American Century decreased KVUE position by 10,309,137 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $KVUE based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other American Century Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| KOS | KOSMOS ENERGY LTD | Decreased | 19,075,012 | $10.3B |
| NFLX | NETFLIX INC | Increased | +15,804,792 | $1642.0B |
| T | AT&T INC | Decreased | 6,329,511 | $98.5B |
| FNB | F N B CORP | Decreased | 5,985,954 | $42.8B |
| GFL | GFL ENVIRONMENTAL INC | Decreased | 5,025,075 | $42.9B |
| VICI | VICI PPTYS INC | Decreased | 4,649,026 | $68.4B |
| MARA | MARA HOLDINGS INC | Decreased | 4,372,799 | $2.2B |
| UAA | UNDER ARMOUR INC | Decreased | 3,552,342 | $2.3B |
| APH | AMPHENOL CORP NEW | Increased | +3,437,013 | $788.3B |
| GJB | STEELCASE INC | Exited | 3,428,523 | — |
Other Whales Moving KVUE This Period
| Manager | Change Type | Share Change |
|---|---|---|
| Sachem Head | Decreased | 27,220,000 |
| Balyasny | Increased | +23,183,974 |
| Millennium | Increased | +16,780,998 |
| Maverick Capital | Exited | 12,042,708 |
| Sculptor | Increased | +11,739,328 |
| Starboard Value | Increased | +6,377,694 |
| Third Point | Decreased | 5,750,000 |
| State Street | Increased | +4,063,257 |
| Marshall Wace | Increased | +2,866,412 |
| Pentwater | Decreased | 2,450,000 |
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: May 07, 2026 at 06:01 UTC