undamentalytics Newsletter

Allient Inc: which funds bought and sold

Institutions that bought and sold Allient 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, 128 institutions that filed 13F reports for both quarters added to or opened positions in Allient, and 105 cut or closed them. Together they added a net 263K shares, +2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 311K shares (+6.7%); index fund managers were net buyers of 159K shares (+4.7%). 48 opened a new position and 31 sold out entirely.

Bought, Q2 2026 128 institutions, 48 of them new holders Sold, Q2 2026 105 institutions, 31 of them sold out
Net change, all compared +263K shares (+2.0%)
Net change, active managers +311K shares (+6.7%), 19 bought, 24 sold

Buyers versus sellers

institutions compared, 257
Active managers and hedge funds 19 bought · 24 sold · +311K
Index fund managers 8 bought · 2 sold · +159K
Other institutions 101 bought · 79 sold · −206K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Price T Rowe Associates Inc Active manager +321K +3121.8% 332K $34.1M
Shannon River Fund Management LLC Hedge fund +220K New position 220K $22.7M
Jennison Associates LLC Active manager +159K +45.0% 513K $52.8M
Mackenzie Financial Corp +133K New position 133K $13.7M
Morgan Stanley +88K +58.1% 239K $24.6M
Blackrock, Inc. Index funds +71K +6.0% 1.3M $129M
Acadian Asset Management LLC Active manager +66K +34.0% 258K $26.6M
Invesco Ltd. +65K +121.4% 118K $12.2M
Vanguard Portfolio Management LLC Index funds +62K +25.3% 306K $31.5M
Informed Momentum Co LLC +56K +205.4% 84K $8.6M
Telemark Asset Management, LLC +50K +33.3% 200K $20.6M
Deutsche Bank Ag\ +47K +239.4% 66K $6.8M
Kornitzer Capital Management Inc +41K +438.6% 51K $5.2M
Qube Research & Technologies Ltd Hedge fund +38K +60.2% 102K $10.5M
Portolan Capital Management, LLC +36K +11.2% 360K $37M
Susquehanna International Group, LLP +36K +107.3% 70K $7.2M
Susquehanna Fundamental Investments, LLC +31K New position 31K $3.2M
Canada Life Assurance Co +27K +130.5% 47K $4.8M
Credit Agricole S A +26K New position 26K $2.7M
Geode Capital Management, LLC Index funds +24K +5.5% 462K $47.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Arrowstreet Capital, Limited Partnership Hedge fund −147K Sold out 0 —
Pinnacle Associates Ltd −135K −54.7% 112K $11.5M
Hillsdale Investment Management Inc. −134K Sold out 0 —
Seizert Capital Partners, LLC −101K Sold out 0 —
Dimensional Fund Advisors LP −100K −16.5% 506K $52M
Driehaus Capital Management LLC Active manager −92K −24.7% 282K $29M
Allspring Global Investments Holdings, LLC −79K −36.9% 135K $13.9M
Prudential Financial Inc −57K −80.0% 14K $1.5M
Man Group PLC Hedge fund −56K Sold out 0 —
Renaissance Technologies LLC Hedge fund −52K −52.3% 48K $4.9M
FMR LLC Active manager −48K −2.3% 2.0M $207M
Zweig-Dimenna Associates LLC −47K Sold out 0 —
Silvercrest Asset Management Group LLC −41K −46.4% 48K $4.9M
Tudor Investment Corp Et Al Hedge fund −39K Sold out 0 —
Juniper Investment Company, LLC −34K −4.2% 762K $78.5M
Millennium Management LLC Hedge fund −31K −18.0% 143K $14.7M
Two Sigma Investments, LP Hedge fund −28K −47.7% 30K $3.1M
G2 Investment Partners Management LLC −26K −56.9% 20K $2.1M
Sei Investments Co −24K −43.7% 31K $3.2M
Squarepoint Ops LLC Hedge fund −23K −40.8% 34K $3.5M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Shannon River Fund Management LLCHedge fund 220K $22.7M
Mackenzie Financial Corp 133K $13.7M
Susquehanna Fundamental Investments, LLC 31K $3.2M
Credit Agricole S A 26K $2.7M
DNB Asset Management As 15K $1.5M
Exchange Traded Concepts, LLC 14K $1.4M
Cm Wealth Advisors LLC 8,996 $925,958
D. E. Shaw & Co., Inc.Hedge fund 7,141 $735,023
Imc-Chicago, LLC 6,957 $716,084
Keybank National Association 5,942 $611,610

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Arrowstreet Capital, Limited PartnershipHedge fund 147K $8.7M
Hillsdale Investment Management Inc. 134K $7.9M
Seizert Capital Partners, LLC 101K $6M
Man Group PLCHedge fund 56K $3.3M
Zweig-Dimenna Associates LLC 47K $2.8M
Tudor Investment Corp Et AlHedge fund 39K $2.3M
Integrated Quantitative Investments LLC 20K $1.2M
Sierra Summit Advisors LLC 15K $881,269
Strs Ohio 11K $638,172
Jefferies Financial Group Inc. 9,478 $560,055

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
229
Ten largest holders
55.3%
of 13F-reported shares
Index fund managers
26.8%
of 13F-reported shares
Active managers and hedge funds
37.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 19 24 7 4 +311K +6.7%
Index fund managers 8 2 1 0 +159K +4.7%
Other institutions 101 79 40 27 −206K −4.2%

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.

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