State Street increased CMCSA position by 6,117,946 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 State Street Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| NFLX | NETFLIX INC | Increased | +159,578,053 | $16575.0B |
| NOW | SERVICENOW INC | Increased | +38,441,898 | $7337.3B |
| IPG | INTERPUBLIC GROUP COS INC | Exited | 32,109,386 | — |
| WBD | WARNER BROS DISCOVERY INC | Decreased | 27,262,597 | $3777.3B |
| LXPUSD | LXP INDUSTRIAL TRUST | Exited | 17,125,451 | — |
| RKT | ROCKET COS INC | Increased | +15,807,776 | $400.5B |
| KEL | KELLANOVA | Exited | 13,425,912 | — |
| HN9 | HANESBRANDS INC | Exited | 13,417,876 | — |
| NVDA | NVIDIA CORPORATION | Increased | +11,451,386 | $184911.1B |
| NNDM | NANO DIMENSION LTD | Increased | +9,926,849 | $16.0B |
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 |
| Harris (Oakmark) | Increased | +5,400,310 |
| Bridgewater | Decreased | 3,349,613 |
| DE Shaw | Decreased | 2,982,940 |
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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