Question 1

Which hedge funds and institutional investors hold DNOW?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for DNOW?

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 DNOW?

Accepted Answer

QoQ changes for DNOW 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	7.1M	$84.6M	0.0%	$2896.4B
Engine Capital	5.2M	$61.5M	7.4%	$828.4M
Renaissance Tech	4.5M	$53.1M	0.1%	$63.9B
Pzena	3.1M	$36.9M	0.1%	$30.8B
American Century	2.8M	$33.8M	0.0%	$194.3B
Marshall Wace	1.6M	$19.6M	0.0%	$100.4B
Invesco	1.1M	$13.6M	0.0%	$653.3B
Geode Capital	666.2K	$7.9M	0.0%	$1607.5B
Hotchkis & Wiley	419.2K	$5.0M	0.0%	$32.4B
DFA	392.2K	$4.7M	0.0%	$481.4B
First Eagle	353.5K	$4.2M	0.0%	$59.0B
DE Shaw	329.6K	$3.9M	0.0%	$166.3B
Wellington	299.7K	$3.6M	0.0%	$535.5B
Millennium	288.5K	$3.4M	0.0%	$240.3B
Citadel	241.6K	$2.9M	0.0%	$618.5B
BlackRock	179.6K	$2.1M	—	$5723.5B
Schonfeld	58.4K	$695K	0.0%	$14.2B
Northern Trust	55.8K	$665K	0.0%	$756.6B
Citadel	53.0K	$631K	0.0%	$618.5B
Citadel	48.3K	$575K	0.0%	$618.5B
Brevan Howard	21.7K	$258K	0.0%	$11.3B
Winton	12.0K	$143K	0.0%	$2.9B
Baupost	3.6M	$43K	0.8%	$5.1M
Franklin Templeton	1.5K	$17K	—	$408.3B
Fidelity (FMR)	711	$8K	—	$1898.4B
Neuberger Berman (Eisman)	498	$6K	—	$131.4B
AQR Capital	9	$107	—	$218.4B
LSV	8.2K	$97	0.0%	$46.4M

DNOW

Who Holds DNOW

Changes This Quarter