Question 1

Which hedge funds and institutional investors hold XXY?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for XXY?

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 XXY?

Accepted Answer

QoQ changes for XXY 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
American Century	948.1K	$8.9M	0.0%	$194.3B
State Street	678.5K	$6.4M	0.0%	$2896.4B
First Eagle	589.7K	$5.5M	0.0%	$59.0B
Marshall Wace	449.3K	$4.2M	0.0%	$100.4B
Renaissance Tech	245.4K	$2.3M	0.0%	$63.9B
Gabelli	239.8K	$2.3M	0.0%	$14.8B
PDT Partners	153.4K	$1.4M	0.1%	$1.7B
Citadel	112.5K	$1.1M	0.0%	$618.5B
Geode Capital	110.4K	$1.0M	0.0%	$1607.5B
DE Shaw	72.0K	$677K	0.0%	$166.3B
DFA	63.7K	$598K	0.0%	$481.4B
Two Sigma	52.5K	$493K	0.0%	$123.9B
Citadel	39.7K	$373K	0.0%	$618.5B
Point72	38.1K	$358K	0.0%	$78.1B
BlackRock	32.8K	$308K	—	$5723.5B
Citadel	16.3K	$153K	—	$618.5B
Northern Trust	3.0K	$28K	—	$756.6B
Balyasny	3.0K	$28K	—	$77.1B
Franklin Templeton	1.2K	$11K	—	$408.3B
AQR Capital	627	$6K	—	$218.4B
Fidelity (FMR)	386	$4K	—	$1898.4B
Acadian	115.1K	$1K	0.0%	$70.5M

XXY

Who Holds XXY

Changes This Quarter