Question 1

Which hedge funds and institutional investors hold PBV?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for PBV?

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 PBV?

Accepted Answer

QoQ changes for PBV 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	2.0M	$116.8M	0.0%	$2896.4B
Kayne Anderson	1.7M	$103.4M	0.3%	$34.0B
Capital Research	894.7K	$53.0M	0.0%	$644.6B
Brandes	668.3K	$39.6M	0.3%	$14.1B
Millennium	258.3K	$15.3M	0.0%	$240.3B
Fisher Investments	251.2K	$14.9M	0.0%	$294.9B
Citadel	183.4K	$10.9M	0.0%	$618.5B
Geode Capital	168.8K	$10.0M	0.0%	$1607.5B
Hotchkis & Wiley	136.8K	$8.1M	0.0%	$32.4B
Man Group	136.5K	$8.1M	0.0%	$55.1B
ClearBridge	113.1K	$6.7M	0.0%	$114.9B
American Century	101.9K	$6.0M	0.0%	$194.3B
DFA	84.9K	$5.0M	0.0%	$481.4B
Jennison	49.9K	$3.0M	0.0%	$145.4B
Renaissance Tech	36.7K	$2.2M	0.0%	$63.9B
Marshall Wace	20.3K	$1.2M	0.0%	$100.4B
Gotham Asset	14.3K	$848K	0.0%	$32.7B
Northern Trust	11.3K	$670K	0.0%	$756.6B
Aristeia	8.6K	$511K	0.0%	$4.8B
Two Sigma	6.8K	$403K	0.0%	$123.9B
DE Shaw	5.2K	$307K	0.0%	$166.3B
Franklin Templeton	3.9K	$230K	0.0%	$408.3B
Fidelity (FMR)	2.0K	$118K	—	$1898.4B
Wellington	1.7K	$103K	—	$535.5B
Neuberger Berman (Eisman)	276	$16K	—	$131.4B
BlackRock	214	$13K	—	$5723.5B
AQR Capital	21	$1K	—	$218.4B
LSV	7.0K	$415	0.0%	$46.4M

PBV

Who Holds PBV

Changes This Quarter