Question 1

Which hedge funds and institutional investors hold AYI?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for AYI 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 AYI whale holdings?

Accepted Answer

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

Question 3

How current is the whale data for AYI?

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 AYI?

Accepted Answer

QoQ changes for AYI 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
State Street	946.6K	$265.3M	0.0%	$2896.4B
American Century	749.0K	$209.9M	0.1%	$194.3B
AQR Capital	433.1K	$119.2M	0.1%	$218.4B
Durable Capital	355.7K	$99.7M	1.0%	$9.7B
Fisher Investments	333.5K	$93.5M	0.0%	$294.9B
Arrowstreet	213.8K	$59.9M	0.0%	$184.8B
DE Shaw	183.6K	$51.5M	0.0%	$166.3B
Two Sigma	132.0K	$37.0M	0.0%	$123.9B
Geode Capital	116.7K	$32.7M	0.0%	$1607.5B
Man Group	103.6K	$29.0M	0.1%	$55.1B
Moore Capital	54.3K	$15.2M	0.3%	$4.9B
DFA	52.9K	$14.8M	0.0%	$481.4B
Gotham Asset	42.3K	$11.8M	0.0%	$32.7B
Millennium	40.3K	$11.3M	0.0%	$240.3B
Bridgewater	30.1K	$8.4M	0.0%	$22.4B
Balyasny	30.1K	$8.4M	0.0%	$77.1B
Marshall Wace	24.4K	$6.8M	0.0%	$100.4B
Citadel	17.6K	$4.9M	0.0%	$618.5B
Hudson Bay	17.2K	$4.8M	0.0%	$29.0B
GMO	15.8K	$4.4M	0.0%	$39.1B
Tudor	14.1K	$3.9M	0.0%	$53.9B
Citadel	11.3K	$3.2M	0.0%	$618.5B
Franklin Templeton	11.3K	$3.2M	0.0%	$408.3B
Gabelli	10.4K	$2.9M	0.0%	$14.8B
Markel	9.8K	$2.7M	0.0%	$11.9B
Brevan Howard	5.7K	$1.6M	0.0%	$11.3B
Winton	4.3K	$1.2M	0.0%	$2.9B
Fidelity (FMR)	3.5K	$977K	0.0%	$1898.4B
Wellington	3.3K	$912K	0.0%	$535.5B
Renaissance Tech	1.9K	$544K	0.0%	$63.9B
Invesco	1.5K	$427K	0.0%	$653.3B
Citadel	1.3K	$374K	0.0%	$618.5B
Caxton	907	$254K	0.0%	$4.4B
Point72	800	$224K	0.0%	$78.1B
Acadian	583.0K	$163K	0.2%	$70.5M
Neuberger Berman (Eisman)	61	$17K	—	$131.4B
Northern Trust	27	$8K	—	$756.6B
BlackRock	17	$5K	—	$5723.5B

AYI

Who Holds AYI

Changes This Quarter