Question 1

Which hedge funds and institutional investors hold XYZ?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for XYZ?

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 XYZ?

Accepted Answer

QoQ changes for XYZ 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	23.1M	$1.4B	0.0%	$2896.4B
Capital World	20.6M	$1.2B	0.2%	$732.9B
Point72	6.3M	$379.0M	0.5%	$78.1B
Sands Capital	5.5M	$331.6M	1.3%	$25.5B
Tiger Global	4.0M	$240.7M	1.1%	$22.8B
Arrowstreet	3.3M	$199.2M	0.1%	$184.8B
ARK Invest	3.1M	$186.2M	1.4%	$12.9B
Dragoneer	2.9M	$175.6M	5.9%	$3.0B
Citadel	2.8M	$170.7M	0.0%	$618.5B
Citadel	2.1M	$127.0M	0.0%	$618.5B
ClearBridge	1.8M	$109.7M	0.1%	$114.9B
Geode Capital	1.7M	$104.5M	0.0%	$1607.5B
Glenview Capital	1.4M	$82.1M	2.1%	$4.0B
American Century	882.3K	$53.1M	0.0%	$194.3B
Millennium	832.4K	$50.1M	0.0%	$240.3B
Millennium	712.0K	$42.8M	0.0%	$240.3B
Schonfeld	672.2K	$40.5M	0.3%	$14.2B
DE Shaw	573.6K	$34.5M	0.0%	$166.3B
Point72	548.6K	$33.0M	0.0%	$78.1B
Citadel	497.6K	$29.9M	0.0%	$618.5B
Adage Capital	485.6K	$29.2M	0.0%	$64.8B
Gotham Asset	358.4K	$21.6M	0.1%	$32.7B
Invesco	256.4K	$15.4M	0.0%	$653.3B
Baillie Gifford	255.0K	$15.3M	0.0%	$97.9B
DFA	242.1K	$14.6M	0.0%	$481.4B
Millennium	193.6K	$11.7M	0.0%	$240.3B
Mawer	178.1K	$10.7M	0.1%	$15.4B
Balyasny	159.6K	$9.6M	0.0%	$77.1B
Marshall Wace	153.0K	$9.2M	0.0%	$100.4B
Point72	141.2K	$8.5M	0.0%	$78.1B
Bridgewater	140.7K	$8.5M	0.0%	$22.4B
Tudor	104.0K	$6.3M	0.0%	$53.9B
Tudor	100.1K	$6.0M	0.0%	$53.9B
Balyasny	91.5K	$5.5M	0.0%	$77.1B
Man Group	82.6K	$5.0M	0.0%	$55.1B
Two Sigma	68.4K	$4.1M	0.0%	$123.9B
Wellington	11.5K	$3.4M	0.0%	$535.5B
DE Shaw	40.6K	$2.4M	0.0%	$166.3B
Wellington	34.1K	$2.1M	0.0%	$535.5B
Marshall Wace	28.6K	$1.7M	0.0%	$100.4B
DE Shaw	22.1K	$1.3M	0.0%	$166.3B
BlackRock	19.4K	$1.2M	—	$5723.5B
Northern Trust	15.8K	$951K	0.0%	$756.6B
GMO	12.1K	$726K	0.0%	$39.1B
Man Group	12.0K	$722K	0.0%	$55.1B
Man Group	12.0K	$722K	0.0%	$55.1B
Kayne Anderson	9.1K	$547K	0.0%	$34.0B
Balyasny	8.2K	$492K	0.0%	$77.1B
Brevan Howard	4.4K	$267K	0.0%	$11.3B
Fisher Investments	4.4K	$264K	0.0%	$294.9B
Two Sigma	4.0K	$241K	0.0%	$123.9B
Fidelity (FMR)	3.5K	$213K	—	$1898.4B
Franklin Templeton	320	$19K	—	$408.3B
Neuberger Berman (Eisman)	320	$19K	—	$131.4B
AQR Capital	19	$1K	—	$218.4B
LSV	1.1K	$66	0.0%	$46.4M

XYZ

Who Holds XYZ