Question 1

Which hedge funds and institutional investors hold SRI?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for SRI?

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 SRI?

Accepted Answer

QoQ changes for SRI 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	858.5K	$4.1M	0.0%	$194.3B
Marshall Wace	507.8K	$2.5M	0.0%	$100.4B
Millennium	402.3K	$1.9M	0.0%	$240.3B
Two Sigma	388.0K	$1.9M	0.0%	$123.9B
Arrowstreet	373.6K	$1.8M	0.0%	$184.8B
Man Group	297.7K	$1.4M	0.0%	$55.1B
Renaissance Tech	284.9K	$1.4M	0.0%	$63.9B
DE Shaw	238.5K	$1.2M	0.0%	$166.3B
State Street	134.3K	$649K	—	$2896.4B
Tudor	128.1K	$619K	0.0%	$53.9B
Point72	105.0K	$507K	0.0%	$78.1B
Geode Capital	61.1K	$295K	—	$1607.5B
Citadel	60.8K	$294K	—	$618.5B
Gabelli	59.0K	$285K	0.0%	$14.8B
Hudson Bay	50.2K	$242K	0.0%	$29.0B
Schonfeld	41.2K	$199K	0.0%	$14.2B
DFA	36.9K	$178K	—	$481.4B
Hotchkis & Wiley	14.5K	$70K	0.0%	$32.4B
Brevan Howard	13.1K	$63K	0.0%	$11.3B
Acadian	718.9K	$3K	0.0%	$70.5M
Fidelity (FMR)	494	$2K	—	$1898.4B
Northern Trust	478	$2K	—	$756.6B
AQR Capital	52	$251	—	$218.4B
BlackRock	26	$126	—	$5723.5B

SRI

Who Holds SRI

Changes This Quarter