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CBZInstitutional Flow
Period: 2025-12-31 · 25 managers with activity
-0.20
NEUTRAL
Confidence: 100%
New Positions
2
Increased
8
Decreased
12
Exited
3
Quarterly Flow History
2024-03
-0.19
27m
2024-06
+0.04
25m
2024-09
+0.27
30m
2024-12
-0.10
29m
2025-03
+0.20
25m
2025-06
+0.25
24m
2025-09
-0.04
25m
2025-12
-0.23
26m
Accumulating (10)
| Manager | Action | Shares | Value |
|---|---|---|---|
| DE Shaw | NEW POSITION | 37K | $1.9B |
| Balyasny | NEW POSITION | 20K | $1.0B |
| Wellington | INCREASED | 441K+21% | $22.2B |
| ExodusPoint | INCREASED | 99K+242% | $5.0B |
| Marshall Wace | INCREASED | 39K+1142% | $2.0B |
| Invesco | INCREASED | 63K+34% | $3.2B |
| Franklin Templeton | INCREASED | 14K+2531% | $723.5M |
| Geode Capital | INCREASED | 158K+8% | $8.0B |
| First Eagle | INCREASED | 12K+266% | $597.2M |
| Northern Trust | INCREASED | 48K+4% | $2.4B |
Distributing (15)
| Manager | Action | Shares | Prev Value |
|---|---|---|---|
| Brevan Howard | EXITED | 0-100% | — |
| Schonfeld | EXITED | 0-100% | — |
| William Blair | EXITED | 0-100% | — |
| Durable Capital | DECREASED | 1.6M-58% | $82.3B |
| Citadel | DECREASED | 4K-94% | $222.0M |
| Millennium | DECREASED | 32K-69% | $1.6B |
| BlackRock | DECREASED | 63-100% | $3.2M |
| Mawer | DECREASED | 97K-24% | $4.9B |
| Capital Research | DECREASED | 2.9M-0% | $147.0B |
| AQR Capital | DECREASED | 35-99% | $1.8M |
| State Street | DECREASED | 1.1M-1% | $58.0B |
| Gotham Asset | DECREASED | 5K-46% | $266.8M |
| WCM | DECREASED | 275K-2% | $14.1B |
| Capital World | DECREASED | 920K-0% | $46.4B |
| Neuberger Berman (Eisman) | DECREASED | 5K-2% | $274.7M |
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →