Question 1

Which hedge funds and institutional investors hold CMCSA?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for CMCSA?

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 CMCSA?

Accepted Answer

QoQ changes for CMCSA 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	182.7M	$5.2B	0.2%	$2896.4B
Capital World	182.1M	$5.2B	0.7%	$732.9B
Dodge & Cox	113.1M	$3.2B	1.8%	$182.0B
Capital Research	89.6M	$2.6B	0.4%	$644.6B
First Eagle	37.1M	$1.1B	1.8%	$59.0B
Hotchkis & Wiley	26.8M	$769.4M	2.4%	$32.4B
Harris (Oakmark)	25.9M	$743.6M	1.0%	$75.0B
ClearBridge	16.8M	$483.6M	0.4%	$114.9B
Arrowstreet	12.4M	$355.1M	0.2%	$184.8B
Geode Capital	11.5M	$331.5M	0.0%	$1607.5B
Citadel	6.2M	$179.1M	0.0%	$618.5B
Artisan Partners	4.5M	$128.5M	0.2%	$62.3B
Brandes	4.5M	$127.9M	0.9%	$14.1B
American Century	4.1M	$117.0M	0.1%	$194.3B
Citadel	3.3M	$95.2M	0.0%	$618.5B
Adage Capital	2.9M	$83.7M	0.1%	$64.8B
DFA	1.9M	$53.7M	0.0%	$481.4B
GMO	1.8M	$50.5M	0.1%	$39.1B
Millennium	1.3M	$38.7M	0.0%	$240.3B
Bridgewater	1.2M	$34.2M	0.2%	$22.4B
Yacktman	1.2M	$33.5M	0.4%	$7.5B
Man Group	1.0M	$30.1M	0.1%	$55.1B
SRS Inv Mgmt	973.0K	$27.9M	0.3%	$9.5B
Tudor	962.2K	$27.6M	0.1%	$53.9B
Brevan Howard	942.4K	$27.1M	0.2%	$11.3B
Gabelli	896.6K	$25.7M	0.2%	$14.8B
Millennium	858.9K	$24.7M	0.0%	$240.3B
Citadel	848.1K	$24.3M	0.0%	$618.5B
Markel	828.8K	$23.8M	0.2%	$11.9B
Point72	806.0K	$23.1M	0.0%	$78.1B
Renaissance Tech	788.4K	$22.6M	0.0%	$63.9B
Millennium	717.2K	$20.6M	0.0%	$240.3B
Gotham Asset	686.1K	$19.7M	0.1%	$32.7B
Northern Trust	626.7K	$18.0M	0.0%	$756.6B
DE Shaw	511.6K	$14.7M	0.0%	$166.3B
Lakewood	500.7K	$14.4M	0.9%	$1.6B
DE Shaw	331.6K	$9.5M	0.0%	$166.3B
Loews	320.0K	$9.2M	0.1%	$11.9B
Wellington	300.6K	$8.6M	0.0%	$535.5B
Balyasny	284.7K	$8.2M	0.0%	$77.1B
Fidelity (FMR)	185.0K	$5.3M	0.0%	$1898.4B
Tudor	150.9K	$4.3M	0.0%	$53.9B
Tudor	130.8K	$3.8M	0.0%	$53.9B
Caxton	120.3K	$3.5M	0.1%	$4.4B
DE Shaw	75.0K	$2.2M	0.0%	$166.3B
Point72	75.0K	$2.2M	0.0%	$78.1B
Neuberger Berman (Eisman)	72.9K	$2.1M	0.0%	$131.4B
Cascade (Gates)	56.5K	$1.6M	1.0%	$168.9M
Balyasny	53.6K	$1.5M	0.0%	$77.1B
BlackRock	45.5K	$1.3M	—	$5723.5B
PRIMECAP	44.8K	$1.3M	0.0%	$127.0B
Two Sigma	40.1K	$1.2M	0.0%	$123.9B
Fisher Investments	36.0K	$1.0M	0.0%	$294.9B
Balyasny	32.8K	$942K	0.0%	$77.1B
Tweedy Browne	31.5K	$904K	0.1%	$1.3B
Brave Warrior	31.1K	$893K	0.0%	$4.0B
Soros Fund	14.4K	$413K	0.0%	$9.1B
LSV	13.8M	$395K	0.9%	$46.4M
Two Sigma	12.6K	$362K	0.0%	$123.9B
Point72	8.0K	$230K	0.0%	$78.1B
Franklin Templeton	1.7K	$48K	—	$408.3B
Acadian	999.6K	$29K	0.0%	$70.5M
Invesco	638	$18K	—	$653.3B
Kayne Anderson	512	$15K	—	$34.0B
Marshall Wace	100	$3K	—	$100.4B
Marshall Wace	100	$3K	—	$100.4B
Epoch	88	$3K	—	$16.5B
AQR Capital	79	$2K	—	$218.4B
Marshall Wace	62	$2K	—	$100.4B

CMCSA

Who Holds CMCSA