Question 1

Which hedge funds and institutional investors hold CI?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for CI?

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 CI?

Accepted Answer

QoQ changes for CI 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	12.3M	$3.3B	0.1%	$2896.4B
Dodge & Cox	11.6M	$3.1B	1.7%	$182.0B
Arrowstreet	2.9M	$763.0M	0.4%	$184.8B
GMO	2.6M	$693.1M	1.8%	$39.1B
Davis Advisors	2.2M	$595.9M	2.7%	$21.8B
Capital Research	1.3M	$352.5M	0.1%	$644.6B
Capital World	1.3M	$347.1M	0.0%	$732.9B
Geode Capital	848.4K	$226.3M	0.0%	$1607.5B
Lyrical	750.1K	$200.1M	3.1%	$6.6B
Brandes	724.9K	$193.4M	1.4%	$14.1B
Two Sigma	641.3K	$171.1M	0.1%	$123.9B
Pzena	578.4K	$154.3M	0.5%	$30.8B
Glenview Capital	498.8K	$133.1M	3.3%	$4.0B
Hotchkis & Wiley	497.1K	$132.6M	0.4%	$32.4B
Lakewood	426.3K	$113.7M	7.2%	$1.6B
Adage Capital	345.7K	$92.2M	0.1%	$64.8B
Omega Advisors	325.0K	$86.7M	2.8%	$3.0B
Bridgewater	228.5K	$61.0M	0.3%	$22.4B
WorldQuant	222.6K	$59.4M	0.2%	$25.9B
Renaissance Tech	218.9K	$58.4M	0.1%	$63.9B
American Century	195.7K	$52.2M	0.0%	$194.3B
Citadel	192.3K	$51.3M	0.0%	$618.5B
Citadel	178.2K	$47.5M	0.0%	$618.5B
DFA	161.4K	$43.1M	0.0%	$481.4B
Citadel	160.8K	$42.9M	0.0%	$618.5B
Marshall Wace	150.0K	$40.0M	0.0%	$100.4B
Millennium	149.1K	$39.8M	0.0%	$240.3B
Millennium	125.6K	$33.5M	0.0%	$240.3B
Gotham Asset	100.8K	$26.9M	0.1%	$32.7B
Moore Capital	99.2K	$26.5M	0.5%	$4.9B
Man Group	72.5K	$19.3M	0.0%	$55.1B
Schonfeld	70.5K	$18.8M	0.1%	$14.2B
Marshall Wace	57.2K	$15.3M	0.0%	$100.4B
Neuberger Berman (Eisman)	50.2K	$13.4M	0.0%	$131.4B
Gabelli	47.4K	$12.6M	0.1%	$14.8B
ExodusPoint	44.6K	$11.9M	0.1%	$12.4B
Millennium	40.9K	$10.9M	0.0%	$240.3B
BlackRock	32.4K	$8.6M	0.0%	$5723.5B
AQR Capital	31.7K	$8.2M	0.0%	$218.4B
DE Shaw	30.0K	$8.0M	0.0%	$166.3B
Point72	28.3K	$7.5M	0.0%	$78.1B
Brevan Howard	24.7K	$6.6M	0.1%	$11.3B
Tudor	16.5K	$4.4M	0.0%	$53.9B
Wellington	13.9K	$3.7M	0.0%	$535.5B
Caxton	7.7K	$2.1M	0.0%	$4.4B
Point72	5.7K	$1.5M	0.0%	$78.1B
Tweedy Browne	5.4K	$1.4M	0.1%	$1.3B
Balyasny	4.3K	$1.2M	0.0%	$77.1B
DE Shaw	3.5K	$945K	0.0%	$166.3B
Fidelity (FMR)	2.9K	$765K	—	$1898.4B
Point72	2.8K	$747K	0.0%	$78.1B
Franklin Templeton	1.0K	$275K	0.0%	$408.3B
Fisher Investments	932	$249K	0.0%	$294.9B
LSV	536.7K	$143K	0.3%	$46.4M
Northern Trust	328	$87K	—	$756.6B
Acadian	196.2K	$52K	0.1%	$70.5M
Kayne Anderson	92	$25K	0.0%	$34.0B

CI

Who Holds CI

Changes This Quarter