IMSRW

HCM II Acquisition Corp - 29 Cross-source read
IndustrialsUSCUSIP 881454110

Among active 13F managers last quarter, 2 opened and 3 added, while 3 reduced; the largest holder to move was LMR Partners LLP (+17%). No open-market insider trades in the last 180 days.

Tracked 13F holders
22
7 in Q2 2026 filings
13F value (tracked)
$28.4M
13F moves · latest Q
5 added
3 reduced
Insider net · 180d
$0
0 buying · 0 selling
Smart-money sentimentBullish
Net sellingNet buying

5 adding vs 3 trimming; no open-market insider net.

Who owns IMSRW?

22 tracked 13F filers · ranked by shares held

22 tracked 13F filers disclose a position in IMSRW as of the latest SEC 13F filings, a combined $28.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1LMR Partners LLP3.3M
$8.7M
+17%
Added · +497K sh
Q1 2026
2Hudson Bay Capital Management LP1.3M
$3.4M
+427%
Added · +1.1M sh
Q1 2026
3Peak6 LLC1.2M
$4.2M
+4.2%
Added · +50K sh
Q2 2026
4Cantor Fitzgerald, L. P.1.1M
$2.8M
−58%
Reduced · −1.5M sh
Q1 2026
5Caption Management, LLC865K
$2.2M
+7.3%
Added · +59K sh
Q1 2026
6Aristeia Capital, L.L.C.735K
$1.9M
+263%
Added · +533K sh
Q1 2026
7Magnetar Financial LLC723K
$2.4M
−7.3%
Reduced · −57K sh
Q2 2026
8Boothbay Fund Management, LLC390K
Withheld
New
+390K sh
Q1 2026
9Morgan Stanley281K
$727K
−18%
Reduced · −62K sh
Q1 2026
10Linden Advisors LP195K
$500K
Held
Q1 2026
11Arosa Capital Management LP175K
$453K
−36%
Reduced · −100K sh
Q1 2026
12Periscope Capital Inc.153K
$418K
Held
Q2 2026
13CastleKnight Management LP73K
$190K
Held
Q1 2026
14Walleye Capital LLC53K
$178K
−62%
Reduced · −87K sh
Q2 2026
15Alberta Investment Management Corp50K
$169K
Held
Q2 2026
16Balyasny Asset Management L.P.41K
$105K
−81%
Reduced · −173K sh
Q1 2026
17Stoic Point Capital Management LLC13K
$45K
Held
Q2 2026
18Clear Street Group Inc.10K
$34K
Held
Q2 2026
19Advisory Services Network, LLC6K
$16K
New
+6K sh
Q1 2026
20Rockefeller Capital Management L.P.6K
$16K
New
+6K sh
Q1 2026
21Federation des caisses Desjardins du Quebec2K
$5K
New
+2K sh
Q1 2026
22Osaic Holdings, Inc.600
$2K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is IMSRW being bought or sold by institutions?

Last quarter, 2 funds opened a new position in IMSRW and 3 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds, first position
Added
3
funds, existing position
Reduced
3
funds, still holding
Largest positions that changed · ranked by position value

Funds that own IMSRW also own

CompanyCo-held byCombined value
CANTOR EQUITY PARTNERS-CL ACEPF10 funds$48.6M
AMERICAN EXCEPTIONALISM-CL AAEXA9 funds$46.2M
D. BORAL ARC ACQUISIT - CL ABCAR9 funds$43.6M
BLUE ACQUISITION CORP-RTSBACCR9 funds$2.6M
WARNER BROS DISCOVERY INCWBD8 funds$1.1B
META PLATFORMS INC-CLASS AMETA8 funds$888.8M
MICROSOFT CORPMSFT8 funds$824.7M
NORFOLK SOUTHERN CORPNSC8 funds$783.2M
MICRON TECHNOLOGY INCMU8 funds$622.3M
UNITEDHEALTH GROUP INCUNH8 funds$369.9M
AES CORPAES8 funds$244.6M
LIBERTY BROADBAND-CLBRDK8 funds$174.2M

Ranked by how many of IMSRW's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F

SourceBuyingSellingNet
13F funds
Latest quarterly filings
56
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
IMSRW is in Industrials, which smart money is rotating OUT OF
$1.1B

Capital Rotation reports where institutional capital DISCLOSED rotating, as of the latest public SEC 13F filings. It is DATA, NOT investment advice, a recommendation, or a prediction. Filings lag ~45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

7 funds+6 since Q3 2025
01224Q3 2025Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $7.4M

Share classes

Class13F holdersValue held
IMSRStock85 funds$103.4M
IMSRWthis pageStock22 funds$30.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in IMSRW

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/IMSRW/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for IMSRW.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IMSRW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.