Which funds own OGS
One Gas Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $53m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 2
- at least, of 91 current
- Combined value
- $53m
- as reported
- Opened
- 1
- new this quarter
- Added to
- 1
- already held
- Trimmed or sold out
- 1
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $48m | 0.3% | 627,285 | +$26m+372,573 | Added |
| Quantbot Technologies LP Quantitative · $2.5bn book | $4.2m | 0.2% | 54,035 | opened54,035 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Two Sigma Investments LP · Quantitative$6.8m held before
Ownership through time
At least 9 of the 95 managers whose filings are on file listed OGS in Q2 2026, against 5 in Q1 2014. 1 manager more than in Q1 2026: 1 started a position; 1 listed it again; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q1 2014: 5
- Q2 2014: 5
- Q3 2014: 4
- Q4 2014: 3
- Q1 2015: 3
- Q2 2015: 1
- Q3 2015: 2
- Q4 2015: 2
- Q1 2016: 3
- Q2 2016: 4
- Q3 2016: 3
- Q4 2016: 4
- Q1 2017: 3
- Q2 2017: 3
- Q3 2017: 3
- Q4 2017: 3
- Q1 2018: 3
- Q2 2018: 2
- Q3 2018: 4
- Q4 2018: 5
- Q1 2019: 4
- Q2 2019: 4
- Q3 2019: 6
- Q4 2019: 4
- Q1 2020: 4
- Q2 2020: 4
- Q3 2020: 2
- Q4 2020: 2
- Q1 2021: 3
- Q2 2021: 4
- Q3 2021: 2
- Q4 2021: 5
- Q1 2022: 7
- Q2 2022: 8
- Q3 2022: 8
- Q4 2022: 4
- Q1 2023: 5
- Q2 2023: 7
- Q3 2023: 8
- Q4 2023: 8
- Q1 2024: 9
- Q2 2024: 6
- Q3 2024: 8
- Q4 2024: 5
- Q1 2025: 8
- Q2 2025: 10
- Q3 2025: 9
- Q4 2025: 7
- Q1 2026: 8
- Q2 2026: 9
- Q1 2014: $106m
- Q2 2014: $82m
- Q3 2014: $75m
- Q4 2014: $55m
- Q1 2015: $57m
- Q2 2015: $3.5m
- Q3 2015: $195m
- Q4 2015: $225m
- Q1 2016: $276m
- Q2 2016: $334m
- Q3 2016: $324m
- Q4 2016: $351m
- Q1 2017: $363m
- Q2 2017: $372m
- Q3 2017: $399m
- Q4 2017: $385m
- Q1 2018: $307m
- Q2 2018: $347m
- Q3 2018: $408m
- Q4 2018: $391m
- Q1 2019: $455m
- Q2 2019: $458m
- Q3 2019: $428m
- Q4 2019: $370m
- Q1 2020: $329m
- Q2 2020: $301m
- Q3 2020: $263m
- Q4 2020: $292m
- Q1 2021: $291m
- Q2 2021: $284m
- Q3 2021: $4.1m
- Q4 2021: $20m
- Q1 2022: $350m
- Q2 2022: $317m
- Q3 2022: $109m
- Q4 2022: $58m
- Q1 2023: $87m
- Q2 2023: $94m
- Q3 2023: $114m
- Q4 2023: $92m
- Q1 2024: $250m
- Q2 2024: $231m
- Q3 2024: $354m
- Q4 2024: $249m
- Q1 2025: $320m
- Q2 2025: $493m
- Q3 2025: $558m
- Q4 2025: $409m
- Q1 2026: $380m
- Q2 2026: $215m
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- ExodusPoint Capital Management LP254,712 to 627,285 shares+$29m
- Freestone Grove Partners LP13,589 to 161,501 shares+$11m
- Quantbot Technologies LPnew: 54,035 shares+$4.2m
- First Eagle Investment Management LLC107,264 to 160,764 shares+$4.1m
- Winton Group Ltd15,807 to 17,683 shares+$145k
Largest decreases, by shares
- AllianceBernstein LP1,515,835 to 1,484,889 shares-$2.7m
- GAMCO Investors Inc39,712 to 38,960 shares-$58k
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| AllianceBernstein LP | Q2 2025 | $138m | $128m | |
| ExodusPoint Capital Management LP | Q4 2021 | $48m | $48m | |
| Freestone Grove Partners LP | Q1 2025 | $12m | $12m | |
| First Eagle Investment Management LLC | Q3 2024 | $12m | $12m | |
| Holocene Advisors LP | Q4 2018 | $4.2m | $4.2m | |
| Quantbot Technologies LP | Q4 2016 | $4.2m | $4.2m | |
| GAMCO Investors Inc | Q1 2014 | $6.2m | $3.0m | |
| PDT Partners LLC | Q2 2014 | $3.7m | $1.7m | |
| Winton Group Ltd | Q3 2018 | $29m | $1.4m | |
| T. Rowe Price Associates Inc | Q3 2015 | $402m | last listed Q2 2022 | |
| Wellington Management Group LLP | Q1 2024 | $339m | last listed Q1 2026 | |
| AQR Capital Management LLC | Q1 2014 | $54m | last listed Q3 2023 | |
| MFS Investment Management | Q1 2022 | $54m | last listed Q1 2025 | |
| Capital World Investors | Q1 2014 | $51m | last listed Q1 2015 | |
| Squarepoint Ops LLC | Q1 2020 | $46m | last listed Q3 2025 | |
| Janus Henderson Group Ltd | Q2 2022 | $41m | last listed Q3 2022 | |
| Neuberger Berman Group LLC | Q1 2014 | $41m | last listed Q1 2014 | |
| Balyasny Asset Management LLC | Q4 2023 | $31m | last listed Q4 2023 | |
| Verition Fund Management LLC | Q3 2019 | $30m | last listed Q3 2025 |
What OGS is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around OGS →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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