Question 1

Which hedge funds and institutional investors hold BRY?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for BRY?

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 BRY?

Accepted Answer

QoQ changes for BRY 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
Tudor	3.7M	$13.9M	0.0%	$53.9B
Hotchkis & Wiley	3.4M	$12.7M	0.0%	$32.4B
American Century	2.7M	$10.0M	0.0%	$194.3B
Arrowstreet	1.8M	$7.0M	0.0%	$184.8B
State Street	1.8M	$6.9M	0.0%	$2896.4B
Millennium	1.7M	$6.5M	0.0%	$240.3B
Renaissance Tech	1.3M	$5.0M	0.0%	$63.9B
Balyasny	903.3K	$3.4M	0.0%	$77.1B
DE Shaw	731.8K	$2.8M	0.0%	$166.3B
Two Sigma	404.0K	$1.5M	0.0%	$123.9B
ExodusPoint	296.4K	$1.1M	0.0%	$12.4B
Marshall Wace	278.6K	$1.1M	0.0%	$100.4B
Citadel	241.4K	$912K	0.0%	$618.5B
Geode Capital	232.3K	$878K	0.0%	$1607.5B
Winton	224.9K	$850K	0.0%	$2.9B
Man Group	200.2K	$757K	0.0%	$55.1B
Invesco	188.5K	$712K	0.0%	$653.3B
DFA	131.2K	$496K	0.0%	$481.4B
BlackRock	29.1K	$110K	—	$5723.5B
Northern Trust	22.9K	$87K	—	$756.6B
Citadel	21.6K	$82K	—	$618.5B
Gotham Asset	21.6K	$82K	0.0%	$32.7B
Fidelity (FMR)	14.5K	$55K	—	$1898.4B
Franklin Templeton	6.4K	$24K	—	$408.3B
AQR Capital	6.0K	$23K	—	$218.4B
LSV	152.4K	$576	0.0%	$46.4M

BRY

Who Holds BRY

Changes This Quarter