Question 1

Which hedge funds and institutional investors hold PTB?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for PTB?

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 PTB?

Accepted Answer

QoQ changes for PTB 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
Balyasny	1.2M	$19.6M	0.0%	$77.1B
Renaissance Tech	1.1M	$19.0M	0.0%	$63.9B
American Century	613.6K	$10.5M	0.0%	$194.3B
State Street	526.3K	$9.0M	0.0%	$2896.4B
Arrowstreet	492.5K	$8.4M	0.0%	$184.8B
Gabelli	444.3K	$7.6M	0.1%	$14.8B
Millennium	244.5K	$4.2M	0.0%	$240.3B
AQR Capital	143.5K	$2.4M	0.0%	$218.4B
Geode Capital	75.9K	$1.3M	0.0%	$1607.5B
Citadel	39.0K	$664K	0.0%	$618.5B
DE Shaw	24.2K	$412K	0.0%	$166.3B
Soros Fund	23.4K	$399K	0.0%	$9.1B
Citadel	19.9K	$339K	0.0%	$618.5B
BlackRock	10.5K	$178K	—	$5723.5B
Invesco	10.2K	$174K	—	$653.3B
DFA	7.1K	$122K	—	$481.4B
Northern Trust	4.6K	$78K	—	$756.6B
Franklin Templeton	2.6K	$44K	—	$408.3B
Fidelity (FMR)	159	$3K	—	$1898.4B

PTB

Who Holds PTB

Changes This Quarter