Question 1

Which hedge funds and institutional investors hold SHG?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for SHG?

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 SHG?

Accepted Answer

QoQ changes for SHG 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
American Century	1.5M	$94.2M	0.0%	$194.3B
Pzena	690.7K	$42.4M	0.1%	$30.8B
Arrowstreet	490.2K	$30.1M	0.0%	$184.8B
Two Sigma	236.9K	$14.5M	0.0%	$123.9B
Wellington	118.6K	$7.3M	0.0%	$535.5B
Millennium	117.0K	$7.2M	0.0%	$240.3B
ClearBridge	108.4K	$6.6M	0.0%	$114.9B
Capital World	100.6K	$6.0M	0.0%	$732.9B
Fidelity (FMR)	60.9K	$3.7M	0.0%	$1898.4B
DFA	57.7K	$3.5M	0.0%	$481.4B
Gabelli	56.3K	$3.5M	0.0%	$14.8B
Brandes	53.6K	$3.3M	0.0%	$14.1B
State Street	33.8K	$2.1M	0.0%	$2896.4B
Marshall Wace	32.3K	$2.0M	0.0%	$100.4B
Capital Research	28.8K	$1.7M	0.0%	$644.6B
GMO	26.2K	$1.6M	0.0%	$39.1B
Maverick Capital	23.8K	$1.5M	0.0%	$8.7B
Citadel	21.3K	$1.3M	0.0%	$618.5B
DE Shaw	18.5K	$1.1M	0.0%	$166.3B
AQR Capital	17.1K	$1.0M	0.0%	$218.4B
Northern Trust	8.2K	$503K	0.0%	$756.6B
Franklin Templeton	6.2K	$383K	0.0%	$408.3B
Citadel	6.1K	$374K	0.0%	$618.5B
Mondrian	5.5K	$337K	0.0%	$6.7B
Geode Capital	4.7K	$286K	—	$1607.5B
Schonfeld	3.3K	$200K	0.0%	$14.2B
Neuberger Berman (Eisman)	330	$20K	—	$131.4B
Acadian	170.6K	$10K	0.0%	$70.5M
BlackRock	140	$9K	—	$5723.5B
LSV	9.8K	$601	0.0%	$46.4M

SHG

Who Holds SHG

Changes This Quarter