Question 1

Which hedge funds and institutional investors hold HASI?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for HASI?

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 HASI?

Accepted Answer

QoQ changes for HASI 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	5.4M	$198.4M	0.0%	$2896.4B
Wellington	475.6K	$17.5M	0.0%	$535.5B
Geode Capital	452.3K	$16.6M	0.0%	$1607.5B
Fidelity (FMR)	135.5K	$5.0M	0.0%	$1898.4B
Franklin Templeton	134.5K	$4.9M	0.0%	$408.3B
Man Group	116.1K	$4.3M	0.0%	$55.1B
PDT Partners	107.2K	$3.9M	0.2%	$1.7B
Citadel	92.7K	$3.4M	0.0%	$618.5B
American Century	84.3K	$3.1M	0.0%	$194.3B
Balyasny	81.5K	$3.0M	0.0%	$77.1B
Millennium	68.3K	$2.5M	0.0%	$240.3B
Brevan Howard	62.9K	$2.3M	0.0%	$11.3B
Northern Trust	57.3K	$2.1M	0.0%	$756.6B
Citadel	21.2K	$779K	0.0%	$618.5B
DFA	6.5K	$239K	—	$481.4B
Citadel	5.8K	$213K	—	$618.5B
Neuberger Berman (Eisman)	4.1K	$152K	0.0%	$131.4B
BlackRock	457	$17K	—	$5723.5B
AQR Capital	27	$992	—	$218.4B

HASI

Who Holds HASI

Changes This Quarter