undamentalytics Newsletter

Cameco Corp: which funds bought and sold

Institutions that bought and sold Cameco 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, 488 institutions that filed 13F reports for both quarters added to or opened positions in Cameco, and 434 cut or closed them. Together they added a net 4.0M shares, +1.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.7M shares (−4.3%); index fund managers were net sellers of 120K shares (−0.5%). 108 opened a new position and 95 sold out entirely.

Bought, Q2 2026 488 institutions, 108 of them new holders Sold, Q2 2026 434 institutions, 95 of them sold out
Net change, all compared +4.0M shares (+1.5%)
Net change, active managers −2.7M shares (−4.3%), 36 bought, 44 sold

Buyers versus sellers

institutions compared, 1,102
Active managers and hedge funds 36 bought · 44 sold · −2.7M
Index fund managers 3 bought · 4 sold · −120K
Other institutions 449 bought · 386 sold · +6.9M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Canada Pension Plan Investment Board +1.7M +67.3% 4.1M $420M
Massachusetts Financial Services Co Active manager +1.4M +49.5% 4.3M $462M
Bank Of Montreal +1.4M +22.5% 7.4M $750M
Royal Bank Of Canada +1.3M +13.7% 10.9M $1.1B
Alyeska Investment Group, L.P. Hedge fund +1.0M New position 1.0M $106M
D. E. Shaw & Co., Inc. Hedge fund +1.0M +122.9% 1.9M $189M
1832 Asset Management L.P. +917K +89.2% 1.9M $198M
Hardman Johnston Global Advisors LLC +814K +23.9% 4.2M $429M
Menora Mivtachim Holdings Ltd. +713K +138.9% 1.2M $125M
Mackenzie Financial Corp +661K +50.9% 2.0M $283M
Van Eck Associates Corp +597K +8.6% 7.5M $768M
Morgan Stanley +596K +12.9% 5.2M $531M
Geode Capital Management, LLC Index funds +580K +13.6% 4.8M $501M
Scotia Capital Inc. +446K +50.3% 1.3M $136M
Public Sector Pension Investment Board +423K +1187.6% 459K $46.7M
Millennium Management LLC Hedge fund +387K +1101.1% 423K $43M
Amundi +359K +13.7% 3.0M $305M
American Century Companies Inc Active manager +338K +40.3% 1.2M $120M
Balyasny Asset Management L.P. Hedge fund +328K New position 328K $33.5M
Eurizon Capital Sgr S.P.A. +301K +184.7% 465K $47.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Aristotle Capital Management, LLC Active manager −1.6M −60.8% 1.1M $108M
Castle Hook Partners LP Hedge fund −1.4M Sold out 0 —
FMR LLC Active manager −1.3M −13.7% 8.0M $813M
CIBC Asset Management Inc −978K −27.1% 2.6M $269M
Blackrock, Inc. Index funds −875K −19.0% 3.7M $381M
Alps Advisors Inc −793K −18.3% 3.5M $361M
Connor, Clark & Lunn Investment Management Ltd. −718K −19.5% 3.0M $302M
Citigroup Inc −538K −45.2% 651K $66.3M
Rathbones Group PLC −511K −43.3% 669K $68.2M
Caledonia (Private) Investments Pty Ltd −505K −14.9% 2.9M $294M
Samlyn Capital, LLC Hedge fund −499K Sold out 0 —
Fil Ltd Active manager −460K −5.2% 8.4M $860M
Man Group PLC Hedge fund −421K −34.3% 806K $82.1M
Fullerton Fund Management Co Ltd. −392K Sold out 0 —
Acadian Asset Management LLC Active manager −389K −93.6% 27K $2.7M
Driehaus Capital Management LLC Active manager −379K −37.4% 634K $64.6M
Susquehanna Fundamental Investments, LLC −370K −89.8% 42K $4.3M
Moore Capital Management, LP Hedge fund −321K Sold out 0 —
Invesco Ltd. −301K −25.2% 896K $91.2M
Holocene Advisors, LP Hedge fund −283K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Alyeska Investment Group, L.P.Hedge fund 1.0M $106M
Balyasny Asset Management L.P.Hedge fund 328K $33.5M
Ars Investment Partners, LLC 297K $30.3M
Squarepoint Ops LLCHedge fund 208K $21.2M
Rokos Capital Management LLPHedge fund 175K $17.8M
Omers Administration Corp 163K $16.6M
Cinctive Capital Management LPHedge fund 85K $8.7M
Boothbay Fund Management, LLCHedge fund 59K $6M
Dockside LLC 56K $5.7M
Walter Public Investments Inc. 53K $5.4M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Castle Hook Partners LPHedge fund 1.4M $151M
Samlyn Capital, LLCHedge fund 499K $54.2M
Fullerton Fund Management Co Ltd. 392K $42.6M
Moore Capital Management, LPHedge fund 321K $34.8M
Holocene Advisors, LPHedge fund 283K $30.8M
Merewether Investment Management, LP 234K $25.4M
Capital Fund Management S.A.Hedge fund 102K $11.1M
Gunderson Capital Management LLC 96K $10.4M
Fft Wealth Management LLC 89K $9.7M
Ripple Effect Asset Management LP 78K $8.5M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,024
Ten largest holders
34.6%
of 13F-reported shares
Index fund managers
9.0%
of 13F-reported shares
Active managers and hedge funds
22.0%
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 36 44 14 12 −2.7M −4.3%
Index fund managers 3 4 0 0 −120K −0.5%
Other institutions 449 386 94 83 +6.9M +3.9%

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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