Question 1

Which hedge funds and institutional investors hold SHO?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for SHO?

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 SHO?

Accepted Answer

QoQ changes for SHO 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	10.8M	$98.3M	0.0%	$2896.4B
Adage Capital	3.1M	$27.9M	0.0%	$64.8B
Balyasny	3.1M	$27.5M	0.0%	$77.1B
Citadel	2.5M	$22.2M	0.0%	$618.5B
Millennium	2.4M	$21.5M	0.0%	$240.3B
William Blair	1.9M	$16.7M	0.1%	$30.3B
Fisher Investments	1.2M	$10.8M	0.0%	$294.9B
Davis Advisors	889.7K	$8.0M	0.0%	$21.8B
Arrowstreet	759.0K	$6.8M	0.0%	$184.8B
Geode Capital	672.5K	$6.1M	0.0%	$1607.5B
Winton	391.1K	$3.5M	0.1%	$2.9B
Franklin Templeton	373.0K	$3.4M	0.0%	$408.3B
Renaissance Tech	337.0K	$3.0M	0.0%	$63.9B
Two Sigma	139.7K	$1.3M	0.0%	$123.9B
Man Group	127.2K	$1.1M	0.0%	$55.1B
American Century	101.2K	$912K	0.0%	$194.3B
DFA	52.9K	$477K	0.0%	$481.4B
Northern Trust	49.6K	$447K	0.0%	$756.6B
Tudor	23.0K	$207K	0.0%	$53.9B
Invesco	7.4K	$67K	—	$653.3B
BlackRock	1.2K	$11K	—	$5723.5B
Fidelity (FMR)	769	$7K	—	$1898.4B
AQR Capital	74	$667	—	$218.4B

SHO

Who Holds SHO

Changes This Quarter