Question 1

Which hedge funds and institutional investors hold BX?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for BX?

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 BX?

Accepted Answer

QoQ changes for BX 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	32.0M	$3.7B	0.1%	$2896.4B
Capital Research	14.7M	$1.7B	0.3%	$644.6B
Capital World	6.9M	$796.5M	0.1%	$732.9B
DE Shaw	3.4M	$386.5M	0.2%	$166.3B
ClearBridge	3.1M	$351.4M	0.3%	$114.9B
Edgewood	2.5M	$289.1M	1.9%	$15.5B
Geode Capital	2.3M	$268.3M	0.0%	$1607.5B
Citadel	2.2M	$255.5M	0.0%	$618.5B
Citadel	1.4M	$166.2M	0.0%	$618.5B
Renaissance Tech	1.4M	$164.6M	0.3%	$63.9B
WorldQuant	1.4M	$160.4M	0.6%	$25.9B
Markel	1.2M	$137.4M	1.2%	$11.9B
Millennium	1.1M	$130.6M	0.1%	$240.3B
Marshall Wace	641.9K	$73.8M	0.1%	$100.4B
Adage Capital	610.8K	$70.2M	0.1%	$64.8B
Millennium	538.9K	$62.0M	0.0%	$240.3B
Two Sigma	511.4K	$58.8M	0.0%	$123.9B
Citadel	394.5K	$45.4M	0.0%	$618.5B
Gotham Asset	264.8K	$30.4M	0.1%	$32.7B
Millennium	229.2K	$26.4M	0.0%	$240.3B
Point72	216.9K	$24.9M	0.0%	$78.1B
Point72	192.7K	$22.2M	0.0%	$78.1B
Soros Fund	173.5K	$19.9M	0.2%	$9.1B
Gabelli	159.2K	$18.3M	0.1%	$14.8B
Tudor	144.3K	$16.6M	0.0%	$53.9B
Man Group	131.3K	$15.1M	0.0%	$55.1B
BlackRock	107.9K	$12.4M	0.0%	$5723.5B
Neuberger Berman (Eisman)	102.8K	$11.8M	0.0%	$131.4B
American Century	89.1K	$10.2M	0.0%	$194.3B
DE Shaw	83.8K	$9.6M	0.0%	$166.3B
DFA	81.3K	$9.3M	0.0%	$481.4B
William Blair	46.9K	$5.4M	0.0%	$30.3B
Tudor	32.5K	$3.7M	0.0%	$53.9B
Caxton	31.6K	$3.6M	0.1%	$4.4B
Balyasny	29.2K	$3.4M	0.0%	$77.1B
DE Shaw	25.7K	$3.0M	0.0%	$166.3B
Invesco	15.7K	$1.8M	0.0%	$653.3B
Brevan Howard	15.5K	$1.8M	0.0%	$11.3B
Bridgewater	15.3K	$1.8M	0.0%	$22.4B
Kayne Anderson	14.3K	$1.6M	0.0%	$34.0B
Wellington	11.3K	$1.3M	0.0%	$535.5B
Fisher Investments	11.1K	$1.3M	0.0%	$294.9B
Balyasny	11.1K	$1.3M	0.0%	$77.1B
Schonfeld	10.2K	$1.2M	0.0%	$14.2B
Tudor	7.5K	$862K	0.0%	$53.9B
GMO	7.3K	$839K	0.0%	$39.1B
Northern Trust	5.3K	$604K	0.0%	$756.6B
Fidelity (FMR)	5.1K	$587K	—	$1898.4B
Horizon Kinetics	5.1K	$586K	0.0%	$9.2B
Harris (Oakmark)	3.8K	$431K	0.0%	$75.0B
Franklin Templeton	2.5K	$289K	0.0%	$408.3B
Marshall Wace	2.0K	$230K	0.0%	$100.4B
Marshall Wace	400	$46K	—	$100.4B
Balyasny	122	$14K	—	$77.1B
AQR Capital	9	$1K	—	$218.4B

BX

Who Holds BX