Question 1

Which hedge funds and institutional investors hold SMRT?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for SMRT?

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 SMRT?

Accepted Answer

QoQ changes for SMRT 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
Marshall Wace	4.4M	$6.6M	0.0%	$100.4B
Millennium	3.2M	$4.9M	0.0%	$240.3B
Renaissance Tech	1.1M	$1.7M	0.0%	$63.9B
State Street	890.1K	$1.3M	—	$2896.4B
Citadel	451.8K	$678K	0.0%	$618.5B
Schonfeld	432.5K	$649K	0.0%	$14.2B
Geode Capital	406.0K	$609K	—	$1607.5B
Point72	383.2K	$575K	0.0%	$78.1B
Invesco	203.0K	$305K	—	$653.3B
Two Sigma	174.7K	$262K	0.0%	$123.9B
Citadel	172.0K	$258K	—	$618.5B
Hudson Bay	103.1K	$155K	0.0%	$29.0B
American Century	69.0K	$104K	0.0%	$194.3B
Brevan Howard	67.3K	$101K	0.0%	$11.3B
DFA	57.9K	$87K	—	$481.4B
Franklin Templeton	39.5K	$59K	—	$408.3B
BlackRock	28.1K	$42K	—	$5723.5B
ExodusPoint	19.1K	$29K	0.0%	$12.4B
Citadel	15.6K	$23K	—	$618.5B
Neuberger Berman (Eisman)	14.9K	$22K	—	$131.4B
Northern Trust	4.5K	$7K	—	$756.6B
AQR Capital	848	$1K	—	$218.4B
Fidelity (FMR)	266	$398	—	$1898.4B
Acadian	152.0K	$227	0.0%	$70.5M

SMRT

Who Holds SMRT

Changes This Quarter