Question 1

Which hedge funds and institutional investors hold ELS?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for ELS?

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 ELS?

Accepted Answer

QoQ changes for ELS 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	11.7M	$736.1M	0.0%	$2896.4B
Arrowstreet	1.4M	$86.1M	0.0%	$184.8B
Millennium	1.1M	$68.3M	0.0%	$240.3B
Two Sigma	883.1K	$55.1M	0.0%	$123.9B
Geode Capital	749.8K	$46.8M	0.0%	$1607.5B
ClearBridge	734.1K	$45.8M	0.0%	$114.9B
Citadel	427.4K	$26.7M	0.0%	$618.5B
William Blair	370.4K	$23.1M	0.1%	$30.3B
Schonfeld	317.6K	$19.8M	0.1%	$14.2B
Gotham Asset	248.8K	$15.5M	0.0%	$32.7B
Point72	211.6K	$13.2M	0.0%	$78.1B
Tudor	184.1K	$11.5M	0.0%	$53.9B
DE Shaw	157.1K	$9.8M	0.0%	$166.3B
WorldQuant	94.9K	$5.9M	0.0%	$25.9B
American Century	92.8K	$5.8M	0.0%	$194.3B
DFA	48.5K	$3.0M	0.0%	$481.4B
Gabelli	20.6K	$1.3M	0.0%	$14.8B
Horizon Kinetics	19.0K	$1.2M	0.0%	$9.2B
Winton	12.3K	$766K	0.0%	$2.9B
Kayne Anderson	8.9K	$558K	0.0%	$34.0B
Northern Trust	8.0K	$502K	0.0%	$756.6B
Invesco	7.7K	$478K	0.0%	$653.3B
Fidelity (FMR)	6.5K	$408K	—	$1898.4B
Neuberger Berman (Eisman)	4.9K	$309K	0.0%	$131.4B
Franklin Templeton	205	$13K	—	$408.3B
BlackRock	89	$6K	—	$5723.5B
AQR Capital	46	$3K	—	$218.4B

ELS

Who Holds ELS

Changes This Quarter