Question 1

Which hedge funds and institutional investors hold SXI?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for SXI?

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 SXI?

Accepted Answer

QoQ changes for SXI 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	498.4K	$127.0M	0.0%	$2896.4B
Capital Research	248.6K	$63.4M	0.0%	$644.6B
Invesco	90.3K	$23.0M	0.0%	$653.3B
Segall Bryant	75.9K	$19.3M	0.3%	$7.0B
Gabelli	44.2K	$11.3M	0.1%	$14.8B
Geode Capital	42.3K	$10.8M	0.0%	$1607.5B
DFA	19.7K	$5.0M	0.0%	$481.4B
American Century	12.2K	$3.1M	0.0%	$194.3B
Citadel	8.7K	$2.2M	0.0%	$618.5B
DE Shaw	7.0K	$1.8M	0.0%	$166.3B
DE Shaw	3.5K	$892K	0.0%	$166.3B
DE Shaw	3.2K	$816K	0.0%	$166.3B
Neuberger Berman (Eisman)	2.2K	$560K	0.0%	$131.4B
Citadel	1.1K	$280K	—	$618.5B
Citadel	1.1K	$280K	—	$618.5B
Gotham Asset	949	$242K	0.0%	$32.7B
Franklin Templeton	726	$185K	—	$408.3B
Fidelity (FMR)	567	$144K	—	$1898.4B
Northern Trust	520	$133K	—	$756.6B
BlackRock	38	$10K	—	$5723.5B
AQR Capital	3	$765	—	$218.4B

SXI

Who Holds SXI

Changes This Quarter