undamentalytics Newsletter

ONE Gas, Inc.: which funds bought and sold

Institutions that bought and sold ONE Gas 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, 234 institutions that filed 13F reports for both quarters added to or opened positions in ONE Gas, and 157 cut or closed them. Together they added a net 1.4M shares, +2.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 93K shares (−0.6%); index fund managers were net buyers of 925K shares (+4.1%). 53 opened a new position and 49 sold out entirely.

Bought, Q2 2026 234 institutions, 53 of them new holders Sold, Q2 2026 157 institutions, 49 of them sold out
Net change, all compared +1.4M shares (+2.4%)
Net change, active managers −93K shares (−0.6%), 34 bought, 23 sold

Buyers versus sellers

institutions compared, 472
Active managers and hedge funds 34 bought · 23 sold · −93K
Index fund managers 8 bought · 3 sold · +925K
Other institutions 192 bought · 131 sold · +538K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
AQR Capital Management LLC Hedge fund +614K +121.3% 1.1M $86.3M
Energy Income Partners, LLC +433K +32.5% 1.8M $136M
Geode Capital Management, LLC Index funds +377K +23.8% 2.0M $151M
Exoduspoint Capital Management, LP Hedge fund +373K +146.3% 627K $48.3M
Point72 Asset Management, L.P. Hedge fund +246K +167.8% 393K $30.3M
State Street Corp Index funds +232K +7.6% 3.3M $252M
First Eagle Investment Management, LLC Active manager +214K +199.8% 322K $24.8M
FMR LLC Active manager +184K +170.9% 291K $22.5M
American Century Companies Inc Active manager +168K +5.0% 3.5M $273M
Crossmark Global Holdings, Inc. +148K +5065.3% 151K $11.7M
Freestone Grove Partners LP Hedge fund +148K +1088.5% 162K $12.4M
Morgan Stanley +139K +15.7% 1.0M $78.8M
Cerity Partners LLC +132K +395.4% 166K $12.8M
Vanguard Portfolio Management LLC Index funds +126K +3.5% 3.7M $286M
Northern Trust Corp Index funds +116K +16.0% 845K $65.1M
Cbre Investment Management Listed Real Assets LLC +112K +30.3% 484K $37.3M
Renaissance Technologies LLC Hedge fund +111K New position 111K $8.5M
Lighthouse Investment Partners, LLC Hedge fund +95K New position 95K $7.3M
Campbell & Co Investment Adviser LLC +87K +782.5% 98K $7.6M
Natixis +84K +1295.4% 91K $7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wellington Management Group LLP Active manager −2.0M −75.0% 650K $50.1M
Nuveen, LLC −306K −43.4% 399K $30.7M
Deutsche Bank Ag\ −287K −76.8% 87K $6.7M
Man Group PLC Hedge fund −154K −83.5% 31K $2.4M
Squarepoint Ops LLC Hedge fund −141K −46.3% 163K $12.6M
Goldman Sachs Group Inc −138K −14.6% 807K $62.2M
Clearbridge Investments, LLC Active manager −99K Sold out 0 —
Jane Street Group, LLC −80K −96.5% 2,893 $222,964
Two Sigma Investments, LP Hedge fund −79K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −72K −8.3% 794K $61.2M
SG Americas Securities, LLC −69K −86.5% 11K $825,000
UBS Group AG −68K −30.7% 154K $11.9M
Voloridge Investment Management, LLC Hedge fund −62K Sold out 0 —
Susquehanna Portfolio Strategies, LLC −50K −70.8% 21K $1.6M
Earnest Partners LLC Active manager −43K −3.7% 1.1M $85.6M
Panagora Asset Management Inc Active manager −41K −62.8% 24K $1.9M
Boston Trust Walden Corp −41K −3.8% 1.0M $80.6M
Sei Investments Co −39K −49.5% 40K $3.1M
HSBC Holdings PLC −39K Sold out 0 —
Allianz Asset Management Gmbh −37K −45.8% 43K $3.7M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Renaissance Technologies LLCHedge fund 111K $8.5M
Lighthouse Investment Partners, LLCHedge fund 95K $7.3M
Jupiter Asset Management LtdActive manager 55K $4.2M
Quantbot Technologies LPHedge fund 54K $4.2M
Johnson Investment Counsel Inc 32K $2.4M
Quadrature Capital LtdHedge fund 23K $1.8M
Brevan Howard Capital Management LPHedge fund 18K $1.4M
Balyasny Asset Management L.P.Hedge fund 17K $1.3M
Fox Run Management, L.L.C. 14K $1.1M
Savant Capital, LLC 12K $930,192

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Clearbridge Investments, LLCActive manager 99K $8.5M
Two Sigma Investments, LPHedge fund 79K $6.8M
Voloridge Investment Management, LLCHedge fund 62K $5.3M
HSBC Holdings PLC 39K $3.3M
Dynamic Technology Lab Private Ltd 19K $1.6M
Inceptionr LLC 16K $1.4M
Ontario Teachers Pension Plan Board 13K $1.1M
Capstone Investment Advisors, LLCHedge fund 10K $867,760
Aquatic Capital Management LLC 7,159 $616,605
Polymer Capital Management (US) LLC 6,783 $584,220

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
427
Ten largest holders
52.4%
of 13F-reported shares
Index fund managers
40.2%
of 13F-reported shares
Active managers and hedge funds
28.2%
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 34 23 10 5 −93K −0.6%
Index fund managers 8 3 0 0 +925K +4.1%
Other institutions 192 131 43 44 +538K +3.2%

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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