Question 1

Which hedge funds and institutional investors hold BEN?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for BEN?

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 BEN?

Accepted Answer

QoQ changes for BEN 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	19.6M	$469.6M	0.0%	$2896.4B
Balyasny	1.6M	$37.5M	0.0%	$77.1B
Two Sigma	1.4M	$34.2M	0.0%	$123.9B
Arrowstreet	1.2M	$27.4M	0.0%	$184.8B
Geode Capital	982.5K	$23.2M	0.0%	$1607.5B
Marshall Wace	757.0K	$17.9M	0.0%	$100.4B
Citadel	618.7K	$14.6M	0.0%	$618.5B
DFA	541.4K	$12.8M	0.0%	$481.4B
Millennium	463.0K	$10.9M	0.0%	$240.3B
Point72	248.1K	$5.9M	0.0%	$78.1B
Citadel	215.5K	$5.1M	0.0%	$618.5B
BlackRock	140.3K	$3.3M	0.0%	$5723.5B
GMO	129.7K	$3.1M	0.0%	$39.1B
ExodusPoint	123.9K	$2.9M	0.0%	$12.4B
Gotham Asset	120.7K	$2.8M	0.0%	$32.7B
Citadel	115.9K	$2.7M	0.0%	$618.5B
American Century	106.2K	$2.5M	0.0%	$194.3B
Man Group	98.0K	$2.3M	0.0%	$55.1B
Schonfeld	65.5K	$1.5M	0.0%	$14.2B
DE Shaw	49.6K	$1.2M	0.0%	$166.3B
Bridgewater	40.7K	$961K	0.0%	$22.4B
Franklin Templeton	31.7K	$748K	0.0%	$408.3B
Fidelity (FMR)	30.5K	$720K	—	$1898.4B
Brevan Howard	23.3K	$549K	0.0%	$11.3B
Wellington	19.1K	$450K	0.0%	$535.5B
Two Sigma	17.3K	$409K	0.0%	$123.9B
Tudor	11.7K	$276K	0.0%	$53.9B
Kayne Anderson	11.6K	$274K	0.0%	$34.0B
AQR Capital	3.7K	$86K	—	$218.4B
Neuberger Berman (Eisman)	466	$11K	—	$131.4B
Northern Trust	124	$3K	—	$756.6B

BEN

Who Holds BEN

Changes This Quarter