undamentalytics Newsletter

BKV Corp: which funds bought and sold

Institutions that bought and sold BKV 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, 114 institutions that filed 13F reports for both quarters added to or opened positions in BKV, and 72 cut or closed them. Together they added a net 6.2M shares, +15.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.1M shares (+20.6%); index fund managers were net buyers of 1.6M shares (+22.5%). 38 opened a new position and 41 sold out entirely.

Bought, Q2 2026 114 institutions, 38 of them new holders Sold, Q2 2026 72 institutions, 41 of them sold out
Net change, all compared +6.2M shares (+15.9%)
Net change, active managers +3.1M shares (+20.6%), 20 bought, 21 sold

Buyers versus sellers

institutions compared, 199
Active managers and hedge funds 20 bought · 21 sold · +3.1M
Index fund managers 9 bought · 1 sold · +1.6M
Other institutions 85 bought · 50 sold · +1.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager +1.8M +100119.2% 1.8M $50.5M
Citadel Advisors LLC Hedge fund +1.3M +254.4% 1.8M $49.3M
Covalis Capital LLP +810K +134.1% 1.4M $38.7M
Yaupon Capital Management LP Hedge fund +728K +35.7% 2.8M $75.8M
Dimensional Fund Advisors LP +652K +99.6% 1.3M $35.7M
Blackrock, Inc. Index funds +633K +30.4% 2.7M $74.2M
Aventail Capital Group, LP +598K +80.2% 1.3M $36.8M
Cooper Creek Partners Management LLC +565K +26.9% 2.7M $73M
Dme Capital Management, LP Hedge fund +400K +14.8% 3.1M $84.7M
American Century Companies Inc Active manager +390K +123.8% 705K $19.3M
State Street Corp Index funds +388K +28.3% 1.8M $48.2M
Value Aligned Research Advisors, LLC +357K +110.5% 680K $18.6M
Boston Partners Active manager +345K +15.6% 2.6M $69.8M
Franklin Resources Inc Active manager +325K New position 325K $8.9M
Peregrine Capital Management LLC +264K New position 264K $7.2M
Vanguard Capital Management LLC Index funds +214K +14.5% 1.7M $46M
Wexford Capital LP +169K New position 169K $4.6M
Squarepoint Ops LLC Hedge fund +141K +87.7% 301K $8.2M
Geode Capital Management, LLC Index funds +130K +17.5% 873K $23.9M
LMR Partners LLP Hedge fund +126K New position 126K $3.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
UBS Group AG −903K −63.4% 521K $14.2M
Arrowstreet Capital, Limited Partnership Hedge fund −537K Sold out 0 —
Walleye Capital LLC Hedge fund −455K −69.0% 204K $5.6M
Qube Research & Technologies Ltd Hedge fund −370K Sold out 0 —
Ghisallo Capital Management LLC Hedge fund −350K −53.8% 300K $8.2M
Nuveen, LLC −307K −86.7% 47K $1.3M
Zimmer Partners, LP Hedge fund −273K −14.0% 1.7M $45.8M
Goldman Sachs Group Inc −264K −11.9% 2.0M $53.6M
Bank Of America Corp −246K −29.4% 591K $16.2M
Voloridge Investment Management, LLC Hedge fund −238K Sold out 0 —
Philadelphia Financial Management Of San Francisco, LLC −215K Sold out 0 —
Two Sigma Investments, LP Hedge fund −212K −57.9% 154K $4.2M
Seven Grand Managers, LLC −200K Sold out 0 —
Deutsche Bank Ag\ −199K −85.7% 33K $908,571
Prudential Financial Inc −135K Sold out 0 —
Marshall Wace, LLP Hedge fund −116K −93.6% 7,867 $215,240
Willis Johnson & Associates, Inc. −72K Sold out 0 —
Riggs Asset Managment Co. Inc. −68K Sold out 0 —
Tidal Investments LLC −66K Sold out 0 —
Quadrature Capital Ltd Hedge fund −65K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Franklin Resources IncActive manager 325K $8.9M
Peregrine Capital Management LLC 264K $7.2M
Wexford Capital LP 169K $4.6M
LMR Partners LLPHedge fund 126K $3.5M
Nomura Asset Management International Inc. 85K $2.3M
Moore Capital Management, LPHedge fund 73K $2M
Bridgeway Capital Management, LLCActive manager 50K $1.4M
Sei Investments Co 40K $1.1M
Simplex Trading, LLC 34K $921,785
Corecommodity Management, LLC 33K $906,847

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
160
Ten largest holders
50.2%
of 13F-reported shares
Index fund managers
18.6%
of 13F-reported shares
Active managers and hedge funds
39.7%
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 20 21 6 14 +3.1M +20.6%
Index fund managers 9 1 0 0 +1.6M +22.5%
Other institutions 85 50 32 27 +1.6M +9.2%

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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