SWStonkWhisper

BZHInstitutional Flow

Period: 2026-03-31 · 23 managers with reported activity

FundFlow Score
-0.22
New Positions
1
Increased
8
Decreased / Exited
14

BZH institutional flow for the 2026-03-31 13F reporting period: 23 institutional managers filed activity, with 1 opening new positions and 8 increasing existing holdings (39% bullish). 9 reduced positions and 5 fully exited (61% bearish). FundFlow score: -0.22 — signaling institutional distribution with 100% confidence.

FundFlow is StonkWhisper's institutional sentiment index derived from SEC 13F filings. Institutional investment managers with at least $100 million in qualifying assets under management are required to file 13F reports within 45 days of each quarter end, disclosing their long positions in U.S. equities. FundFlow aggregates these disclosures across 170+ tracked managers and produces a net conviction score for each ticker. A rising FundFlow score — especially when driven by new position opens from concentrated funds — is a leading indicator of institutional thesis formation. The interactive charts below show the full manager-level breakdown and historical flow trend for BZH.

Quarterly Flow History

2024-09
+0.17
24m
2024-12
-0.22
23m
2025-03
+0.21
28m
2025-06
-0.20
30m
2025-09
+0.08
24m
2025-12
+0.22
23m
2026-03
-0.22
23m
2026-06
-0.50
4m

Accumulating (9)

ManagerActionSharesValue
Marshall WaceNEW POSITION19K$358.4M
American CenturyINCREASED309K+114%$6.0B
State StreetINCREASED1.2M+9%$23.3B
LakewoodINCREASED778K+11%$15.0B
Two SigmaINCREASED117K+159%$2.2B
CitadelINCREASED114K+60%$2.2B
Tweedy BrowneINCREASED51K+59%$972.1M
Geode CapitalINCREASED97K+9%$1.9B
InvescoINCREASED71K+2%$1.4B

Distributing (14)

ManagerActionSharesPrev Value
ArrowstreetEXITED0-100%
JennisonEXITED0-100%
Brevan HowardEXITED0-100%
Renaissance TechEXITED0-100%
AristeiaEXITED0-100%
DE ShawDECREASED63K-44%$1.2B
MillenniumDECREASED67K-32%$1.3B
BalyasnyDECREASED165K-14%$3.2B
Franklin TempletonDECREASED16-100%$308K
CaxtonDECREASED40K-25%$762.6M
First EagleDECREASED695K-1%$13.4B
LSVDECREASED329K-1%$6.3M
DFADECREASED28K-1%$542.6M
Northern TrustDECREASED151-47%$2.9M
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →