Question 1

Which hedge funds and institutional investors hold XLP?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for XLP?

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 XLP?

Accepted Answer

QoQ changes for XLP 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
Elliott Management	9.1M	$749.3M	3.7%	$20.1B
Citadel	5.5M	$451.8M	0.1%	$618.5B
Millennium	3.2M	$264.5M	0.1%	$240.3B
Fisher Investments	1.0M	$85.8M	0.0%	$294.9B
Point72	769.0K	$63.0M	0.1%	$78.1B
Point72	720.2K	$59.0M	0.1%	$78.1B
Brevan Howard	600.0K	$49.2M	0.4%	$11.3B
Balyasny	571.2K	$46.8M	0.1%	$77.1B
Citadel	513.0K	$42.1M	0.0%	$618.5B
Renaissance Tech	500.0K	$41.0M	0.1%	$63.9B
State Street	364.2K	$29.9M	0.0%	$2896.4B
Balyasny	312.3K	$25.6M	0.0%	$77.1B
Tudor	136.1K	$11.2M	0.0%	$53.9B
BlackRock	128.5K	$10.5M	0.0%	$5723.5B
Two Sigma	125.5K	$10.3M	0.0%	$123.9B
Moore Capital	125.1K	$10.3M	0.2%	$4.9B
Spruce Point	110.0K	$9.0M	9.9%	$90.9M
Tudor	104.6K	$8.6M	0.0%	$53.9B
Balyasny	103.3K	$8.5M	0.0%	$77.1B
Franklin Templeton	99.1K	$8.1M	0.0%	$408.3B
Fidelity (FMR)	70.6K	$5.8M	0.0%	$1898.4B
Marshall Wace	44.7K	$3.7M	0.0%	$100.4B
Man Group	31.9K	$2.6M	0.0%	$55.1B
Man Group	31.9K	$2.6M	0.0%	$55.1B
Northern Trust	27.8K	$2.3M	0.0%	$756.6B
Millennium	21.5K	$1.8M	0.0%	$240.3B
Millennium	18.0K	$1.5M	0.0%	$240.3B
BlackRock	17.7K	$1.4M	—	$5723.5B
Citadel	16.8K	$1.4M	0.0%	$618.5B
Wellington	7.2K	$593K	0.0%	$535.5B
AQR Capital	7.0K	$574K	0.0%	$218.4B
Man Group	4.6K	$379K	0.0%	$55.1B
Gotham Asset	3.3K	$269K	0.0%	$32.7B
Kayne Anderson	1.7K	$140K	0.0%	$34.0B
Marshall Wace	1.0K	$82K	0.0%	$100.4B
Neuberger Berman (Eisman)	277	$23K	—	$131.4B

XLP

Who Holds XLP

Changes This Quarter