Question 1

Which hedge funds and institutional investors hold XLY?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for XLY?

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 XLY?

Accepted Answer

QoQ changes for XLY 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	4.4M	$482.2M	0.2%	$240.3B
Elliott Management	4.3M	$468.6M	2.3%	$20.1B
Citadel	2.7M	$296.6M	0.0%	$618.5B
Two Sigma	1.8M	$193.4M	0.2%	$123.9B
Citadel	1.3M	$146.8M	0.0%	$618.5B
Millennium	1.1M	$121.6M	0.1%	$240.3B
Millennium	1.0M	$113.4M	0.0%	$240.3B
Tudor	702.8K	$76.6M	0.1%	$53.9B
Renaissance Tech	530.4K	$57.8M	0.1%	$63.9B
Fisher Investments	437.8K	$47.7M	0.0%	$294.9B
Point72	280.5K	$30.6M	0.0%	$78.1B
DE Shaw	276.3K	$30.1M	0.0%	$166.3B
Tudor	256.7K	$28.0M	0.1%	$53.9B
Tudor	238.0K	$25.9M	0.0%	$53.9B
Brevan Howard	230.9K	$25.2M	0.2%	$11.3B
Fidelity (FMR)	203.2K	$22.2M	0.0%	$1898.4B
Citadel	200.1K	$21.8M	0.0%	$618.5B
Samlyn	179.8K	$19.6M	0.3%	$5.9B
Point72	157.5K	$17.2M	0.0%	$78.1B
Northern Trust	64.5K	$7.0M	0.0%	$756.6B
Balyasny	61.5K	$6.7M	0.0%	$77.1B
Marshall Wace	61.1K	$6.7M	0.0%	$100.4B
Balyasny	52.0K	$5.7M	0.0%	$77.1B
Gotham Asset	40.8K	$4.4M	0.0%	$32.7B
Neuberger Berman (Eisman)	13.5K	$1.5M	0.0%	$131.4B
State Street	12.3K	$1.3M	—	$2896.4B
BlackRock	10.8K	$1.2M	—	$5723.5B
Wellington	4.3K	$471K	0.0%	$535.5B
Man Group	3.8K	$414K	0.0%	$55.1B
Man Group	3.8K	$414K	0.0%	$55.1B
ExodusPoint	2.6K	$282K	0.0%	$12.4B
AQR Capital	1.0K	$109K	—	$218.4B
Franklin Templeton	510	$56K	—	$408.3B
Kayne Anderson	330	$36K	0.0%	$34.0B

XLY

Who Holds XLY

Changes This Quarter