Question 1

Which hedge funds and institutional investors hold CODI?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for CODI?

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 CODI?

Accepted Answer

QoQ changes for CODI 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
American Century	5.0M	$39.5M	0.0%	$194.3B
DE Shaw	3.0M	$23.8M	0.0%	$166.3B
State Street	1.1M	$8.4M	0.0%	$2896.4B
Tudor	460.9K	$3.6M	0.0%	$53.9B
Citadel	268.2K	$2.1M	0.0%	$618.5B
Marshall Wace	207.3K	$1.6M	0.0%	$100.4B
Invesco	197.5K	$1.6M	0.0%	$653.3B
Millennium	138.1K	$1.1M	0.0%	$240.3B
Renaissance Tech	93.6K	$736K	0.0%	$63.9B
Geode Capital	88.2K	$694K	—	$1607.5B
Aristeia	63.5K	$499K	0.0%	$4.8B
Two Sigma	40.6K	$319K	0.0%	$123.9B
Citadel	38.5K	$303K	—	$618.5B
Tudor	27.2K	$214K	0.0%	$53.9B
Soros Fund	24.6K	$193K	0.0%	$9.1B
Northern Trust	6.9K	$54K	—	$756.6B
BlackRock	3.0K	$24K	—	$5723.5B
AQR Capital	1.7K	$13K	—	$218.4B
Fidelity (FMR)	1.3K	$10K	—	$1898.4B

CODI

Who Holds CODI

Changes This Quarter