Question 1

Which hedge funds and institutional investors hold WBS?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for WBS?

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 WBS?

Accepted Answer

QoQ changes for WBS 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	6.0M	$415.1M	0.0%	$2896.4B
Millennium	4.4M	$305.2M	0.1%	$240.3B
Tudor	3.1M	$213.8M	0.4%	$53.9B
Balyasny	2.2M	$150.6M	0.2%	$77.1B
Pentwater	1.9M	$129.5M	0.7%	$19.3B
Hudson Bay	1.1M	$75.7M	0.3%	$29.0B
Neuberger Berman (Eisman)	868.9K	$60.3M	0.0%	$131.4B
ClearBridge	864.0K	$60.0M	0.1%	$114.9B
Soros Fund	711.8K	$49.4M	0.5%	$9.1B
Caxton	680.7K	$47.3M	1.1%	$4.4B
ExodusPoint	647.2K	$44.9M	0.4%	$12.4B
Geode Capital	614.5K	$42.7M	0.0%	$1607.5B
Adage Capital	561.0K	$38.9M	0.1%	$64.8B
GMO	471.6K	$32.7M	0.1%	$39.1B
Pzena	409.2K	$28.4M	0.1%	$30.8B
Invesco	333.8K	$23.2M	0.0%	$653.3B
DFA	330.9K	$23.0M	0.0%	$481.4B
Man Group	283.0K	$19.6M	0.0%	$55.1B
Citadel	225.2K	$15.6M	0.0%	$618.5B
Schonfeld	221.8K	$15.4M	0.1%	$14.2B
Arrowstreet	201.8K	$14.0M	0.0%	$184.8B
Gabelli	193.9K	$13.5M	0.1%	$14.8B
American Century	118.2K	$8.2M	0.0%	$194.3B
Moore Capital	91.2K	$6.3M	0.1%	$4.9B
DE Shaw	90.3K	$6.3M	0.0%	$166.3B
PAR Capital	50.0K	$3.5M	0.1%	$3.5B
Franklin Templeton	45.1K	$3.1M	0.0%	$408.3B
Citadel	19.4K	$1.3M	0.0%	$618.5B
Citadel	18.1K	$1.3M	0.0%	$618.5B
Fidelity (FMR)	7.5K	$523K	—	$1898.4B
Marshall Wace	5.4K	$372K	0.0%	$100.4B
BlackRock	1.1K	$75K	—	$5723.5B
Northern Trust	148	$10K	—	$756.6B
AQR Capital	43	$3K	—	$218.4B

WBS

Who Holds WBS