Question 1

Which hedge funds and institutional investors hold SWX?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for SWX?

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 SWX?

Accepted Answer

QoQ changes for SWX 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
Corvex	4.3M	$375.2M	14.9%	$2.5B
State Street	2.4M	$210.4M	0.0%	$2896.4B
Maverick Capital	2.1M	$184.8M	2.1%	$8.7B
Adage Capital	1.5M	$128.2M	0.2%	$64.8B
Gabelli	966.1K	$84.0M	0.6%	$14.8B
Balyasny	565.9K	$49.2M	0.1%	$77.1B
Point72	514.8K	$44.7M	0.1%	$78.1B
Renaissance Tech	459.0K	$39.9M	0.1%	$63.9B
Invesco	355.5K	$30.9M	0.0%	$653.3B
Geode Capital	304.8K	$26.5M	0.0%	$1607.5B
Man Group	167.6K	$14.6M	0.0%	$55.1B
DE Shaw	113.0K	$9.8M	0.0%	$166.3B
Fidelity (FMR)	97.9K	$8.5M	0.0%	$1898.4B
Citadel	69.8K	$6.1M	0.0%	$618.5B
Millennium	56.4K	$4.9M	0.0%	$240.3B
Franklin Templeton	51.8K	$4.5M	0.0%	$408.3B
DFA	50.8K	$4.4M	0.0%	$481.4B
American Century	48.4K	$4.2M	0.0%	$194.3B
Arrowstreet	43.7K	$3.8M	0.0%	$184.8B
Brevan Howard	36.4K	$3.2M	0.0%	$11.3B
Wellington	29.8K	$2.6M	0.0%	$535.5B
Northern Trust	13.3K	$1.2M	0.0%	$756.6B
ExodusPoint	7.3K	$637K	0.0%	$12.4B
AQR Capital	4.3K	$377K	0.0%	$218.4B
Schonfeld	2.7K	$238K	0.0%	$14.2B
Two Sigma	2.6K	$226K	0.0%	$123.9B
Hudson Bay	1.2K	$103K	0.0%	$29.0B
Neuberger Berman (Eisman)	275	$24K	—	$131.4B
BlackRock	29	$3K	—	$5723.5B
Acadian	5.8K	$505	0.0%	$70.5M

SWX

Who Holds SWX

Changes This Quarter