Question 1

Which hedge funds and institutional investors hold MSA?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for MSA?

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 MSA?

Accepted Answer

QoQ changes for MSA 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
Ruane Cunniff (Sequoia)	1.8M	$291.2M	4.8%	$6.0B
State Street	1.5M	$252.3M	0.0%	$2896.4B
Conestoga	664.8K	$109.0M	2.2%	$5.0B
Franklin Templeton	532.9K	$87.4M	0.0%	$408.3B
Invesco	376.0K	$61.6M	0.0%	$653.3B
Capital World	229.7K	$37.7M	0.0%	$732.9B
Geode Capital	139.6K	$22.9M	0.0%	$1607.5B
Gotham Asset	74.1K	$12.1M	0.0%	$32.7B
DE Shaw	51.8K	$8.5M	0.0%	$166.3B
ExodusPoint	46.3K	$7.6M	0.1%	$12.4B
Millennium	39.4K	$6.5M	0.0%	$240.3B
American Century	39.4K	$6.5M	0.0%	$194.3B
Winton	35.4K	$5.8M	0.2%	$2.9B
DFA	31.1K	$5.1M	0.0%	$481.4B
Citadel	21.8K	$3.6M	0.0%	$618.5B
Man Group	9.7K	$1.6M	0.0%	$55.1B
Gabelli	6.0K	$984K	0.0%	$14.8B
Baillie Gifford	5.4K	$889K	0.0%	$97.9B
Brevan Howard	4.7K	$773K	0.0%	$11.3B
Citadel	3.8K	$623K	0.0%	$618.5B
Northern Trust	3.8K	$618K	0.0%	$756.6B
Tudor	2.7K	$441K	0.0%	$53.9B
Bridgewater	2.6K	$431K	0.0%	$22.4B
Balyasny	2.2K	$361K	0.0%	$77.1B
Neuberger Berman (Eisman)	1.6K	$261K	0.0%	$131.4B
Marshall Wace	1.4K	$230K	0.0%	$100.4B
Fidelity (FMR)	729	$120K	—	$1898.4B
BlackRock	146	$24K	—	$5723.5B
AQR Capital	124	$20K	—	$218.4B
Acadian	35.7K	$6K	0.0%	$70.5M
First Eagle	24	$4K	—	$59.0B
Kayne Anderson	1	$164	—	$34.0B

MSA

Who Holds MSA

Changes This Quarter