AGI Inc: which funds bought and sold

Institutions that bought and sold AGI shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 20 institutions that filed 13F reports for both quarters added to or opened positions in AGI, and 23 cut or closed them. Together they sold a net 4.1M shares, −24.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3.5M shares (−34.4%); index fund managers were net buyers of 305K shares (+14.6%). 10 opened a new position and 15 sold out entirely.

Bought, Q2 2026 20 institutions, 10 of them new holders Sold, Q2 2026 23 institutions, 15 of them sold out

Net change, all compared −4.1M shares (−24.2%)

Net change, active managers −3.5M shares (−34.4%), 5 bought, 12 sold

Buyers versus sellers

institutions compared, 47

20 bought 4 23 sold

Active managers and hedge funds 5 bought · 12 sold · −3.5M

Index fund managers 2 bought · 0 sold · +305K

Other institutions 13 bought · 11 sold · −889K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Mackenzie Financial Corp	+362K +612.9%	421K	$3M
Fil Ltd Active manager	+307K +25.1%	1.5M	$10.8M
Blackrock, Inc. Index funds	+254K +12.2%	2.3M	$16.6M
Absolute Gestao De Investimentos Ltda.	+211K +403.5%	263K	$1.9M
Point72 Asset Management, L.P. Hedge fund	+171K +12.8%	1.5M	$10.7M
Marshall Wace, LLP Hedge fund	+146K +15.1%	1.1M	$7.9M
Renaissance Technologies LLC Hedge fund	+84K New position	84K	$596,971
UBS Group AG	+72K +720.5%	82K	$582,111
Chicago Partners Investment Group LLC	+56K New position	56K	$374,881
Capital World Investors Active manager	+54K +2.5%	2.2M	$15.8M
Northern Trust Corp Index funds	+51K New position	51K	$363,423
Citigroup Inc	+31K New position	31K	$220,110
Gsa Capital Partners LLP	+16K New position	16K	$113,000
Xtx Topco Ltd	+12K New position	12K	$83,586
BNP Paribas Financial Markets	+4,839 New position	4,839	$34,260
Axq Capital, LP	+2,409 +14.0%	20K	$138,584
Aspect Partners, LLC	+145 New position	145	$1,027
Quarry LP	+56 New position	56	$396
Caitong International Asset Management Co., Ltd	+47 +117.5%	87	$616
Sbi Securities Co., Ltd.	+3 New position	3	$21

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Fil Ltd Active manager	+307K +25.1%	1.5M	$10.8M
Point72 Asset Management, L.P. Hedge fund	+171K +12.8%	1.5M	$10.7M
Marshall Wace, LLP Hedge fund	+146K +15.1%	1.1M	$7.9M
Renaissance Technologies LLC Hedge fund	+84K New position	84K	$596,971
Capital World Investors Active manager	+54K +2.5%	2.2M	$15.8M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Samlyn Capital, LLC Hedge fund	−1.1M Sold out	0	—
Millennium Management LLC Hedge fund	−969K −96.8%	32K	$226,744
Citadel Advisors LLC Hedge fund	−596K Sold out	0	—
Balyasny Asset Management L.P. Hedge fund	−545K Sold out	0	—
Wealth High Governance Asset Management Ltda.	−447K −86.1%	72K	$512,351
D. E. Shaw & Co., Inc. Hedge fund	−388K −77.7%	112K	$790,425
Centiva Capital, LP Hedge fund	−265K Sold out	0	—
Bw Gestao De Investimentos Ltda.	−253K −90.2%	28K	$195,649
Wealth High Governance Capital Ltda	−253K −90.2%	28K	$195,649
Ghisallo Capital Management LLC Hedge fund	−200K Sold out	0	—
Jane Street Group, LLC	−158K Sold out	0	—
HRT Financial LP	−145K Sold out	0	—
Jpmorgan Chase & Co	−126K −31.8%	269K	$1.9M
Verde Servicos Internacionais S.A.	−125K −15.9%	660K	$4.7M
Burkehill Global Management, LP Hedge fund	−100K Sold out	0	—
Morgan Stanley	−77K −76.5%	24K	$166,380
Element Capital Management LLC Hedge fund	−60K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−46K Sold out	0	—
Goldman Sachs Group Inc	−41K Sold out	0	—
Hudson Bay Capital Management LP Hedge fund	−25K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Samlyn Capital, LLC Hedge fund	−1.1M Sold out	0	—
Millennium Management LLC Hedge fund	−969K −96.8%	32K	$226,744
Citadel Advisors LLC Hedge fund	−596K Sold out	0	—
Balyasny Asset Management L.P. Hedge fund	−545K Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−388K −77.7%	112K	$790,425
Centiva Capital, LP Hedge fund	−265K Sold out	0	—
Ghisallo Capital Management LLC Hedge fund	−200K Sold out	0	—
Burkehill Global Management, LP Hedge fund	−100K Sold out	0	—
Element Capital Management LLC Hedge fund	−60K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−46K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Renaissance Technologies LLCHedge fund	84K	$596,971
Chicago Partners Investment Group LLC	56K	$374,881
Northern Trust CorpIndex funds	51K	$363,423
Citigroup Inc	31K	$220,110
Gsa Capital Partners LLP	16K	$113,000
Xtx Topco Ltd	12K	$83,586
BNP Paribas Financial Markets	4,839	$34,260
Aspect Partners, LLC	145	$1,027
Quarry LP	56	$396
Sbi Securities Co., Ltd.	3	$21

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Samlyn Capital, LLCHedge fund	1.1M	$7.7M
Citadel Advisors LLCHedge fund	596K	$4.3M
Balyasny Asset Management L.P.Hedge fund	545K	$4M
Centiva Capital, LPHedge fund	265K	$1.9M
Ghisallo Capital Management LLCHedge fund	200K	$1.5M
Jane Street Group, LLC	158K	$1.2M
HRT Financial LP	145K	$1.1M
Burkehill Global Management, LPHedge fund	100K	$727,000
Element Capital Management LLCHedge fund	60K	$435,706
Two Sigma Investments, LPHedge fund	46K	$333,271

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 33
Ten largest holders: 90.2%
Index fund managers: 17.0%
Active managers and hedge funds: 47.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	5	12	1	10	−3.5M	−34.4%
Index fund managers	2	0	1	0	+305K	+14.6%
Other institutions	13	11	8	5	−889K	−19.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on AGI.

Only managers that filed a holdings report for both quarters are compared (47 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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