

Interpretation boundaries

What this report cannot verify

Motive and identity remain unknown

These aggregates cannot distinguish speculation, hedging, overwriting, participant capacity, or verified open/close labels.

Conditional dealer mechanics

If a dealer was the counterparty, carried this position without portfolio offsets, and delta-hedged it, the mechanical scenario could require the dealer to buy underlying. This is not verified flow.

Reason codes confirmed_net_formation clean_bound_forces_side