Question 1

Which hedge funds and institutional investors hold CBZ?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for CBZ?

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 CBZ?

Accepted Answer

QoQ changes for CBZ 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
Fidelity (FMR)	1.8M	$48.8M	0.0%	$1898.4B
State Street	1.2M	$30.9M	0.0%	$2896.4B
Millennium	464.6K	$12.5M	0.0%	$240.3B
Point72	429.7K	$11.5M	0.0%	$78.1B
Hotchkis & Wiley	357.2K	$9.6M	0.0%	$32.4B
Two Sigma	330.7K	$8.9M	0.0%	$123.9B
Wellington	310.8K	$8.3M	0.0%	$535.5B
DE Shaw	268.2K	$7.2M	0.0%	$166.3B
AQR Capital	242.3K	$6.5M	0.0%	$218.4B
WCM	183.3K	$5.0M	0.0%	$43.8B
Geode Capital	172.5K	$4.6M	0.0%	$1607.5B
BlackRock	169.5K	$4.6M	0.0%	$5723.5B
Tudor	156.8K	$4.2M	0.0%	$53.9B
Citadel	103.6K	$2.8M	0.0%	$618.5B
Invesco	94.3K	$2.5M	0.0%	$653.3B
ExodusPoint	61.1K	$1.6M	0.0%	$12.4B
Schonfeld	40.2K	$1.1M	0.0%	$14.2B
Gotham Asset	23.7K	$636K	0.0%	$32.7B
DFA	20.2K	$543K	0.0%	$481.4B
Marshall Wace	19.2K	$516K	0.0%	$100.4B
Northern Trust	18.7K	$503K	0.0%	$756.6B
Franklin Templeton	18.0K	$482K	0.0%	$408.3B
Brevan Howard	16.7K	$449K	0.0%	$11.3B
Citadel	14.5K	$389K	0.0%	$618.5B
Caxton	10.3K	$276K	0.0%	$4.4B
Balyasny	300	$8K	—	$77.1B

CBZ

Who Holds CBZ

Changes This Quarter