Question 1

Which hedge funds and institutional investors hold APAM?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for APAM shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for APAM whale holdings?

Accepted Answer

Conviction level reflects how significant APAM is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to APAM, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for APAM?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about APAM?

Accepted Answer

QoQ changes for APAM show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Kayne Anderson	4.5M	$165.3M	0.5%	$34.0B
State Street	2.8M	$103.4M	0.0%	$2896.4B
Fisher Investments	1.3M	$47.7M	0.0%	$294.9B
Capital World	1.1M	$38.5M	0.0%	$732.9B
Invesco	527.1K	$19.2M	0.0%	$653.3B
Millennium	421.5K	$15.3M	0.0%	$240.3B
Tudor	354.6K	$12.9M	0.0%	$53.9B
DE Shaw	342.5K	$12.5M	0.0%	$166.3B
Renaissance Tech	284.3K	$10.3M	0.0%	$63.9B
Two Sigma	255.0K	$9.3M	0.0%	$123.9B
Geode Capital	242.0K	$8.8M	0.0%	$1607.5B
Point72	228.3K	$8.3M	0.0%	$78.1B
American Century	154.9K	$5.6M	0.0%	$194.3B
Man Group	136.9K	$5.0M	0.0%	$55.1B
Citadel	131.4K	$4.8M	0.0%	$618.5B
DFA	66.5K	$2.4M	0.0%	$481.4B
Northern Trust	65.5K	$2.4M	0.0%	$756.6B
ExodusPoint	62.6K	$2.3M	0.0%	$12.4B
Jennison	41.3K	$1.5M	0.0%	$145.4B
Winton	33.2K	$1.2M	0.0%	$2.9B
Citadel	26.8K	$975K	0.0%	$618.5B
Marshall Wace	24.5K	$890K	0.0%	$100.4B
Brevan Howard	15.5K	$565K	0.0%	$11.3B
Citadel	13.7K	$499K	0.0%	$618.5B
Fidelity (FMR)	10.1K	$368K	—	$1898.4B
BlackRock	1.4K	$51K	—	$5723.5B
AQR Capital	560	$20K	—	$218.4B
Neuberger Berman (Eisman)	300	$11K	—	$131.4B
Franklin Templeton	171	$6K	—	$408.3B

APAM

Who Holds APAM

Changes This Quarter