Question 1

Which hedge funds and institutional investors hold PLUS?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for PLUS?

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 PLUS?

Accepted Answer

QoQ changes for PLUS 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	1.0M	$76.3M	0.0%	$2896.4B
American Century	976.2K	$73.5M	0.0%	$194.3B
WCM	176.8K	$13.0M	0.0%	$43.8B
Hotchkis & Wiley	162.2K	$12.2M	0.0%	$32.4B
Wellington	156.5K	$11.8M	0.0%	$535.5B
Invesco	131.0K	$9.9M	0.0%	$653.3B
Two Sigma	112.1K	$8.4M	0.0%	$123.9B
Geode Capital	93.0K	$7.0M	0.0%	$1607.5B
Fidelity (FMR)	88.7K	$6.7M	0.0%	$1898.4B
DFA	51.7K	$3.9M	0.0%	$481.4B
ExodusPoint	19.6K	$1.5M	0.0%	$12.4B
Segall Bryant	15.7K	$1.2M	0.0%	$7.0B
Citadel	13.6K	$1.0M	0.0%	$618.5B
DE Shaw	11.0K	$829K	0.0%	$166.3B
Northern Trust	7.2K	$539K	0.0%	$756.6B
Renaissance Tech	6.3K	$474K	0.0%	$63.9B
Franklin Templeton	1.7K	$126K	—	$408.3B
BlackRock	199	$15K	—	$5723.5B
Neuberger Berman (Eisman)	170	$13K	—	$131.4B
AQR Capital	121	$9K	—	$218.4B
LSV	6.6K	$497	0.0%	$46.4M

PLUS

Who Holds PLUS

Changes This Quarter