Question 1

Which hedge funds and institutional investors hold EFC?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for EFC?

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 EFC?

Accepted Answer

QoQ changes for EFC 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	4.6M	$55.2M	0.0%	$2896.4B
Invesco	1.5M	$17.8M	0.0%	$653.3B
Millennium	653.9K	$7.7M	0.0%	$240.3B
DE Shaw	537.5K	$6.4M	0.0%	$166.3B
Geode Capital	442.4K	$5.2M	0.0%	$1607.5B
Citadel	167.5K	$2.0M	0.0%	$618.5B
Balyasny	144.4K	$1.7M	0.0%	$77.1B
Jennison	121.0K	$1.4M	0.0%	$145.4B
BlackRock	107.7K	$1.3M	—	$5723.5B
Caxton	72.5K	$859K	0.0%	$4.4B
Brevan Howard	39.0K	$462K	0.0%	$11.3B
Two Sigma	32.7K	$387K	0.0%	$123.9B
Winton	25.9K	$307K	0.0%	$2.9B
Citadel	22.9K	$271K	—	$618.5B
Citadel	15.0K	$178K	—	$618.5B
Marshall Wace	8.9K	$106K	0.0%	$100.4B
Fidelity (FMR)	5.8K	$69K	—	$1898.4B
AQR Capital	478	$6K	—	$218.4B
Northern Trust	211	$3K	—	$756.6B

EFC

Who Holds EFC