Question 1

Which hedge funds and institutional investors hold XLU?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for XLU?

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 XLU?

Accepted Answer

QoQ changes for XLU 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
Millennium	8.2M	$377.0M	0.2%	$240.3B
Tudor	7.1M	$326.6M	0.6%	$53.9B
Citadel	4.1M	$186.7M	0.0%	$618.5B
BlackRock	3.5M	$159.5M	0.0%	$5723.5B
Citadel	2.6M	$120.4M	0.0%	$618.5B
Millennium	2.1M	$96.3M	0.0%	$240.3B
Brevan Howard	1.5M	$68.8M	0.6%	$11.3B
Point72	1.4M	$63.8M	0.1%	$78.1B
Tudor	1.2M	$56.1M	0.1%	$53.9B
Point72	1.0M	$47.1M	0.1%	$78.1B
Renaissance Tech	703.9K	$32.3M	0.1%	$63.9B
Millennium	646.2K	$29.7M	0.0%	$240.3B
Hudson Bay	570.0K	$26.2M	0.1%	$29.0B
Fidelity (FMR)	559.8K	$25.7M	0.0%	$1898.4B
Tudor	221.2K	$10.1M	0.0%	$53.9B
State Street	216.5K	$9.9M	0.0%	$2896.4B
Edgewood	171.2K	$7.9M	0.1%	$15.5B
Schonfeld	169.1K	$7.8M	0.1%	$14.2B
Gotham Asset	165.5K	$7.6M	0.0%	$32.7B
AQR Capital	162.7K	$7.5M	0.0%	$218.4B
Northern Trust	131.2K	$6.0M	0.0%	$756.6B
ExodusPoint	100.0K	$4.6M	0.0%	$12.4B
ClearBridge	48.8K	$2.2M	0.0%	$114.9B
Citadel	37.2K	$1.7M	0.0%	$618.5B
BlackRock	32.1K	$1.5M	—	$5723.5B
Neuberger Berman (Eisman)	24.9K	$1.1M	0.0%	$131.4B
DE Shaw	24.1K	$1.1M	0.0%	$166.3B
Fisher Investments	22.7K	$1.0M	0.0%	$294.9B
Man Group	12.2K	$560K	0.0%	$55.1B
Man Group	10.2K	$468K	0.0%	$55.1B
Point72	10.0K	$459K	0.0%	$78.1B
Schonfeld	2.5K	$116K	0.0%	$14.2B
Franklin Templeton	122	$6K	—	$408.3B

XLU

Who Holds XLU

Changes This Quarter