undamentalytics Newsletter

5e Advanced Materials, Inc.: which funds bought and sold

Institutions that bought and sold 5e Advanced Materials 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, 19 institutions that filed 13F reports for both quarters added to or opened positions in 5e Advanced Materials, and 16 cut or closed them. Together they added a net 169K shares, +0.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 45K shares (+8.4%); index fund managers were net buyers of 525K shares (+49.4%). 6 opened a new position and 8 sold out entirely.

Bought, Q2 2026 19 institutions, 6 of them new holders Sold, Q2 2026 16 institutions, 8 of them sold out
Net change, all compared +169K shares (+0.9%)
Net change, active managers +45K shares (+8.4%), 5 bought, 2 sold

Buyers versus sellers

institutions compared, 45
Active managers and hedge funds 5 bought · 2 sold · +45K
Index fund managers 4 bought · 1 sold · +525K
Other institutions 10 bought · 13 sold · −401K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Vanguard Capital Management LLC Index funds +458K +88.8% 974K $1.4M
Blackrock, Inc. Index funds +55K +151.0% 91K $127,050
UBS Group AG +47K +712.7% 54K $74,558
Leclair Wealth Partners LLC +40K New position 40K $55,600
Marshall Wace, LLP Hedge fund +38K +16.2% 272K $377,657
Woodward Diversified Capital, LLC +33K +189.5% 50K $69,014
Two Sigma Investments, LP Hedge fund +20K +130.4% 34K $47,938
Marex Group Ltd +19K +22.3% 105K $145,881
Bridgeway Capital Management, LLC Active manager +15K +78.4% 34K $47,446
Independent Advisor Alliance +15K New position 15K $20,850
Geode Capital Management, LLC Index funds +15K +5.2% 300K $417,402
Citadel Advisors LLC Hedge fund +11K New position 11K $15,572
Virtu Financial LLC +11K New position 11K $15,000
Astoria Portfolio Advisors Llc. +10K New position 10K $13,900
Renaissance Technologies LLC Hedge fund +8,800 +4.6% 200K $278,278
Vanguard Fiduciary Trust Co Index funds +1,057 +0.7% 152K $211,657
Jpmorgan Chase & Co +426 +1014.3% 468 $665
Osaic Holdings, Inc. +53 New position 53 $73
Caitong International Asset Management Co., Ltd +9 +81.8% 20 $28

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Arosa Capital Management LP −200K Sold out 0 —
Awm Investment Company, Inc. −124K −3.8% 3.1M $4.3M
Hohimer Wealth Management, LLC −114K −50.7% 111K $154,258
Alyeska Investment Group, L.P. Hedge fund −42K Sold out 0 —
Bleichroeder LP −41K −8.2% 459K $637,696
Andina Capital Management, LLC −30K Sold out 0 —
Macquarie Group Ltd −24K Sold out 0 —
Xtx Topco Ltd −13K −26.3% 36K $50,110
Goldman Sachs Group Inc −13K Sold out 0 —
Warberg Asset Management LLC −12K Sold out 0 —
Centiva Capital, LP Hedge fund −5,815 −19.6% 24K $33,056
Northern Trust Corp Index funds −3,747 −6.1% 58K $80,448
Tower Research Capital LLC (TRC) −3,716 Sold out 0 —
Advisory Services Network, LLC −2,000 Sold out 0 —
Royal Bank Of Canada −32 −1.2% 2,695 $4,000
BNP Paribas Financial Markets −18 −43.9% 23 $32

New positions

largest by value
InstitutionSharesValue June 30, 2026
Leclair Wealth Partners LLC 40K $55,600
Independent Advisor Alliance 15K $20,850
Citadel Advisors LLCHedge fund 11K $15,572
Virtu Financial LLC 11K $15,000
Astoria Portfolio Advisors Llc. 10K $13,900
Osaic Holdings, Inc. 53 $73

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Arosa Capital Management LP 200K $280,000
Alyeska Investment Group, L.P.Hedge fund 42K $58,904
Andina Capital Management, LLC 30K $41,537
Macquarie Group Ltd 24K $33,200
Goldman Sachs Group Inc 13K $17,669
Warberg Asset Management LLC 12K $17,237
Tower Research Capital LLC (TRC) 3,716 $5,202
Advisory Services Network, LLC 2,000 $2,800

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
37
Ten largest holders
95.4%
of 13F-reported shares
Index fund managers
8.1%
of 13F-reported shares
Active managers and hedge funds
2.9%
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 5 2 1 1 +45K +8.4%
Index fund managers 4 1 0 0 +525K +49.4%
Other institutions 10 13 5 7 −401K −2.2%

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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