Question 1

Which hedge funds and institutional investors hold USX1?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for USX1 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 USX1 whale holdings?

Accepted Answer

Conviction level reflects how significant USX1 is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to USX1, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for USX1?

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 USX1?

Accepted Answer

QoQ changes for USX1 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
Pentwater	19.3M	$814.4M	6.8%	$19.3B
State Street	9.0M	$382.1M	0.0%	$2896.4B
Pentwater	8.7M	$366.3M	3.1%	$19.3B
Caxton	4.4M	$186.8M	6.5%	$4.4B
Third Point	3.6M	$153.2M	2.3%	$2.1B
Balyasny	2.6M	$111.4M	0.2%	$77.1B
Balyasny	2.0M	$83.7M	0.1%	$77.1B
Balyasny	1.7M	$72.2M	0.1%	$77.1B
Citadel	1.3M	$55.5M	0.0%	$618.5B
Citadel	1.2M	$50.5M	0.0%	$618.5B
Pentwater	1.1M	$48.5M	0.4%	$19.3B
Millennium	1.1M	$45.4M	0.0%	$240.3B
Adage Capital	979.3K	$41.4M	0.1%	$64.8B
Millennium	727.9K	$30.8M	0.0%	$240.3B
Geode Capital	673.5K	$28.5M	0.0%	$1607.5B
DE Shaw	665.4K	$28.1M	0.0%	$166.3B
Avenue Capital	470.5K	$19.9M	2.7%	$1.7B
Millennium	446.5K	$18.9M	0.0%	$240.3B
DFA	398.1K	$16.8M	0.0%	$481.4B
Man Group	386.2K	$16.3M	0.0%	$55.1B
GMO	342.9K	$14.5M	0.0%	$39.1B
Citadel	294.7K	$12.5M	0.0%	$618.5B
Hudson Bay	275.0K	$11.6M	0.0%	$29.0B
Marshall Wace	272.7K	$11.5M	0.0%	$100.4B
DE Shaw	240.0K	$10.1M	0.0%	$166.3B
Gabelli	207.5K	$8.8M	0.1%	$14.8B
Man Group	154.1K	$6.5M	0.0%	$55.1B
Brevan Howard	150.0K	$6.3M	0.1%	$11.3B
American Century	120.3K	$5.1M	0.0%	$194.3B
Northern Trust	106.8K	$4.5M	0.0%	$756.6B
Tudor	101.0K	$4.3M	0.0%	$53.9B
Caxton	100.0K	$4.2M	0.1%	$4.4B
Tudor	100.0K	$4.2M	0.0%	$53.9B
Schonfeld	90.0K	$3.8M	0.0%	$14.2B
Brevan Howard	79.5K	$3.4M	0.0%	$11.3B
Schonfeld	74.9K	$3.2M	0.0%	$14.2B
Gotham Asset	52.1K	$2.2M	0.0%	$32.7B
Hudson Bay	30.0K	$1.3M	0.0%	$29.0B
DE Shaw	28.3K	$1.2M	0.0%	$166.3B
Wellington	26.7K	$1.1M	0.0%	$535.5B
Neuberger Berman (Eisman)	24.9K	$1.1M	0.0%	$131.4B
Maverick Capital	16.7K	$705K	0.0%	$8.7B
Fidelity (FMR)	1.7K	$73K	—	$1898.4B
Invesco	1.3K	$54K	—	$653.3B
BlackRock	1.2K	$50K	—	$5723.5B
AQR Capital	102	$4K	—	$218.4B
ExodusPoint	92.3K	$4K	0.0%	$12.4B

USX1

Who Holds USX1

Changes This Quarter