undamentalytics Newsletter

Tronox Holdings plc: which funds bought and sold

Institutions that bought and sold Tronox Holdings 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, 127 institutions that filed 13F reports for both quarters added to or opened positions in Tronox Holdings, and 97 cut or closed them. Together they added a net 10.6M shares, +9.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 10.7M shares (+34.5%); index fund managers were net sellers of 101K shares (−0.3%). 36 opened a new position and 32 sold out entirely.

Bought, Q2 2026 127 institutions, 36 of them new holders Sold, Q2 2026 97 institutions, 32 of them sold out
Net change, all compared +10.6M shares (+9.3%)
Net change, active managers +10.7M shares (+34.5%), 29 bought, 14 sold

Buyers versus sellers

institutions compared, 263
Active managers and hedge funds 29 bought · 14 sold · +10.7M
Index fund managers 7 bought · 4 sold · −101K
Other institutions 91 bought · 79 sold · −25K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Two Sigma Investments, LP Hedge fund +1.9M +97.5% 3.9M $24.5M
Millennium Management LLC Hedge fund +1.5M +78.3% 3.5M $22M
D. E. Shaw & Co., Inc. Hedge fund +1.4M +38.9% 5.1M $31.9M
Impala Asset Management LLC +1.4M +262.3% 1.9M $12.1M
American Century Companies Inc Active manager +1.3M +48.4% 4.0M $25.4M
Dimensional Fund Advisors LP +1.2M +22.0% 6.7M $41.9M
Jump Financial, LLC +817K New position 817K $5.1M
Jpmorgan Chase & Co +810K +1425.2% 866K $5.6M
Squarepoint Ops LLC Hedge fund +691K New position 691K $4.4M
PDT Partners, LLC Hedge fund +669K +177.5% 1.0M $6.6M
UBS Group AG +664K +527.5% 790K $5M
Morgan Stanley +517K +15.3% 3.9M $24.5M
Qube Research & Technologies Ltd Hedge fund +478K New position 478K $3M
Renaissance Technologies LLC Hedge fund +464K +215.5% 679K $4.3M
Citadel Advisors LLC Hedge fund +458K +169.1% 729K $4.6M
Occudo Quantitative Strategies LP +432K New position 432K $2.7M
Y-Intercept (Hong Kong) Ltd +429K +2325.8% 448K $2.8M
Tudor Investment Corp Et Al Hedge fund +389K +40.2% 1.4M $8.5M
HRT Financial LP +359K +56.0% 1.0M $6.3M
Franklin Resources Inc Active manager +344K +48.3% 1.1M $6.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Van Lanschot Kempen Investment Management N.V. −2.5M −65.8% 1.3M $8.1M
Van Eck Associates Corp −921K −10.2% 8.1M $50.8M
Charles Schwab Investment Management Inc Index funds −834K −14.6% 4.9M $30.9M
Caption Management, LLC −831K −76.4% 256K $1.6M
Bridgeway Capital Management, LLC Active manager −794K −88.6% 103K $646,115
Highland Peak Capital, LLC −581K Sold out 0 —
Connor, Clark & Lunn Investment Management Ltd. −539K Sold out 0 —
Jane Street Group, LLC −473K −62.6% 282K $1.8M
Empowered Funds, LLC −461K −81.8% 103K $646,115
Private Capital Management, LLC −437K −25.2% 1.3M $8.2M
Shah Capital Management −423K −14.1% 2.6M $16.2M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −321K −99.7% 974 $6,136
Monaco Asset Management Sam −225K Sold out 0 —
Lighthouse Investment Partners, LLC Hedge fund −211K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −198K −4.1% 4.6M $29.3M
Goldman Sachs Group Inc −188K −14.2% 1.1M $7.2M
Aquatic Capital Management LLC −184K Sold out 0 —
Walnut Level Capital LLC −180K Sold out 0 —
Soviero Asset Management, LP −110K −18.0% 500K $3.1M
Wellington Shields Capital Management, LLC −91K −19.0% 388K $2.4M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Jump Financial, LLC 817K $5.1M
Squarepoint Ops LLCHedge fund 691K $4.4M
Qube Research & Technologies LtdHedge fund 478K $3M
Occudo Quantitative Strategies LP 432K $2.7M
Centerbook Partners LPHedge fund 335K $2.1M
Gsa Capital Partners LLP 177K $1.1M
Graham Capital Management, L.P.Hedge fund 144K $908,063
Jefferies Financial Group Inc. 132K $831,449
Dark Forest Capital Management LP 109K $686,732
Healthcare Of Ontario Pension Plan Trust Fund 83K $522,094

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
234
Ten largest holders
47.9%
of 13F-reported shares
Index fund managers
25.3%
of 13F-reported shares
Active managers and hedge funds
33.7%
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 29 14 5 6 +10.7M +34.5%
Index fund managers 7 4 0 0 −101K −0.3%
Other institutions 91 79 31 26 −25K −0.1%

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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