Question 1

Which hedge funds and institutional investors hold JOE?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for JOE?

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 JOE?

Accepted Answer

QoQ changes for JOE 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
Fairholme	19.2M	$1.2B	79.7%	$1.5B
State Street	1.5M	$93.3M	0.0%	$2896.4B
Select Equity	1.3M	$80.1M	0.4%	$19.5B
Horizon Kinetics	542.6K	$34.1M	0.4%	$9.2B
Gabelli	520.4K	$32.7M	0.2%	$14.8B
Capital Research	513.7K	$32.3M	0.0%	$644.6B
Invesco	319.1K	$20.0M	0.0%	$653.3B
Two Sigma	167.7K	$10.5M	0.0%	$123.9B
Geode Capital	139.3K	$8.7M	0.0%	$1607.5B
American Century	81.5K	$5.1M	0.0%	$194.3B
Renaissance Tech	54.9K	$3.4M	0.0%	$63.9B
Point72	48.9K	$3.1M	0.0%	$78.1B
Citadel	46.4K	$2.9M	0.0%	$618.5B
DFA	40.0K	$2.5M	0.0%	$481.4B
Citadel	33.2K	$2.1M	0.0%	$618.5B
DE Shaw	21.4K	$1.3M	0.0%	$166.3B
DE Shaw	21.0K	$1.3M	0.0%	$166.3B
Corsair Capital	20.0K	$1.3M	0.2%	$673.0M
Millennium	19.9K	$1.2M	0.0%	$240.3B
Franklin Templeton	18.7K	$1.2M	0.0%	$408.3B
Winton	17.1K	$1.1M	0.0%	$2.9B
Brevan Howard	14.9K	$934K	0.0%	$11.3B
Arrowstreet	13.8K	$867K	0.0%	$184.8B
Schonfeld	13.1K	$824K	0.0%	$14.2B
Citadel	7.9K	$496K	0.0%	$618.5B
Gotham Asset	5.6K	$352K	0.0%	$32.7B
Fidelity (FMR)	4.1K	$259K	—	$1898.4B
Northern Trust	1.2K	$75K	—	$756.6B
BlackRock	68	$4K	—	$5723.5B
Neuberger Berman (Eisman)	57	$4K	—	$131.4B
Acadian	17.2K	$1K	0.0%	$70.5M
AQR Capital	5	$314	—	$218.4B

JOE

Who Holds JOE

Changes This Quarter