Question 1

Which hedge funds and institutional investors hold SM?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for SM?

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 SM?

Accepted Answer

QoQ changes for SM 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	12.5M	$389.6M	0.0%	$2896.4B
Aristeia	10.8M	$338.0M	7.0%	$4.8B
American Century	8.9M	$278.2M	0.1%	$194.3B
Millennium	5.0M	$156.9M	0.1%	$240.3B
Fidelity (FMR)	3.5M	$110.3M	0.0%	$1898.4B
Gotham Asset	1.2M	$38.3M	0.1%	$32.7B
Fisher Investments	981.4K	$30.6M	0.0%	$294.9B
Invesco	895.9K	$27.9M	0.0%	$653.3B
Geode Capital	835.5K	$26.1M	0.0%	$1607.5B
GMO	716.9K	$22.4M	0.1%	$39.1B
Hotchkis & Wiley	504.9K	$15.7M	0.0%	$32.4B
Tudor	484.0K	$15.1M	0.0%	$53.9B
Citadel	483.8K	$15.1M	0.0%	$618.5B
DFA	418.6K	$13.1M	0.0%	$481.4B
Citadel	337.6K	$10.5M	0.0%	$618.5B
Adage Capital	300.0K	$9.4M	0.0%	$64.8B
ExodusPoint	256.1K	$8.0M	0.1%	$12.4B
Arrowstreet	247.8K	$7.7M	0.0%	$184.8B
Segall Bryant	223.2K	$7.0M	0.1%	$7.0B
Caxton	208.7K	$6.5M	0.1%	$4.4B
DE Shaw	176.2K	$5.5M	0.0%	$166.3B
Franklin Templeton	163.2K	$5.1M	0.0%	$408.3B
Marshall Wace	135.3K	$4.2M	0.0%	$100.4B
Man Group	120.2K	$3.7M	0.0%	$55.1B
Wellington	71.8K	$2.2M	0.0%	$535.5B
Tudor	42.6K	$1.3M	0.0%	$53.9B
Balyasny	39.6K	$1.2M	0.0%	$77.1B
Tudor	31.1K	$970K	0.0%	$53.9B
Citadel	26.4K	$823K	0.0%	$618.5B
Point72	20.4K	$637K	0.0%	$78.1B
Winton	19.0K	$592K	0.0%	$2.9B
Schonfeld	14.0K	$436K	0.0%	$14.2B
Point72	13.1K	$410K	0.0%	$78.1B
Neuberger Berman (Eisman)	3.3K	$104K	0.0%	$131.4B
Northern Trust	1.7K	$53K	—	$756.6B
BlackRock	868	$27K	—	$5723.5B
LSV	232.7K	$7K	0.0%	$46.4M
AQR Capital	10	$312	—	$218.4B

SM

Who Holds SM

Changes This Quarter