Question 1

Which hedge funds and institutional investors hold SMBC?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for SMBC?

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 SMBC?

Accepted Answer

QoQ changes for SMBC 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	315.8K	$20.2M	0.0%	$194.3B
State Street	281.5K	$18.0M	0.0%	$2896.4B
Hotchkis & Wiley	154.8K	$9.9M	0.0%	$32.4B
Renaissance Tech	91.5K	$5.9M	0.0%	$63.9B
BlackRock	68.6K	$4.4M	0.0%	$5723.5B
Millennium	47.0K	$3.0M	0.0%	$240.3B
Two Sigma	44.2K	$2.8M	0.0%	$123.9B
Geode Capital	33.7K	$2.2M	0.0%	$1607.5B
DE Shaw	25.6K	$1.6M	0.0%	$166.3B
DFA	17.7K	$1.1M	0.0%	$481.4B
Brevan Howard	3.9K	$247K	0.0%	$11.3B
Northern Trust	470	$30K	—	$756.6B
Franklin Templeton	399	$26K	—	$408.3B
AQR Capital	306	$20K	—	$218.4B
Fidelity (FMR)	85	$5K	—	$1898.4B
Acadian	46.1K	$3K	0.0%	$70.5M

SMBC

Who Holds SMBC

Changes This Quarter