Question 1

Which hedge funds and institutional investors hold PBR?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for PBR?

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 PBR?

Accepted Answer

QoQ changes for PBR 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
Arrowstreet	28.6M	$592.5M	0.3%	$184.8B
Capital World	14.1M	$292.6M	0.0%	$732.9B
Fisher Investments	11.8M	$245.5M	0.1%	$294.9B
Mondrian	11.1M	$230.4M	3.4%	$6.7B
Renaissance Tech	7.7M	$159.0M	0.2%	$63.9B
State Street	5.7M	$117.2M	0.0%	$2896.4B
American Century	4.2M	$86.7M	0.0%	$194.3B
Citadel	3.9M	$80.9M	0.0%	$618.5B
Baillie Gifford	2.8M	$58.7M	0.1%	$97.9B
Citadel	2.7M	$56.9M	0.0%	$618.5B
Fidelity (FMR)	2.3M	$48.1M	0.0%	$1898.4B
Point72	2.3M	$47.8M	0.1%	$78.1B
DE Shaw	1.4M	$28.5M	0.0%	$166.3B
Bridgewater	1.2M	$23.9M	0.1%	$22.4B
Millennium	977.6K	$20.3M	0.0%	$240.3B
Point72	509.5K	$10.6M	0.0%	$78.1B
Invesco	491.4K	$10.2M	0.0%	$653.3B
Marshall Wace	449.0K	$9.3M	0.0%	$100.4B
Millennium	387.0K	$8.0M	0.0%	$240.3B
Oaktree	385.2K	$8.0M	14.0%	$56.9M
Thornburg	345.7K	$7.2M	0.1%	$9.6B
Millennium	332.4K	$6.9M	0.0%	$240.3B
DE Shaw	250.0K	$5.2M	0.0%	$166.3B
AQR Capital	126.3K	$2.6M	0.0%	$218.4B
Tudor	123.0K	$2.6M	0.0%	$53.9B
Man Group	76.7K	$1.6M	0.0%	$55.1B
Tudor	73.7K	$1.5M	0.0%	$53.9B
DFA	71.6K	$1.5M	0.0%	$481.4B
Citadel	70.0K	$1.5M	0.0%	$618.5B
Franklin Templeton	69.7K	$1.4M	0.0%	$408.3B
Two Sigma	61.4K	$1.3M	0.0%	$123.9B
Gabelli	35.0K	$726K	0.0%	$14.8B
Two Sigma	35.0K	$726K	0.0%	$123.9B
Dodge & Cox	31.2K	$647K	0.0%	$182.0B
Segall Bryant	29.8K	$618K	0.0%	$7.0B
GMO	24.0K	$499K	0.0%	$39.1B
Tudor	18.4K	$382K	0.0%	$53.9B
Neuberger Berman (Eisman)	14.3K	$297K	0.0%	$131.4B
Schonfeld	11.8K	$244K	0.0%	$14.2B
Northern Trust	11.6K	$242K	—	$756.6B
Wellington	9.8K	$203K	—	$535.5B
Acadian	7.5M	$155K	0.2%	$70.5M
BlackRock	74	$2K	—	$5723.5B
LSV	22.0K	$457	0.0%	$46.4M

PBR

Who Holds PBR