Question 1

Which hedge funds and institutional investors hold SMG?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for SMG?

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 SMG?

Accepted Answer

QoQ changes for SMG 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	1.5M	$92.4M	0.0%	$2896.4B
Arrowstreet	1.3M	$78.4M	0.0%	$184.8B
Brandes	596.7K	$36.3M	0.3%	$14.1B
Two Sigma	534.1K	$32.5M	0.0%	$123.9B
Millennium	400.2K	$24.3M	0.0%	$240.3B
Epoch	369.8K	$22.5M	0.1%	$16.5B
Schonfeld	362.5K	$22.0M	0.2%	$14.2B
Balyasny	190.0K	$11.6M	0.0%	$77.1B
Geode Capital	171.1K	$10.4M	0.0%	$1607.5B
Markel	159.0K	$9.7M	0.1%	$11.9B
Citadel	123.6K	$7.5M	0.0%	$618.5B
Point72	115.0K	$7.0M	0.0%	$78.1B
Gabelli	88.1K	$5.4M	0.0%	$14.8B
Winton	87.6K	$5.3M	0.2%	$2.9B
Balyasny	76.6K	$4.7M	0.0%	$77.1B
Bridgewater	62.4K	$3.8M	0.0%	$22.4B
Segall Bryant	54.9K	$3.3M	0.0%	$7.0B
Gotham Asset	50.6K	$3.1M	0.0%	$32.7B
Citadel	47.4K	$2.9M	0.0%	$618.5B
American Century	46.2K	$2.8M	0.0%	$194.3B
ExodusPoint	38.8K	$2.4M	0.0%	$12.4B
DFA	37.9K	$2.3M	0.0%	$481.4B
Northern Trust	26.6K	$1.6M	0.0%	$756.6B
Citadel	25.1K	$1.5M	0.0%	$618.5B
PDT Partners	23.2K	$1.4M	0.1%	$1.7B
Fidelity (FMR)	17.8K	$1.1M	0.0%	$1898.4B
Franklin Templeton	15.4K	$936K	0.0%	$408.3B
Aristeia	9.7K	$593K	0.0%	$4.8B
Wellington	7.7K	$471K	0.0%	$535.5B
Tudor	5.9K	$359K	0.0%	$53.9B
Brevan Howard	4.8K	$289K	0.0%	$11.3B
Kayne Anderson	4.4K	$265K	0.0%	$34.0B
BlackRock	1.2K	$73K	—	$5723.5B
Man Group	840	$51K	0.0%	$55.1B
AQR Capital	548	$33K	—	$218.4B
Neuberger Berman (Eisman)	52	$3K	—	$131.4B

SMG

Who Holds SMG

Changes This Quarter