undamentalytics Newsletter

Mexco Energy Corp: which funds bought and sold

Institutions that bought and sold Mexco Energy 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, 4 institutions that filed 13F reports for both quarters added to or opened positions in Mexco Energy, and 6 cut or closed them. Together they sold a net 45K shares, −19.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 28K shares (+68.5%); index fund managers were net sellers of 57K shares (−48.0%). 0 opened a new position and 3 sold out entirely.

Bought, Q2 2026 4 institutions, 0 of them new holders Sold, Q2 2026 6 institutions, 3 of them sold out
Net change, all compared −45K shares (−19.8%)
Net change, active managers +28K shares (+68.5%), 1 bought, 1 sold

Buyers versus sellers

institutions compared, 16
Active managers and hedge funds 1 bought · 1 sold · +28K
Index fund managers 0 bought · 1 sold · −57K
Other institutions 3 bought · 4 sold · −16K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
First Manhattan Co. Llc. Active manager +29K +71.7% 70K $522,036
UBS Group AG +1,099 +21980.0% 1,104 $8,257
Tower Research Capital LLC (TRC) +545 +146.5% 917 $6,858
Sbi Securities Co., Ltd. +4 +40.0% 14 $105

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Northern Trust Corp Index funds −57K Sold out 0 —
Jane Street Group, LLC −12K Sold out 0 —
Dimensional Fund Advisors LP −5,009 −13.1% 33K $249,078
Acadian Asset Management LLC Active manager −701 Sold out 0 —
Morgan Stanley −199 −99.5% 1 $11
Citigroup Inc −74 −98.7% 1 $7

New positions

largest by value
InstitutionSharesValue June 30, 2026
No institution opened a new position.

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Northern Trust CorpIndex funds 57K $585,810
Jane Street Group, LLC 12K $125,399
Acadian Asset Management LLCActive manager 701 $7,000

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
34.2%
of 13F-reported shares
Active managers and hedge funds
38.5%
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 1 0 1 +28K +68.5%
Index fund managers 0 1 0 1 −57K −48.0%
Other institutions 3 4 0 1 −16K −24.3%

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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