Optimum Communications, Inc.: which funds bought and sold

Institutions that bought and sold Optimum Communications 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, 117 institutions that filed 13F reports for both quarters added to or opened positions in Optimum Communications, and 84 cut or closed them. Together they sold a net 77.5M shares, −25.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 52.2M shares (−47.7%); index fund managers were net sellers of 4.1M shares (−6.3%). 50 opened a new position and 36 sold out entirely.

Bought, Q2 2026 117 institutions, 50 of them new holders Sold, Q2 2026 84 institutions, 36 of them sold out

Net change, all compared −77.5M shares (−25.8%)

Net change, active managers −52.2M shares (−47.7%), 15 bought, 20 sold

Buyers versus sellers

institutions compared, 227

117 bought 26 84 sold

Active managers and hedge funds 15 bought · 20 sold · −52.2M

Index fund managers 7 bought · 4 sold · −4.1M

Other institutions 95 bought · 60 sold · −21.2M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Kite Lake Capital Management (UK) LLP	+11.6M +466.4%	14.1M	$20.4M
Milfam LLC	+7.2M +81.5%	15.9M	$23.1M
Bw Gestao De Investimentos Ltda.	+6.8M +414.5%	8.4M	$12.2M
Balyasny Asset Management L.P. Hedge fund	+5.4M New position	5.4M	$7.8M
Barclays PLC	+3.6M +3398.3%	3.8M	$5.4M
AQR Capital Management LLC Hedge fund	+3.4M +204.9%	5.0M	$7.3M
Senator Investment Group LP Hedge fund	+3.0M +60.0%	8.0M	$11.6M
Susquehanna International Group, LLP	+2.6M +842.1%	2.9M	$4.2M
Taconic Capital Advisors LP	+1.6M +235.6%	2.3M	$3.3M
Ursa Fund Management, LLC	+1.4M New position	1.4M	$2M
Clear Street Group Inc.	+1.0M New position	1.0M	$1.4M
Silver Rock Financial LP	+1.0M +35.7%	3.8M	$5.5M
State Street Corp Index funds	+943K +14.8%	7.3M	$10.6M
Algert Global LLC Hedge fund	+932K +442.3%	1.1M	$1.7M
Helix Partners Management LP	+820K +48.2%	2.5M	$3.7M
Geode Capital Management, LLC Index funds	+730K +11.8%	6.9M	$10M
Quinn Opportunity Partners LLC	+704K New position	704K	$1M
Caption Management, LLC	+611K New position	611K	$886,196
Jane Street Group, LLC	+595K +1290.8%	641K	$929,963
Converium Capital Inc.	+581K New position	581K	$842,888

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Balyasny Asset Management L.P. Hedge fund	+5.4M New position	5.4M	$7.8M
AQR Capital Management LLC Hedge fund	+3.4M +204.9%	5.0M	$7.3M
Senator Investment Group LP Hedge fund	+3.0M +60.0%	8.0M	$11.6M
Algert Global LLC Hedge fund	+932K +442.3%	1.1M	$1.7M
Citadel Advisors LLC Hedge fund	+357K +10.9%	3.6M	$5.3M
Schonfeld Strategic Advisors LLC Hedge fund	+300K New position	300K	$435,000
Engineers Gate Manager LP Hedge fund	+256K +2392.3%	267K	$386,818
Acadian Asset Management LLC Active manager	+206K +90.2%	434K	$627,000
Man Group PLC Hedge fund	+182K New position	182K	$263,282
Verition Fund Management LLC Hedge fund	+58K +172.6%	91K	$132,008

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Deutsche Bank Ag\	−14.7M −97.2%	422K	$611,780
Hudson Bay Capital Management LP Hedge fund	−10.5M Sold out	0	—
Empyrean Capital Partners, LP Hedge fund	−10.5M −42.9%	14.0M	$6.4M
D. E. Shaw & Co., Inc. Hedge fund	−8.0M −93.8%	531K	$769,233
Goldman Sachs Group Inc	−7.8M −90.2%	847K	$1.2M
Oaktree Capital Management LP	−7.3M Sold out	0	—
Carronade Capital Management, LP Hedge fund	−6.6M Sold out	0	—
Apollo Management Holdings, L.P.	−6.1M Sold out	0	—
Nomura Holdings Inc	−5.5M −73.4%	2.0M	$2.9M
Castleknight Management LP Hedge fund	−5.4M Sold out	0	—
Loomis Sayles & Co L P Active manager	−5.1M Sold out	0	—
King Street Capital Management, L.P. Hedge fund	−4.9M −61.1%	3.1M	$4.5M
Centerbridge Partners, L.P.	−4.7M Sold out	0	—
Vanguard Portfolio Management LLC Index funds	−4.7M −49.3%	4.8M	$6.9M
Morgan Stanley	−3.7M −92.7%	292K	$423,258
Point72 Asset Management, L.P. Hedge fund	−3.1M −59.3%	2.1M	$3.1M
Redwood Capital Management, LLC	−3.0M −36.6%	5.2M	$7.5M
LMR Partners LLP Hedge fund	−2.9M Sold out	0	—
140 Summer Partners LP Hedge fund	−2.5M Sold out	0	—
Paloma Partners Management Co Hedge fund	−2.4M Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Hudson Bay Capital Management LP Hedge fund	−10.5M Sold out	0	—
Empyrean Capital Partners, LP Hedge fund	−10.5M −42.9%	14.0M	$6.4M
D. E. Shaw & Co., Inc. Hedge fund	−8.0M −93.8%	531K	$769,233
Carronade Capital Management, LP Hedge fund	−6.6M Sold out	0	—
Castleknight Management LP Hedge fund	−5.4M Sold out	0	—
Loomis Sayles & Co L P Active manager	−5.1M Sold out	0	—
King Street Capital Management, L.P. Hedge fund	−4.9M −61.1%	3.1M	$4.5M
Point72 Asset Management, L.P. Hedge fund	−3.1M −59.3%	2.1M	$3.1M
LMR Partners LLP Hedge fund	−2.9M Sold out	0	—
140 Summer Partners LP Hedge fund	−2.5M Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Balyasny Asset Management L.P.Hedge fund	5.4M	$7.8M
Ursa Fund Management, LLC	1.4M	$2M
Clear Street Group Inc.	1.0M	$1.4M
Quinn Opportunity Partners LLC	704K	$1M
Caption Management, LLC	611K	$886,196
Converium Capital Inc.	581K	$842,888
Ejf Capital LP	500K	$725,000
Vestcor Inc	500K	$725,000
Allstate Corp	386K	$559,987
Fny Investment Advisers, LLC	373K	$541,000

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Hudson Bay Capital Management LPHedge fund	10.5M	$13.7M
Oaktree Capital Management LP	7.3M	$9.5M
Carronade Capital Management, LPHedge fund	6.6M	$8.5M
Apollo Management Holdings, L.P.	6.1M	$7.9M
Castleknight Management LPHedge fund	5.4M	$7.1M
Loomis Sayles & Co L PActive manager	5.1M	$6.6M
Centerbridge Partners, L.P.	4.7M	$6.1M
LMR Partners LLPHedge fund	2.9M	$3.8M
140 Summer Partners LPHedge fund	2.5M	$3.2M
Paloma Partners Management CoHedge fund	2.4M	$3.1M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 193
Ten largest holders: 51.9%
Index fund managers: 27.3%
Active managers and hedge funds: 25.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	15	20	5	12	−52.2M	−47.7%
Index fund managers	7	4	1	0	−4.1M	−6.3%
Other institutions	95	60	44	24	−21.2M	−16.8%

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.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Optimum Communications.

Only managers that filed a holdings report for both quarters are compared (227 here). 4 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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