Question 1

Which hedge funds and institutional investors hold EFR?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for EFR?

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 EFR?

Accepted Answer

QoQ changes for EFR 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
DE Shaw	9.0M	$165.0M	0.1%	$166.3B
State Street	3.8M	$69.9M	0.0%	$2896.4B
Citadel	3.2M	$58.0M	0.0%	$618.5B
Capital Research	3.1M	$56.1M	0.0%	$644.6B
Citadel	2.9M	$52.5M	0.0%	$618.5B
DE Shaw	2.4M	$43.6M	0.0%	$166.3B
Two Sigma	2.0M	$36.9M	0.0%	$123.9B
Man Group	1.8M	$32.5M	0.1%	$55.1B
Renaissance Tech	637.8K	$11.6M	0.0%	$63.9B
Point72	553.1K	$10.1M	0.0%	$78.1B
WCM	582.8K	$9.6M	0.0%	$43.8B
Franklin Templeton	364.9K	$6.7M	0.0%	$408.3B
Geode Capital	339.6K	$6.2M	0.0%	$1607.5B
American Century	298.6K	$5.4M	0.0%	$194.3B
Citadel	283.7K	$5.2M	0.0%	$618.5B
Winton	184.1K	$3.4M	0.1%	$2.9B
BlackRock	164.7K	$3.0M	0.0%	$5723.5B
Millennium	134.7K	$2.5M	0.0%	$240.3B
Two Sigma	121.9K	$2.2M	0.0%	$123.9B
Two Sigma	121.4K	$2.2M	0.0%	$123.9B
Point72	119.3K	$2.2M	0.0%	$78.1B
ExodusPoint	47.2K	$862K	0.0%	$12.4B
Tudor	45.9K	$838K	0.0%	$53.9B
Tudor	34.6K	$631K	0.0%	$53.9B
Neuberger Berman (Eisman)	31.4K	$520K	0.0%	$131.4B
Wellington	18.9K	$344K	0.0%	$535.5B
Northern Trust	15.6K	$285K	—	$756.6B
Brevan Howard	11.4K	$208K	0.0%	$11.3B
AQR Capital	1.2K	$22K	—	$218.4B
Fidelity (FMR)	1.0K	$19K	—	$1898.4B

EFR

Who Holds EFR

Changes This Quarter