Question 1

Which hedge funds and institutional investors hold MSEX?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for MSEX?

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 MSEX?

Accepted Answer

QoQ changes for MSEX 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	744.1K	$38.7M	0.0%	$2896.4B
Invesco	273.4K	$14.2M	0.0%	$653.3B
Renaissance Tech	147.0K	$7.7M	0.0%	$63.9B
Geode Capital	66.8K	$3.5M	0.0%	$1607.5B
Two Sigma	65.5K	$3.4M	0.0%	$123.9B
Millennium	40.8K	$2.1M	0.0%	$240.3B
BlackRock	34.7K	$1.8M	—	$5723.5B
DE Shaw	26.4K	$1.4M	0.0%	$166.3B
Citadel	18.9K	$983K	0.0%	$618.5B
Gabelli	18.4K	$955K	0.0%	$14.8B
Citadel	14.7K	$765K	0.0%	$618.5B
DFA	12.3K	$638K	0.0%	$481.4B
Franklin Templeton	11.7K	$611K	0.0%	$408.3B
Northern Trust	4.8K	$252K	—	$756.6B
Point72	4.4K	$229K	0.0%	$78.1B
Fidelity (FMR)	1.6K	$83K	—	$1898.4B
Neuberger Berman (Eisman)	40	$2K	—	$131.4B
AQR Capital	31	$2K	—	$218.4B

MSEX

Who Holds MSEX

Changes This Quarter