Loews increased CMCSA position by 240,000 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $CMCSA 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 Loews Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| HN9 | HANESBRANDS INC | Exited | 31,900,000 | — |
| GIL | GILDAN ACTIVEWEAR INC | New | +888,655 | $55.5B |
| AVT | AVNET INC | Increased | +310,000 | $20.7B |
| BLDR | BUILDERS FIRSTSOURCE INC | New | +280,000 | $28.8B |
| ALSN | ALLISON TRANSMISSION HLDGS I | New | +230,000 | $22.5B |
| 7HP | HP INC | New | +200,000 | $4.5B |
| OLN | OLIN CORP | New | +200,000 | $4.2B |
| INGR | INGREDION INC | New | +140,000 | $15.4B |
| UBER | UBER TECHNOLOGIES INC | New | +140,000 | $11.4B |
| KMI | KINDER MORGAN INC DEL | Increased | +125,000 | $22.0B |
Other Whales Moving CMCSA This Period
| Manager | Change Type | Share Change |
|---|---|---|
| Capital World | Increased | +24,166,881 |
| Capital Research | Increased | +21,958,603 |
| ClearBridge | Increased | +18,258,119 |
| Arrowstreet | Decreased | 6,954,912 |
| AQR Capital | Decreased | 6,941,888 |
| Hotchkis & Wiley | Increased | +6,893,600 |
| Two Sigma | Exited | 6,556,098 |
| State Street | Increased | +6,117,946 |
| Harris (Oakmark) | Increased | +5,400,310 |
| Bridgewater | Decreased | 3,349,613 |
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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: July 09, 2026 at 06:00 UTC