Question 1

Which hedge funds and institutional investors hold BAM?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for BAM?

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 BAM?

Accepted Answer

QoQ changes for BAM 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
Capital World	10.5M	$467.4M	0.1%	$732.9B
State Street	3.8M	$169.7M	0.0%	$2896.4B
DE Shaw	1.9M	$85.7M	0.1%	$166.3B
Renaissance Tech	1.1M	$49.0M	0.1%	$63.9B
Markel	955.5K	$42.5M	0.4%	$11.9B
Geode Capital	679.1K	$30.2M	0.0%	$1607.5B
Citadel	653.4K	$29.0M	0.0%	$618.5B
Citadel	384.4K	$17.1M	0.0%	$618.5B
Marathon	324.8K	$14.4M	0.6%	$2.6B
Millennium	211.4K	$9.4M	0.0%	$240.3B
Horizon Kinetics	189.6K	$8.4M	0.1%	$9.2B
ClearBridge	176.6K	$7.9M	0.0%	$114.9B
Citadel	150.7K	$6.7M	0.0%	$618.5B
Franklin Templeton	108.7K	$4.8M	0.0%	$408.3B
Segall Bryant	81.9K	$3.6M	0.1%	$7.0B
American Century	74.6K	$3.3M	0.0%	$194.3B
Two Sigma	73.8K	$3.3M	0.0%	$123.9B
Tudor	60.4K	$2.7M	0.0%	$53.9B
Bridgewater	30.4K	$1.4M	0.0%	$22.4B
PDT Partners	23.6K	$1.0M	0.1%	$1.7B
Neuberger Berman (Eisman)	19.1K	$851K	0.0%	$131.4B
GMO	17.9K	$796K	0.0%	$39.1B
Gabelli	15.7K	$699K	0.0%	$14.8B
Northern Trust	13.0K	$576K	0.0%	$756.6B
Fidelity (FMR)	11.2K	$500K	—	$1898.4B
Gotham Asset	11.0K	$490K	0.0%	$32.7B
WorldQuant	10.6K	$471K	0.0%	$25.9B
DFA	7.1K	$317K	0.0%	$481.4B
Point72	7.0K	$311K	0.0%	$78.1B
Two Sigma	5.0K	$222K	0.0%	$123.9B
Fisher Investments	4.9K	$220K	0.0%	$294.9B
Wellington	1.2K	$51K	—	$535.5B
BlackRock	654	$29K	—	$5723.5B
AQR Capital	90	$4K	—	$218.4B

BAM

Who Holds BAM

Changes This Quarter