undamentalytics Newsletter

Select Water Solutions, Inc.: which funds bought and sold

Institutions that bought and sold Select Water Solutions 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, 125 institutions that filed 13F reports for both quarters added to or opened positions in Select Water Solutions, and 119 cut or closed them. Together they added a net 4.6M shares, +3.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.5M shares (+9.1%); index fund managers were net buyers of 4.3M shares (+17.2%). 37 opened a new position and 28 sold out entirely.

Bought, Q2 2026 125 institutions, 37 of them new holders Sold, Q2 2026 119 institutions, 28 of them sold out
Net change, all compared +4.6M shares (+3.9%)
Net change, active managers +3.5M shares (+9.1%), 25 bought, 25 sold

Buyers versus sellers

institutions compared, 286
Active managers and hedge funds 25 bought · 25 sold · +3.5M
Index fund managers 9 bought · 2 sold · +4.3M
Other institutions 91 bought · 92 sold · −3.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager +2.6M +3608.0% 2.7M $54.4M
Blackrock, Inc. Index funds +2.1M +21.7% 11.7M $234M
Nuveen, LLC +1.6M +862.2% 1.8M $35.7M
Driehaus Capital Management LLC Active manager +1.2M New position 1.2M $23.2M
Silvercrest Asset Management Group LLC +902K New position 902K $18M
Geode Capital Management, LLC Index funds +755K +30.1% 3.3M $65.2M
Raymond James Financial Inc +632K +178.3% 986K $19.7M
Cushing Asset Management, LP Dba Nxg Investment Management +600K +142.9% 1.0M $20.4M
Westwood Holdings Group Inc Active manager +592K +250.6% 828K $16.5M
State Street Corp Index funds +480K +14.4% 3.8M $76.2M
Vanguard Portfolio Management LLC Index funds +473K +31.9% 2.0M $39.1M
Two Sigma Investments, LP Hedge fund +453K +275.5% 617K $12.3M
D. E. Shaw & Co., Inc. Hedge fund +429K +969.5% 473K $9.5M
Trexquant Investment LP Hedge fund +426K +200.0% 639K $12.8M
Assenagon Asset Management S.A. +368K +182.0% 570K $11.4M
Connor, Clark & Lunn Investment Management Ltd. +364K +563.3% 429K $8.6M
Franklin Resources Inc Active manager +335K +3.1% 11.2M $224M
Invesco Ltd. +332K +33.6% 1.3M $26.4M
Yaupon Capital Management LP Hedge fund +332K New position 332K $6.6M
Rockefeller Capital Management L.P. +295K +24033.5% 296K $5.9M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Encompass Capital Advisors LLC −3.1M Sold out 0 —
Crestview Partners Ii Gp, L.P. −1.3M −32.9% 2.6M $52.3M
Citadel Advisors LLC Hedge fund −1.1M −96.6% 38K $766,433
Divisadero Street Capital Management, LP −1.1M −57.8% 802K $16M
UBS Group AG −782K −66.3% 399K $8M
Burkehill Global Management, LP Hedge fund −650K Sold out 0 —
Van Eck Associates Corp −624K −19.5% 2.6M $51.6M
Webs Creek Capital Management LP −562K −21.8% 2.0M $40.3M
SG Capital Management LLC −437K −30.8% 980K $19.6M
Atom Investors LP −348K −74.9% 116K $2.3M
Victory Capital Management Inc Active manager −343K −12.6% 2.4M $47.6M
Aventail Capital Group, LP −336K Sold out 0 —
Russell Investments Group, Ltd. −329K −18.4% 1.5M $29.1M
Alliancebernstein L.P. Active manager −295K −10.7% 2.5M $37.8M
Morgan Stanley −291K −31.0% 647K $12.9M
Royce & Associates LP Active manager −268K −12.9% 1.8M $36.2M
Penn Capital Management Company, LLC Active manager −237K −16.2% 1.2M $24.5M
Exoduspoint Capital Management, LP Hedge fund −233K −92.6% 19K $370,349
Renaissance Technologies LLC Hedge fund −211K −52.2% 193K $3.9M
Evr Research LP −210K −46.7% 240K $4.8M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Driehaus Capital Management LLCActive manager 1.2M $23.2M
Silvercrest Asset Management Group LLC 902K $18M
Yaupon Capital Management LPHedge fund 332K $6.6M
Marshall Wace, LLPHedge fund 294K $5.9M
Jennison Associates LLCActive manager 293K $5.9M
Asset Management One Co., Ltd. 267K $5.3M
Informed Momentum Co LLC 250K $5M
Credit Agricole S A 235K $4.7M
Clough Capital Partners L PHedge fund 160K $3.2M
Treasurer Of The State Of North Carolina 128K $2.6M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Encompass Capital Advisors LLC 3.1M $47.2M
Burkehill Global Management, LPHedge fund 650K $9.9M
Aventail Capital Group, LP 336K $5.1M
Covalis Capital LLP 100K $1.5M
Lombard Odier Asset Management (USA) Corp 97K $1.5M
Balyasny Asset Management L.P.Hedge fund 81K $1.2M
Millennium Management LLCHedge fund 80K $1.2M
Dynamic Technology Lab Private Ltd 56K $894,544
Aster Capital Management (Difc) Ltd 82K $861,987
Gallo Partners, LP 51K $781,662

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
262
Ten largest holders
46.1%
of 13F-reported shares
Index fund managers
24.3%
of 13F-reported shares
Active managers and hedge funds
34.9%
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 25 25 9 7 +3.5M +9.1%
Index fund managers 9 2 0 0 +4.3M +17.2%
Other institutions 91 92 28 21 −3.3M −6.2%

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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