undamentalytics Newsletter

Lotus Technology Inc.: which funds bought and sold

Institutions that bought and sold Lotus Technology 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, 8 institutions that filed 13F reports for both quarters added to or opened positions in Lotus Technology, and 7 cut or closed them. Together they added a net 48K 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 63K shares (+146.0%); index fund managers were net sellers of 14K shares (−20.7%). 2 opened a new position and 3 sold out entirely.

Bought, Q2 2026 8 institutions, 2 of them new holders Sold, Q2 2026 7 institutions, 3 of them sold out
Net change, all compared +48K shares (+0.9%)
Net change, active managers +63K shares (+146.0%), 1 bought, 0 sold

Buyers versus sellers

institutions compared, 16
Active managers and hedge funds 1 bought · 0 sold · +63K
Index fund managers 0 bought · 2 sold · −14K
Other institutions 7 bought · 5 sold · −1,137

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Citadel Advisors LLC Hedge fund +63K +146.0% 106K $123,455
Jane Street Group, LLC +25K New position 25K $29,220
UBS Group AG +3,497 +28.2% 16K $18,583
Tidal Investments LLC +2,086 +7.8% 29K $33,695
Two Sigma Securities, LLC +574 +3.9% 15K $17,804
Quarry LP +210 New position 210 $246
Sbi Securities Co., Ltd. +100 +76.3% 231 $270
Caitong International Asset Management Co., Ltd +2 +100.0% 4 $5

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Morgan Stanley −12K −26.5% 33K $38,098
Geode Capital Management, LLC Index funds −10K Sold out 0 —
Virtu Financial LLC −9,376 −43.6% 12K $14,000
Xtx Topco Ltd −9,025 −26.8% 25K $28,776
State Street Corp Index funds −3,617 −6.5% 52K $61,228
Barclays PLC −2,210 Sold out 0 —
Wells Fargo & Company −235 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Jane Street Group, LLC 25K $29,220
Quarry LP 210 $246

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Geode Capital Management, LLCIndex funds 10K $11,559
Barclays PLC 2,210 $2,542
Wells Fargo & Company 235 $270

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
13
Ten largest holders
100.0%
of 13F-reported shares
Index fund managers
1.0%
of 13F-reported shares
Active managers and hedge funds
2.1%
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 1 0 0 0 +63K +146.0%
Index fund managers 0 2 0 1 −14K −20.7%
Other institutions 7 5 2 2 −1,137 −0.0%

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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