undamentalytics Newsletter

Massimo Group: which funds bought and sold

Institutions that bought and sold Massimo Group 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 Massimo Group, and 5 cut or closed them. Together they added a net 324K shares, +124.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 13K shares (−100.0%); index fund managers were net buyers of 15K shares (+6.9%). 4 opened a new position and 2 sold out entirely.

Bought, Q2 2026 8 institutions, 4 of them new holders Sold, Q2 2026 5 institutions, 2 of them sold out
Net change, all compared +324K shares (+124.3%)
Net change, active managers −13K shares (−100.0%), 0 bought, 1 sold

Buyers versus sellers

institutions compared, 15
Active managers and hedge funds 0 bought · 1 sold · −13K
Index fund managers 3 bought · 1 sold · +15K
Other institutions 5 bought · 3 sold · +322K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Bank Of America Corp +250K New position 250K $241,250
Citigroup Inc +56K New position 56K $53,918
Vanguard Capital Management LLC Index funds +32K +76.2% 75K $72,437
Two Sigma Securities, LLC +18K New position 18K $17,813
Stonex Group Inc. +18K New position 18K $17,348
Blackrock, Inc. Index funds +17K +117.3% 31K $29,965
Northern Trust Corp Index funds +4,946 +48.3% 15K $14,655
Xtx Topco Ltd +1,983 +15.1% 15K $14,584

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Geode Capital Management, LLC Index funds −40K −32.4% 83K $79,872
UBS Group AG −15K −97.9% 326 $315
Renaissance Technologies LLC Hedge fund −13K Sold out 0 —
Tower Research Capital LLC (TRC) −6,717 −74.2% 2,335 $2,253
Advisory Services Network, LLC −91 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Bank Of America Corp 250K $241,250
Citigroup Inc 56K $53,918
Two Sigma Securities, LLC 18K $17,813
Stonex Group Inc. 18K $17,348

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Renaissance Technologies LLCHedge fund 13K $12,552
Advisory Services Network, LLC 91 $91

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
13
Ten largest holders
99.5%
of 13F-reported shares
Index fund managers
38.5%
of 13F-reported shares
Active managers and hedge funds
0.0%
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 0 1 0 1 −13K −100.0%
Index fund managers 3 1 0 0 +15K +6.9%
Other institutions 5 3 4 1 +322K +859.2%

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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