Question 1

Which hedge funds and institutional investors hold CIO?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for CIO?

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 CIO?

Accepted Answer

QoQ changes for CIO 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
Gabelli	1.0M	$7.3M	0.0%	$14.8B
State Street	867.4K	$6.1M	0.0%	$2896.4B
Arrowstreet	332.8K	$2.3M	0.0%	$184.8B
Millennium	291.6K	$2.0M	0.0%	$240.3B
Engine Capital	231.0K	$1.6M	0.2%	$828.4M
Geode Capital	131.2K	$917K	0.0%	$1607.5B
DE Shaw	72.8K	$509K	0.0%	$166.3B
Balyasny	25.6K	$179K	0.0%	$77.1B
Fidelity (FMR)	24.6K	$172K	—	$1898.4B
Point72	23.8K	$166K	0.0%	$78.1B
Invesco	10.7K	$75K	—	$653.3B
DFA	10.7K	$75K	—	$481.4B
BlackRock	1.3K	$9K	—	$5723.5B
LSV	84.0K	$587	0.0%	$46.4M
Northern Trust	34	$238	—	$756.6B
AQR Capital	12	$84	—	$218.4B

CIO

Who Holds CIO

Changes This Quarter