CMC Commercial Metals Company

NYSE
$64.50

Commercial Metals Company (CMC) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
+38.46
27 buyers / 12 sellers
STRONG BUYING
Funds compared
39
funds with comparable CMC positions
32 current holders · 19 prior-quarter holders
Net share change
+1.44M
+2.63M added, -1.19M cut
Position activity
20 new 7 increased 5 reduced 7 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Point72 Asset Management, L.P. New +550.0K $34.5M 0.1% 64
Bridgewater Associates Quant Macro Sold Out -37.5K -100.0% $2.4M 0.0% 63
Farallon Capital Management Event Value New +67.0K $4.2M 0.0% 62
RENAISSANCE TECHNOLOGIES LLC Quant Sold Out -58.6K -100.0% $3.7M 0.0% 60
Balyasny Asset Management L.P. New +121.3K $7.6M 0.0% 59
Squarepoint Ops LLC Quant New +301.5K $18.9M 0.0% 59
MARSHALL WACE, LLP Long/Short Sold Out -19.3K -100.0% $1.2M 0.0% 58
ExodusPoint Capital Management Long/Short Quant New +236.5K $14.8M 0.1% 57
Verition Fund Management Event Long/Short Sold Out -22.0K -100.0% $1.4M 0.0% 56
Holocene Advisors, LP New +10.4K $654.9K 0.0% 56

Most significant buyers

By move score, not size.

  • Point72 Asset Management, L.P. New · +550.0K
  • Farallon Capital Management New · +67.0K
  • Balyasny Asset Management L.P. New · +121.3K
  • Squarepoint Ops LLC New · +301.5K
  • ExodusPoint Capital Management New · +236.5K

Most significant sellers

By move score, not size.

  • Bridgewater Associates Sold Out · -37.5K
  • RENAISSANCE TECHNOLOGIES LLC Sold Out · -58.6K
  • MARSHALL WACE, LLP Sold Out · -19.3K
  • Verition Fund Management Sold Out · -22.0K
  • Caxton Associates Sold Out · -41.0K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Point72 Asset Management, L.P. 1 550.0K 0 +550.0K 0.1% New 64
Bridgewater Associates 1 0 37.5K -37.5K -100.0% 0.0% Sold Out 63
Farallon Capital Management 1 67.0K 0 +67.0K 0.0% New 62
RENAISSANCE TECHNOLOGIES LLC 1 0 58.6K -58.6K -100.0% 0.0% Sold Out 60
Balyasny Asset Management L.P. 2 121.3K 0 +121.3K 0.0% New 59
Squarepoint Ops LLC 2 301.5K 0 +301.5K 0.0% New 59
MARSHALL WACE, LLP 2 0 19.3K -19.3K -100.0% 0.0% Sold Out 58
ExodusPoint Capital Management 3 236.5K 0 +236.5K 0.1% New 57
Verition Fund Management 2 0 22.0K -22.0K -100.0% 0.0% Sold Out 56
Holocene Advisors, LP 2 10.4K 0 +10.4K 0.0% New 56
Hudson Bay Capital Management 3 38.3K 0 +38.3K 0.0% New 55
Caxton Associates 3 0 41.0K -41.0K -100.0% 0.0% Sold Out 55
Capstone Investment Advisors 3 22.2K 0 +22.2K 0.0% New 55
LMR Partners 3 26.7K 0 +26.7K 0.0% New 55
Quadrature Capital 3 64.5K 0 +64.5K 0.0% New 55
Magnetar Capital 2 14.4K 0 +14.4K 0.0% New 54
ADAGE CAPITAL PARTNERS GP, L.L.C. 2 543.5K 250.0K +293.5K +117.4% 0.0% Increased 54
CITADEL ADVISORS LLC 1 198.0K 88.3K +109.7K +124.3% 0.0% Increased 54
Tudor Investment Corporation 2 5.4K 0 +5.4K 0.0% New 53
Qube Research & Technologies Ltd 2 905.1K 333.2K +572.0K +171.7% 0.1% Increased 53
TWO SIGMA INVESTMENTS, LP 2 39.4K 19.6K +19.8K +100.9% 0.0% Increased 53
Edgestream Partners 4 0 154.2K -154.2K -100.0% 0.0% Sold Out 52
Jain Global 3 5.6K 0 +5.6K 0.0% New 52
Graham Capital Management 3 37.1K 0 +37.1K 0.1% New 52
Y-Intercept 4 0 125.0K -125.0K -100.0% 0.0% Sold Out 51
Schonfeld Strategic Advisors 3 13.8K 0 +13.8K 0.0% New 51
Engineers Gate 4 41.7K 0 +41.7K 0.0% New 50
Boothbay Fund Management 4 3.6K 0 +3.6K 0.0% New 49
Centiva Capital 4 12.8K 0 +12.8K 0.0% New 48
Aquatic Capital Management 4 4.7K 0 +4.7K 0.0% New 48
Quantbot Technologies 4 6.5K 0 +6.5K 0.0% New 45
CenterBook Partners 4 34.7K 12.6K +22.1K +175.3% 0.1% Increased 45
Man Group 3 52.4K 201.8K -149.4K -74.1% 0.0% Reduced 42
Walleye Capital 3 1.7K 908 +758 +83.5% 0.0% Increased 41
D. E. Shaw & Co., Inc. 1 183.0K 152.6K +30.4K +19.9% 0.0% Increased 34
MILLENNIUM MANAGEMENT LLC 2 145.3K 175.8K -30.5K -17.4% 0.0% Reduced 33
AQR Capital Management 3 1.1M 1.6M -550.0K -34.2% 0.0% Reduced 32
Aristeia Capital 2 10.1K 15.0K -4.9K -32.5% 0.0% Reduced 31
Winton Group 4 4.3K 4.5K -200 -4.4% 0.0% Reduced 18

Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

Sign in or subscribe

Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.