Question 1

Which hedge funds and institutional investors hold MBWM?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for MBWM?

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 MBWM?

Accepted Answer

QoQ changes for MBWM 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
American Century	561.5K	$28.4M	0.0%	$194.3B
State Street	502.5K	$25.4M	0.0%	$2896.4B
Renaissance Tech	472.2K	$23.8M	0.0%	$63.9B
Hotchkis & Wiley	191.2K	$9.7M	0.0%	$32.4B
Two Sigma	181.6K	$9.2M	0.0%	$123.9B
AQR Capital	142.0K	$7.2M	0.0%	$218.4B
Arrowstreet	64.9K	$3.3M	0.0%	$184.8B
Geode Capital	61.8K	$3.1M	0.0%	$1607.5B
Northern Trust	61.3K	$3.1M	0.0%	$756.6B
DFA	33.8K	$1.7M	0.0%	$481.4B
Citadel	28.9K	$1.5M	0.0%	$618.5B
Man Group	16.5K	$831K	0.0%	$55.1B
Wellington	10.6K	$537K	0.0%	$535.5B
Fidelity (FMR)	712	$36K	—	$1898.4B
Franklin Templeton	459	$23K	—	$408.3B
LSV	283.2K	$14K	0.0%	$46.4M
BlackRock	165	$8K	—	$5723.5B

MBWM

Who Holds MBWM

Changes This Quarter