Question 1

Which hedge funds and institutional investors hold IMA?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for IMA?

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 IMA?

Accepted Answer

QoQ changes for IMA 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
Orbis	5.1M	$195.1M	0.8%	$23.7B
State Street	898.5K	$34.2M	0.0%	$2896.4B
Fidelity (FMR)	881.2K	$33.5M	0.0%	$1898.4B
American Century	725.6K	$27.6M	0.0%	$194.3B
Two Sigma	691.5K	$26.3M	0.0%	$123.9B
Point72	600.0K	$22.8M	0.0%	$78.1B
PRIMECAP	535.4K	$20.4M	0.0%	$127.0B
Marshall Wace	384.6K	$14.6M	0.0%	$100.4B
Millennium	205.3K	$7.8M	0.0%	$240.3B
Citadel	141.7K	$5.4M	0.0%	$618.5B
Renaissance Tech	74.1K	$2.8M	0.0%	$63.9B
Gabelli	72.0K	$2.7M	0.0%	$14.8B
Geode Capital	55.3K	$2.1M	0.0%	$1607.5B
Hudson Bay	54.5K	$2.1M	0.0%	$29.0B
BlackRock	52.3K	$2.0M	—	$5723.5B
PDT Partners	51.6K	$2.0M	0.1%	$1.7B
DFA	41.8K	$1.6M	0.0%	$481.4B
ExodusPoint	34.5K	$1.3M	0.0%	$12.4B
Citadel	19.3K	$734K	0.0%	$618.5B
Brevan Howard	14.6K	$554K	0.0%	$11.3B
DE Shaw	13.3K	$504K	0.0%	$166.3B
Wellington	11.6K	$442K	0.0%	$535.5B
Franklin Templeton	9.1K	$345K	0.0%	$408.3B
Northern Trust	7.0K	$266K	—	$756.6B
Neuberger Berman (Eisman)	954	$36K	—	$131.4B
AQR Capital	22	$836	—	$218.4B

IMA

Who Holds IMA

Changes This Quarter