undamentalytics Newsletter

Rithm Capital Corp.: which funds bought and sold

Institutions that bought and sold Rithm 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, 232 institutions that filed 13F reports for both quarters added to or opened positions in Rithm Capital, and 247 cut or closed them. Together they sold a net 12.8M shares, −3.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 5.9M shares (−13.5%); index fund managers were net sellers of 862K shares (−0.5%). 51 opened a new position and 68 sold out entirely.

Bought, Q2 2026 232 institutions, 51 of them new holders Sold, Q2 2026 247 institutions, 68 of them sold out
Net change, all compared −12.8M shares (−3.8%)
Net change, active managers −5.9M shares (−13.5%), 16 bought, 24 sold

Buyers versus sellers

institutions compared, 567
Active managers and hedge funds 16 bought · 24 sold · −5.9M
Index fund managers 4 bought · 6 sold · −862K
Other institutions 212 bought · 217 sold · −6.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Wellington Management Group LLP Active manager +1.5M +14.4% 11.6M $109M
Jpmorgan Chase & Co +1.4M +78.0% 3.2M $30.4M
Amundi +1.1M +1611.2% 1.1M $10.6M
Stansberry Asset Management, LLC +912K +170.6% 1.4M $13.6M
Victory Capital Management Inc Active manager +718K +29.8% 3.1M $29.4M
Evergreen Capital Management LLC +567K +66.0% 1.4M $13.4M
Bluecrest Capital Management Ltd Hedge fund +562K +37.8% 2.0M $19.2M
Price T Rowe Associates Inc Active manager +498K +30.2% 2.1M $20.1M
Holocene Advisors, LP Hedge fund +448K +490.8% 539K $5.1M
Invesco Ltd. +435K +25.5% 2.1M $20.1M
UBS Group AG +434K +8.7% 5.4M $51M
Susquehanna International Group, LLP +433K +109.5% 828K $7.8M
Macquarie Group Ltd +413K +50.2% 1.2M $11.6M
Nomura Asset Management International Inc. +413K +43.3% 1.4M $12.8M
Jump Financial, LLC +359K +226.9% 517K $4.9M
Squarepoint Ops LLC Hedge fund +274K New position 274K $2.6M
Osaic Holdings, Inc. +273K +95.9% 558K $5.2M
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main +264K New position 264K $2.5M
Intech Investment Management LLC Active manager +255K +292.1% 342K $3.2M
Cambridge Investment Research Advisors, Inc. +254K +106.2% 494K $4.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Conversant Capital LLC −2.5M Sold out 0 —
Nomura Holdings Inc −2.5M −85.8% 409K $3.8M
FMR LLC Active manager −2.4M −78.2% 654K $6.1M
Balyasny Asset Management L.P. Hedge fund −2.1M −47.5% 2.3M $21.8M
Goldman Sachs Group Inc −1.9M −39.6% 2.9M $27.2M
Northern Right Capital Management, L.P. −1.4M Sold out 0 —
Algert Global LLC Hedge fund −1.3M Sold out 0 —
Franklin Resources Inc Active manager −1.2M −66.5% 607K $5.7M
Voloridge Investment Management, LLC Hedge fund −1.2M −40.6% 1.7M $15.9M
Columbus Macro, LLC −984K Sold out 0 —
Envestnet Asset Management Inc −973K −91.1% 95K $892,479
Cetera Investment Advisers −926K −64.0% 521K $4.9M
Blackrock, Inc. Index funds −836K −1.2% 70.9M $666M
Nuveen, LLC −832K −50.2% 825K $7.7M
Mackenzie Financial Corp −607K −74.3% 210K $2M
Exoduspoint Capital Management, LP Hedge fund −477K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −355K −14.3% 2.1M $20.1M
Peak6 LLC −303K Sold out 0 —
Emg Holdings, L.P. −300K Sold out 0 —
AQR Capital Management LLC Hedge fund −296K −34.9% 553K $5.2M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Conversant Capital LLC 2.5M $23.7M
Northern Right Capital Management, L.P. 1.4M $13.3M
Algert Global LLCHedge fund 1.3M $12M
Columbus Macro, LLC 984K $9.3M
Exoduspoint Capital Management, LPHedge fund 477K $4.5M
Peak6 LLC 303K $2.9M
Emg Holdings, L.P. 300K $2.8M
Massachusetts Financial Services CoActive manager 204K $1.9M
Northcoast Asset Management LLC 186K $1.8M
Bramshill Investments, LLC 142K $1.3M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
508
Ten largest holders
58.9%
of 13F-reported shares
Index fund managers
51.9%
of 13F-reported shares
Active managers and hedge funds
11.6%
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 16 24 4 11 −5.9M −13.5%
Index fund managers 4 6 0 0 −862K −0.5%
Other institutions 212 217 47 57 −6.0M −5.1%

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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