undamentalytics Newsletter

Neostellar Capital Corp.: which funds bought and sold

Institutions that bought and sold Neostellar Capital 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, 40 institutions that filed 13F reports for both quarters added to or opened positions in Neostellar Capital, and 34 cut or closed them. Together they added a net 1.4M shares, +25.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 101K shares (+4.5%); index fund managers were net sellers of 2,202 shares (−1.8%). 18 opened a new position and 11 sold out entirely.

Bought, Q2 2026 40 institutions, 18 of them new holders Sold, Q2 2026 34 institutions, 11 of them sold out
Net change, all compared +1.4M shares (+25.9%)
Net change, active managers +101K shares (+4.5%), 7 bought, 8 sold

Buyers versus sellers

institutions compared, 89
Active managers and hedge funds 7 bought · 8 sold · +101K
Index fund managers 0 bought · 1 sold · −2,202
Other institutions 33 bought · 25 sold · +1.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Thomas J. Herzfeld Advisors, Inc. +756K +2324.5% 788K $9.9M
Kingsview Wealth Management, LLC +299K +112.7% 564K $7.1M
Two Sigma Investments, LP Hedge fund +146K +270.4% 200K $2.5M
Lazard Asset Management LLC Active manager +112K New position 112K $1.4M
Wealth Enhancement Advisory Services, LLC +91K New position 91K $1M
Balyasny Asset Management L.P. Hedge fund +87K New position 87K $1.1M
Susquehanna International Group, LLP +53K New position 53K $658,864
Connor, Clark & Lunn Investment Management Ltd. +44K New position 44K $545,753
Millennium Management LLC Hedge fund +43K New position 43K $543,195
Jane Street Group, LLC +40K +20.3% 237K $3M
Mangrove Partners Im, LLC Hedge fund +27K +57.5% 73K $919,822
Osaic Holdings, Inc. +25K +685.2% 29K $364,651
Brookwood Investment Group LLC +21K New position 21K $263,340
De Lisle Partners LLP +20K New position 20K $250,800
Perigon Wealth Management, LLC +17K New position 17K $208,164
Point72 Asset Management, L.P. Hedge fund +16K New position 16K $205,004
Wells Fargo & Company +13K +31.6% 56K $701,182
Tactive Advisors, LLC +12K +66.5% 30K $380,103
Xtx Topco Ltd +10K +27.9% 46K $582,746
LPL Financial LLC +6,226 +3.1% 209K $2.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
J. Goldman & Co LP Hedge fund −121K Sold out 0 —
Gabelli Funds LLC Active manager −77K −5.9% 1.2M $15.4M
Acadian Asset Management LLC Active manager −71K Sold out 0 —
Intrinsic Edge Capital Management LLC −41K Sold out 0 —
Invesco Ltd. −25K −38.2% 41K $508,710
Intrepid Family Office LLC −25K −20.0% 100K $1.3M
Citadel Advisors LLC Hedge fund −23K Sold out 0 —
Squarepoint Ops LLC Hedge fund −22K Sold out 0 —
Coastal Bridge Advisors, LLC −11K Sold out 0 —
Hillsdale Investment Management Inc. −11K −36.8% 19K $237,006
Trexquant Investment LP Hedge fund −11K −32.4% 22K $279,316
Franklin Resources Inc Active manager −9,778 −3.3% 291K $3.6M
HRT Financial LP −6,184 −36.9% 11K $132,000
Marex Group Ltd −6,001 −37.5% 10K $125,400
Stratos Wealth Partners, Ltd. −4,372 −8.4% 48K $596,189
Mgo One Seven LLC −3,727 −1.4% 258K $3.2M
Harbor Capital Advisors, Inc. −3,623 −7.1% 47K $592,000
Byrne Asset Management LLC −2,890 −12.0% 21K $265,221
UBS Group AG −2,545 −8.0% 29K $368,274
Blackrock, Inc. Index funds −2,202 −2.4% 88K $1.1M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Lazard Asset Management LLCActive manager 112K $1.4M
Balyasny Asset Management L.P.Hedge fund 87K $1.1M
Wealth Enhancement Advisory Services, LLC 91K $1M
Susquehanna International Group, LLP 53K $658,864
Connor, Clark & Lunn Investment Management Ltd. 44K $545,753
Millennium Management LLCHedge fund 43K $543,195
Brookwood Investment Group LLC 21K $263,340
De Lisle Partners LLP 20K $250,800
Perigon Wealth Management, LLC 17K $208,164
Point72 Asset Management, L.P.Hedge fund 16K $205,004

Sold out

largest by value
InstitutionSharesValue March 31, 2026
J. Goldman & Co LPHedge fund 121K $1.3M
Acadian Asset Management LLCActive manager 71K $762,000
Intrinsic Edge Capital Management LLC 41K $436,582
Citadel Advisors LLCHedge fund 23K $243,963
Squarepoint Ops LLCHedge fund 22K $237,462
Coastal Bridge Advisors, LLC 11K $120,745
Evolution Wealth Management Inc. 100 $1,071
Osbon Capital Management LLC 72 $771
Mai Capital Management 54 $579
Destiny Wealth Partners, LLC 52 $559

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
78
Ten largest holders
70.4%
of 13F-reported shares
Index fund managers
1.8%
of 13F-reported shares
Active managers and hedge funds
34.8%
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 7 8 4 4 +101K +4.5%
Index fund managers 0 1 0 0 −2,202 −1.8%
Other institutions 33 25 14 7 +1.3M +43.1%

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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