undamentalytics Newsletter

Bold Eagle Acquisition Corp.: which funds bought and sold

Institutions that bought and sold Bold Eagle Acquisition 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, 18 institutions that filed 13F reports for both quarters added to or opened positions in Bold Eagle Acquisition, and 17 cut or closed them. Together they sold a net 97K shares, −0.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 391K shares (−3.9%); index fund managers were net sellers of 4,516 shares (−15.8%). 4 opened a new position and 4 sold out entirely.

Bought, Q2 2026 18 institutions, 4 of them new holders Sold, Q2 2026 17 institutions, 4 of them sold out
Net change, all compared −97K shares (−0.4%)
Net change, active managers −391K shares (−3.9%), 7 bought, 1 sold

Buyers versus sellers

institutions compared, 58
Active managers and hedge funds 7 bought · 1 sold · −391K
Index fund managers 0 bought · 1 sold · −4,516
Other institutions 11 bought · 15 sold · +299K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Glazer Capital, LLC +400K New position 400K $4.3M
Governors Lane LP Hedge fund +399K +66.3% 1.0M $10.7M
Meteora Capital, LLC +369K +160.9% 598K $6.4M
Highbridge Capital Management LLC Hedge fund +235K +30.7% 1.0M $10.6M
Brevan Howard Capital Management LP Hedge fund +170K +76.2% 393K $4.2M
Wolverine Asset Management LLC +150K New position 150K $1.6M
Stonex Group Inc. +130K New position 130K $1.4M
Schonfeld Strategic Advisors LLC Hedge fund +90K +646.4% 103K $1.1M
Mizuho Securities Usa LLC +60K New position 60K $641,173
Cantor Fitzgerald, L. P. +52K +100.0% 104K $1.1M
Radcliffe Capital Management, L.P. +18K +3.6% 517K $5.5M
Verition Fund Management LLC Hedge fund +7,692 +1.8% 427K $4.6M
Sona Asset Management (US) LLC Active manager +5,375 +5.7% 99K $1.1M
Centiva Capital, LP Hedge fund +2,996 +11.1% 30K $319,332
Massar Capital Management, LP +1,752 +2.2% 82K $873,111
Dld Asset Management, LP +1,048 +0.2% 450K $4.8M
Cannon Global Investment Management, LLC +355 +1.3% 29K $306,035
Bulldog Investors, LLP +47 0.0% 302K $3.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Lighthouse Investment Partners, LLC Hedge fund −1.3M Sold out 0 —
Harraden Circle Investments, LLC −172K −6.7% 2.4M $25.5M
UBS Group AG −153K −99.4% 893 $9,537
Gritstone Asset Management LLC −150K −43.5% 194K $2.1M
Toronto Dominion Bank −118K −22.2% 413K $4.4M
Waratah Capital Advisors Ltd. −70K Sold out 0 —
K2 Principal Fund, L.P. −57K −18.5% 250K $2.7M
Deltec Asset Management LLC −50K Sold out 0 —
Shaolin Capital Management LLC −26K −8.7% 270K $2.9M
Clear Street Group Inc. −21K −25.7% 62K $661,551
O'Connor Alternative Investments LLC −19K −8.8% 200K $2.1M
Quarry LP −18K −16.4% 90K $961,200
HRT Financial LP −15K Sold out 0 —
Susquehanna International Group, LLP −15K −26.8% 42K $445,196
Geode Capital Management, LLC Index funds −4,516 −15.8% 24K $257,943
Fny Investment Advisers, LLC −200 −0.3% 71K $762,000
Morgan Stanley −24 −36.4% 42 $449

New positions

largest by value
InstitutionSharesValue June 30, 2026
Glazer Capital, LLC 400K $4.3M
Wolverine Asset Management LLC 150K $1.6M
Stonex Group Inc. 130K $1.4M
Mizuho Securities Usa LLC 60K $641,173

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Lighthouse Investment Partners, LLCHedge fund 1.3M $13.7M
Waratah Capital Advisors Ltd. 70K $741,710
Deltec Asset Management LLC 50K $527,750
HRT Financial LP 15K $161,000

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
54
Ten largest holders
54.7%
of 13F-reported shares
Index fund managers
0.1%
of 13F-reported shares
Active managers and hedge funds
42.3%
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 7 1 0 1 −391K −3.9%
Index fund managers 0 1 0 0 −4,516 −15.8%
Other institutions 11 15 4 3 +299K +2.3%

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.

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