Question 1

Which hedge funds and institutional investors hold DON?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for DON?

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 DON?

Accepted Answer

QoQ changes for DON 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
Citadel	3.3M	$1.6B	0.3%	$618.5B
Citadel	2.1M	$958.6M	0.2%	$618.5B
Citadel	940.4K	$435.6M	0.1%	$618.5B
Millennium	690.2K	$319.7M	0.1%	$240.3B
Millennium	208.7K	$96.7M	0.0%	$240.3B
Alkeon	119.7K	$55.4M	0.1%	$59.5B
Fidelity (FMR)	102.2K	$47.4M	0.0%	$1898.4B
Millennium	97.4K	$45.1M	0.0%	$240.3B
Balyasny	62.5K	$28.9M	0.0%	$77.1B
Point72	57.6K	$26.7M	0.0%	$78.1B
Point72	44.8K	$20.8M	0.0%	$78.1B
Two Sigma	35.4K	$16.4M	0.0%	$123.9B
Two Sigma	35.4K	$16.4M	0.0%	$123.9B
Two Sigma	24.4K	$11.3M	0.0%	$123.9B
Balyasny	20.8K	$9.6M	0.0%	$77.1B
BlackRock	16.4K	$7.6M	0.0%	$5723.5B
Balyasny	10.0K	$4.6M	0.0%	$77.1B
ExodusPoint	4.0K	$1.9M	0.0%	$12.4B
Gotham Asset	3.1K	$1.4M	0.0%	$32.7B
Neuberger Berman (Eisman)	2.8K	$1.3M	0.0%	$131.4B
AQR Capital	2.1K	$959K	0.0%	$218.4B
Fisher Investments	1.6K	$720K	0.0%	$294.9B
Northern Trust	905	$419K	0.0%	$756.6B
Franklin Templeton	874	$405K	0.0%	$408.3B
Caxton	764	$354K	0.0%	$4.4B
Kayne Anderson	300	$139K	0.0%	$34.0B

DON

Who Holds DON

Changes This Quarter