Question 1

Which hedge funds and institutional investors hold SMBK?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for SMBK?

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 SMBK?

Accepted Answer

QoQ changes for SMBK 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	440.5K	$17.2M	0.0%	$2896.4B
American Century	371.8K	$14.5M	0.0%	$194.3B
First Eagle	224.0K	$8.8M	0.0%	$59.0B
Two Sigma	169.9K	$6.6M	0.0%	$123.9B
Renaissance Tech	152.3K	$6.0M	0.0%	$63.9B
Millennium	92.7K	$3.6M	0.0%	$240.3B
Geode Capital	52.5K	$2.1M	0.0%	$1607.5B
Arrowstreet	50.4K	$2.0M	0.0%	$184.8B
Tudor	45.7K	$1.8M	0.0%	$53.9B
DE Shaw	42.6K	$1.7M	0.0%	$166.3B
BlackRock	36.1K	$1.4M	—	$5723.5B
DFA	27.5K	$1.1M	0.0%	$481.4B
Man Group	13.6K	$530K	0.0%	$55.1B
Invesco	11.5K	$449K	0.0%	$653.3B
Point72	10.8K	$421K	0.0%	$78.1B
Citadel	10.0K	$392K	0.0%	$618.5B
Wellington	8.7K	$341K	0.0%	$535.5B
Northern Trust	889	$35K	—	$756.6B
Franklin Templeton	319	$12K	—	$408.3B
Acadian	284.2K	$11K	0.0%	$70.5M
Fidelity (FMR)	128	$5K	—	$1898.4B
AQR Capital	94	$4K	—	$218.4B

SMBK

Who Holds SMBK

Changes This Quarter