Question 1

Which hedge funds and institutional investors hold TSN?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for TSN?

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 TSN?

Accepted Answer

QoQ changes for TSN 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
Pzena	17.0M	$1.1B	3.5%	$30.8B
State Street	14.3M	$917.4M	0.0%	$2896.4B
Davis Advisors	13.1M	$838.7M	3.9%	$21.8B
Yacktman	2.5M	$161.1M	2.1%	$7.5B
Millennium	2.3M	$147.1M	0.1%	$240.3B
Two Sigma	2.1M	$131.7M	0.1%	$123.9B
WorldQuant	1.2M	$76.9M	0.3%	$25.9B
Geode Capital	924.1K	$59.2M	0.0%	$1607.5B
Markel	879.5K	$56.3M	0.5%	$11.9B
Artisan Partners	738.7K	$47.3M	0.1%	$62.3B
Gotham Asset	691.9K	$44.3M	0.1%	$32.7B
DE Shaw	604.2K	$38.7M	0.0%	$166.3B
DFA	430.2K	$27.6M	0.0%	$481.4B
BlackRock	426.7K	$27.3M	0.0%	$5723.5B
Citadel	423.1K	$27.1M	0.0%	$618.5B
PRIMECAP	415.0K	$26.6M	0.0%	$127.0B
Fidelity (FMR)	350.0K	$22.4M	0.0%	$1898.4B
Wellington	298.2K	$19.1M	0.0%	$535.5B
Point72	262.4K	$16.8M	0.0%	$78.1B
Adage Capital	251.7K	$16.1M	0.0%	$64.8B
Man Group	238.2K	$15.3M	0.0%	$55.1B
American Century	206.0K	$13.2M	0.0%	$194.3B
Citadel	177.8K	$11.4M	0.0%	$618.5B
DE Shaw	177.7K	$11.4M	0.0%	$166.3B
Millennium	170.8K	$10.9M	0.0%	$240.3B
PDT Partners	127.3K	$8.2M	0.5%	$1.7B
Millennium	126.6K	$8.1M	0.0%	$240.3B
Arrowstreet	111.6K	$7.2M	0.0%	$184.8B
Citadel	109.2K	$7.0M	0.0%	$618.5B
DE Shaw	89.9K	$5.8M	0.0%	$166.3B
Brevan Howard	81.5K	$5.2M	0.0%	$11.3B
Gabelli	76.8K	$4.9M	0.0%	$14.8B
Brandes	51.2K	$3.3M	0.0%	$14.1B
Kayne Anderson	50.8K	$3.3M	0.0%	$34.0B
Schonfeld	31.1K	$2.0M	0.0%	$14.2B
Tudor	28.9K	$1.8M	0.0%	$53.9B
Tweedy Browne	26.1K	$1.7M	0.1%	$1.3B
GMO	16.5K	$1.1M	0.0%	$39.1B
Bridgewater	15.7K	$1.0M	0.0%	$22.4B
Two Sigma	11.0K	$705K	0.0%	$123.9B
Tudor	9.3K	$596K	0.0%	$53.9B
Two Sigma	4.4K	$282K	0.0%	$123.9B
Franklin Templeton	4.4K	$280K	0.0%	$408.3B
Northern Trust	2.5K	$161K	—	$756.6B
AQR Capital	467	$30K	—	$218.4B
Neuberger Berman (Eisman)	448	$29K	—	$131.4B
Balyasny	180	$12K	—	$77.1B
Acadian	21.0K	$1K	0.0%	$70.5M

TSN

Who Holds TSN

Changes This Quarter