SWStonkWhisper

SMGInstitutional Flow

Period: 2026-03-31 · 29 managers with reported activity

FundFlow Score
+0.31
New Positions
5
Increased
14
Decreased / Exited
10

SMG institutional flow for the 2026-03-31 13F reporting period: 29 institutional managers filed activity, with 5 opening new positions and 14 increasing existing holdings (66% bullish). 8 reduced positions and 2 fully exited (34% bearish). FundFlow score: +0.31 — 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 SMG.

Quarterly Flow History

2024-09
+0.15
26m
2024-12
-0.07
28m
2025-03
+0.20
30m
2025-06
-0.15
33m
2025-09
+0.10
31m
2025-12
-0.23
31m
2026-03
+0.31
29m
2026-06
-0.33
3m

Accumulating (19)

ManagerActionSharesValue
EpochNEW POSITION370K$22.5B
WintonNEW POSITION88K$5.3B
ExodusPointNEW POSITION39K$2.4B
AristeiaNEW POSITION10K$592.5M
Brevan HowardNEW POSITION5K$289.4M
ArrowstreetINCREASED1.3M+161%$78.4B
MillenniumINCREASED400K+3571%$24.3B
SchonfeldINCREASED363K+155%$22.0B
Two SigmaINCREASED534K+60%$32.5B
Point72INCREASED115K+204%$7.0B
InvescoINCREASED258K+27%$15.7B
BrandesINCREASED597K+7%$36.3B
State StreetINCREASED1.5M+2%$92.4B
American CenturyINCREASED46K+79%$2.8B
Geode CapitalINCREASED171K+10%$10.4B
GabelliINCREASED88K+18%$5.4B
CitadelINCREASED47K+36%$2.9B
BridgewaterINCREASED62K+8%$3.8B
DFAINCREASED38K+2%$2.3B

Distributing (10)

ManagerActionSharesPrev Value
Renaissance TechEXITED0-100%
DE ShawEXITED0-100%
BalyasnyDECREASED77K-88%$4.7B
Segall BryantDECREASED55K-71%$3.3B
PDT PartnersDECREASED23K-62%$1.4B
WellingtonDECREASED8K-83%$470.8M
Gotham AssetDECREASED51K-41%$3.1B
Man GroupDECREASED840-91%$51.1M
Kayne AndersonDECREASED4K-62%$264.6M
Northern TrustDECREASED27K-3%$1.6B
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →