Question 1

Which hedge funds and institutional investors hold SMR?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for SMR?

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 SMR?

Accepted Answer

QoQ changes for SMR 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
Renaissance Tech	5.5M	$59.1M	0.1%	$63.9B
Citadel	3.9M	$41.8M	0.0%	$618.5B
Two Sigma	3.7M	$40.4M	0.0%	$123.9B
State Street	3.5M	$38.4M	0.0%	$2896.4B
Citadel	2.2M	$24.1M	0.0%	$618.5B
Millennium	1.4M	$15.0M	0.0%	$240.3B
Marshall Wace	1.4M	$14.8M	0.0%	$100.4B
Tudor	984.7K	$10.7M	0.0%	$53.9B
Citadel	842.6K	$9.1M	0.0%	$618.5B
ExodusPoint	750.0K	$8.1M	0.1%	$12.4B
Balyasny	609.4K	$6.6M	0.0%	$77.1B
Geode Capital	544.5K	$5.9M	0.0%	$1607.5B
DE Shaw	412.9K	$4.5M	0.0%	$166.3B
ExodusPoint	390.3K	$4.2M	0.0%	$12.4B
Brevan Howard	272.9K	$3.0M	0.0%	$11.3B
Tudor	267.5K	$2.9M	0.0%	$53.9B
Point72	248.4K	$2.7M	0.0%	$78.1B
DE Shaw	213.7K	$2.3M	0.0%	$166.3B
DE Shaw	184.2K	$2.0M	0.0%	$166.3B
Man Group	131.3K	$1.4M	0.0%	$55.1B
Point72	110.6K	$1.2M	0.0%	$78.1B
Millennium	101.8K	$1.1M	0.0%	$240.3B
BlackRock	82.1K	$890K	—	$5723.5B
Tudor	81.2K	$880K	0.0%	$53.9B
Soros Fund	70.4K	$763K	0.0%	$9.1B
Point72	69.0K	$748K	0.0%	$78.1B
Hudson Bay	57.9K	$628K	0.0%	$29.0B
Polen Capital	21.2K	$230K	0.0%	$14.5B
Franklin Templeton	20.5K	$222K	0.0%	$408.3B
Neuberger Berman (Eisman)	19.5K	$211K	0.0%	$131.4B
Invesco	18.6K	$202K	—	$653.3B
AQR Capital	15.1K	$164K	0.0%	$218.4B
Two Sigma	14.0K	$152K	0.0%	$123.9B
Northern Trust	2.0K	$22K	—	$756.6B
Fidelity (FMR)	1.9K	$20K	—	$1898.4B

SMR

Who Holds SMR