SWStonkWhisper

SGRYInstitutional Flow

Period: 2026-03-31 · 17 managers with reported activity

FundFlow Score
+0.41
New Positions
2
Increased
10
Decreased / Exited
5

SGRY institutional flow for the 2026-03-31 13F reporting period: 17 institutional managers filed activity, with 2 opening new positions and 10 increasing existing holdings (71% bullish). 4 reduced positions and 1 fully exited (29% bearish). FundFlow score: +0.41 — signaling institutional accumulation 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 SGRY.

Quarterly Flow History

2024-09
-0.24
29m
2024-12
+0.15
26m
2025-03
+0.07
28m
2025-06
+0.41
27m
2025-09
-0.17
24m
2025-12
-0.33
24m
2026-03
+0.41
17m
2026-06
+1.00
1m

Accumulating (12)

ManagerActionSharesValue
TudorNEW POSITION270K$3.2B
AristeiaNEW POSITION24K$285.9M
PentwaterINCREASED12.7M+27%$150.8B
CitadelINCREASED887K+689%$10.6B
Man GroupINCREASED947K+188%$11.3B
State StreetINCREASED2.0M+4%$23.3B
InvescoINCREASED169K+19%$2.0B
MillenniumINCREASED225K+12%$2.7B
Geode CapitalINCREASED271K+8%$3.2B
Northern TrustINCREASED4K+12389%$52.1M
Hudson BayINCREASED608K+0%$7.2B
Marshall WaceINCREASED7K+46%$78.5M

Distributing (5)

ManagerActionSharesPrev Value
American CenturyEXITED0-100%
Glenview CapitalDECREASED1.8M-53%$21.5B
ClearBridgeDECREASED4.1M-3%$49.1B
GabelliDECREASED101K-44%$1.2B
DFADECREASED197K-7%$2.3B
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →