National Cinemedia, Inc.: which funds bought and sold
Institutions that bought and sold National Cinemedia 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, 50 institutions that filed 13F reports for both quarters added to or opened positions in National Cinemedia, and 45 cut or closed them. Together they added a net 1.1M shares, +1.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.0M shares (+12.2%); index fund managers were net buyers of 483K shares (+3.3%). 13 opened a new position and 12 sold out entirely.
Bought, Q2 2026 50 institutions, 13 of them new holders Sold, Q2 2026 45 institutions, 12 of them sold out
Net change, all compared +1.1M shares (+1.4%)
Net change, active managers +3.0M shares (+12.2%), 13 bought, 4 sold
Buyers versus sellers
50 bought 20 45 sold
Active managers and hedge funds 13 bought · 4 sold · +3.0M
Index fund managers 5 bought · 4 sold · +483K
Other institutions 32 bought · 37 sold · −2.4M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Hotchkis & Wiley Capital Management LLC Active manager | +1.6M +19.7% | 9.5M | $35.9M |
| Wellington Management Group LLP Active manager | +445K +16.0% | 3.2M | $12.2M |
| Blackrock, Inc. Index funds | +423K +7.9% | 5.8M | $21.9M |
| Morgan Stanley | +307K +202.9% | 458K | $1.7M |
| First Eagle Investment Management, LLC Active manager | +252K +57.8% | 687K | $2.6M |
| Orbis Allan Gray Ltd Active manager | +176K +1.9% | 9.3M | $35.4M |
| Citadel Advisors LLC Hedge fund | +154K +123.6% | 279K | $1.1M |
| Tudor Investment Corp Et Al Hedge fund | +147K New position | 147K | $556,974 |
| Luxor Capital Group, LP Hedge fund | +140K +7.7% | 2.0M | $7.5M |
| Pacific Ridge Capital Partners, LLC | +127K +80.5% | 284K | $1.1M |
| Whitebox Advisors LLC Hedge fund | +100K +8.1% | 1.3M | $5.1M |
| Geode Capital Management, LLC Index funds | +96K +4.7% | 2.1M | $8.1M |
| Harbor Capital Advisors, Inc. | +76K +31.5% | 319K | $1.2M |
| Xtx Topco Ltd | +76K +465.0% | 92K | $350,079 |
| AQR Capital Management LLC Hedge fund | +54K +95.3% | 111K | $420,021 |
| Exoduspoint Capital Management, LP Hedge fund | +31K New position | 31K | $118,252 |
| Vanguard Portfolio Management LLC Index funds | +31K +4.9% | 664K | $2.5M |
| Wells Fargo & Company | +31K +123.0% | 56K | $212,355 |
| Evr Research LP | +30K +2.7% | 1.2M | $4.4M |
| Russell Investments Group, Ltd. | +30K +345.2% | 38K | $145,707 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Hotchkis & Wiley Capital Management LLC Active manager | +1.6M +19.7% | 9.5M | $35.9M |
| Wellington Management Group LLP Active manager | +445K +16.0% | 3.2M | $12.2M |
| First Eagle Investment Management, LLC Active manager | +252K +57.8% | 687K | $2.6M |
| Orbis Allan Gray Ltd Active manager | +176K +1.9% | 9.3M | $35.4M |
| Citadel Advisors LLC Hedge fund | +154K +123.6% | 279K | $1.1M |
| Tudor Investment Corp Et Al Hedge fund | +147K New position | 147K | $556,974 |
| Luxor Capital Group, LP Hedge fund | +140K +7.7% | 2.0M | $7.5M |
| Whitebox Advisors LLC Hedge fund | +100K +8.1% | 1.3M | $5.1M |
| AQR Capital Management LLC Hedge fund | +54K +95.3% | 111K | $420,021 |
| Exoduspoint Capital Management, LP Hedge fund | +31K New position | 31K | $118,252 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Sycale Advisors (NY) LLC | −1.5M Sold out | 0 | — |
| Zazove Associates LLC | −716K Sold out | 0 | — |
| Gratia Capital, LLC | −318K Sold out | 0 | — |
| Barclays PLC | −153K −7.1% | 2.0M | $7.6M |
| Dimensional Fund Advisors LP | −117K −5.9% | 1.9M | $7.1M |
| Goldman Sachs Group Inc | −91K −16.8% | 452K | $1.7M |
| Sei Investments Co | −85K −46.4% | 98K | $371,807 |
| Voya Investment Management LLC | −59K −10.8% | 486K | $1.8M |
| Charles Schwab Investment Management Inc Index funds | −52K −7.5% | 649K | $2.5M |
| Invesco Ltd. | −49K −33.6% | 96K | $365,176 |
| Susquehanna International Group, LLP | −45K Sold out | 0 | — |
| Squarepoint Ops LLC Hedge fund | −30K Sold out | 0 | — |
| State Street Corp Index funds | −27K −1.7% | 1.6M | $6M |
| American Century Companies Inc Active manager | −24K −16.3% | 121K | $460,210 |
| Renaissance Technologies LLC Hedge fund | −19K Sold out | 0 | — |
| Newedge Advisors, LLC | −15K −100.0% | 4 | $14 |
| Dynamic Technology Lab Private Ltd | −11K Sold out | 0 | — |
| Creative Planning | −11K −21.2% | 39K | $148,743 |
| Bank Of America Corp | −8,811 −11.8% | 66K | $251,453 |
| Two Sigma Securities, LLC | −8,704 −40.2% | 13K | $49,263 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Squarepoint Ops LLC Hedge fund | −30K Sold out | 0 | — |
| American Century Companies Inc Active manager | −24K −16.3% | 121K | $460,210 |
| Renaissance Technologies LLC Hedge fund | −19K Sold out | 0 | — |
| Intech Investment Management LLC Active manager | −2,540 −14.6% | 15K | $56,597 |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Tudor Investment Corp Et AlHedge fund | 147K | $556,974 |
| Exoduspoint Capital Management, LPHedge fund | 31K | $118,252 |
| Sequoia Financial Advisors, LLC | 16K | $59,923 |
| Abel Hall, LLC | 12K | $46,770 |
| Jmn Financial LLC | 12K | $45,896 |
| Jones Financial Companies LLLP | 8,034 | $30,128 |
| Royal Bank Of Canada | 4,898 | $18,000 |
| Arax Advisory Partners | 549 | $2,086 |
| Integrated Wealth Concepts LLC | 117 | $443 |
| Us Bancorp | 115 | $437 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Sycale Advisors (NY) LLC | 1.5M | $4.4M |
| Zazove Associates LLC | 716K | $2.4M |
| Gratia Capital, LLC | 318K | $969,900 |
| Susquehanna International Group, LLP | 45K | $137,961 |
| Squarepoint Ops LLCHedge fund | 30K | $91,061 |
| Renaissance Technologies LLCHedge fund | 19K | $59,170 |
| Dynamic Technology Lab Private Ltd | 11K | $33,956 |
| Ancora Advisors LLC | 4,720 | $14,396 |
| Summit Securities Group LLC | 625 | $1,906 |
| Quadrant Capital Group LLC | 540 | $1,647 |
Who holds the shares
- Institutions reporting
- 107
- Ten largest holders
- 78.6% of 13F-reported shares
- Index fund managers
- 18.2% of 13F-reported shares
- Active managers and hedge funds
- 32.7% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 13 | 4 | 2 | 2 | +3.0M | +12.2% |
| Index fund managers | 5 | 4 | 0 | 0 | +483K | +3.3% |
| Other institutions | 32 | 37 | 11 | 10 | −2.4M | −5.5% |