Question 1

Which hedge funds and institutional investors hold BMI?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for BMI?

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 BMI?

Accepted Answer

QoQ changes for BMI 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	1.5M	$232.3M	0.0%	$2896.4B
Invesco	520.4K	$79.3M	0.0%	$653.3B
Kayne Anderson	220.8K	$33.6M	0.1%	$34.0B
GMO	203.8K	$31.0M	0.1%	$39.1B
Renaissance Tech	199.2K	$30.3M	0.0%	$63.9B
Robeco	141.4K	$21.5M	0.5%	$4.7B
Arrowstreet	137.7K	$21.0M	0.0%	$184.8B
Millennium	126.1K	$19.2M	0.0%	$240.3B
Conestoga	122.7K	$18.7M	0.4%	$5.0B
Tudor	109.9K	$16.7M	0.0%	$53.9B
Geode Capital	104.1K	$15.9M	0.0%	$1607.5B
Gabelli	103.2K	$15.7M	0.1%	$14.8B
Epoch	100.9K	$15.4M	0.1%	$16.5B
Select Equity	91.8K	$14.0M	0.1%	$19.5B
Segall Bryant	86.5K	$13.2M	0.2%	$7.0B
Brown Capital	72.1K	$11.0M	1.6%	$704.0M
Man Group	45.0K	$6.9M	0.0%	$55.1B
DE Shaw	36.1K	$5.5M	0.0%	$166.3B
Caxton	31.8K	$4.8M	0.1%	$4.4B
Two Sigma	31.0K	$4.7M	0.0%	$123.9B
Tudor	28.6K	$4.4M	0.0%	$53.9B
American Century	23.2K	$3.5M	0.0%	$194.3B
Marshall Wace	21.6K	$3.3M	0.0%	$100.4B
Citadel	18.1K	$2.8M	0.0%	$618.5B
DFA	18.1K	$2.8M	0.0%	$481.4B
Citadel	12.1K	$1.8M	0.0%	$618.5B
Gotham Asset	5.2K	$791K	0.0%	$32.7B
Citadel	4.4K	$670K	0.0%	$618.5B
Northern Trust	2.4K	$361K	—	$756.6B
Brevan Howard	1.9K	$297K	0.0%	$11.3B
Fidelity (FMR)	1.9K	$287K	—	$1898.4B
Neuberger Berman (Eisman)	1.7K	$255K	0.0%	$131.4B
Franklin Templeton	39	$6K	—	$408.3B
BlackRock	16	$2K	—	$5723.5B
AQR Capital	3	$457	—	$218.4B

BMI

Who Holds BMI

Changes This Quarter