Question 1

Which hedge funds and institutional investors hold AGG?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for AGG?

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 AGG?

Accepted Answer

QoQ changes for AGG 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
Fisher Investments	1.3M	$126.6M	0.0%	$294.9B
Gotham Asset	607.8K	$60.3M	0.2%	$32.7B
Citadel	501.4K	$49.8M	0.0%	$618.5B
Northern Trust	312.0K	$31.0M	0.0%	$756.6B
Franklin Templeton	110.6K	$11.0M	0.0%	$408.3B
Man Group	90.3K	$9.0M	0.0%	$55.1B
Kayne Anderson	76.7K	$7.6M	0.0%	$34.0B
Neuberger Berman (Eisman)	64.6K	$6.4M	0.0%	$131.4B
Fidelity (FMR)	37.1K	$3.7M	0.0%	$1898.4B
Tudor	13.4K	$1.3M	0.0%	$53.9B
Citadel	10.2K	$1.0M	0.0%	$618.5B
Citadel	6.4K	$635K	0.0%	$618.5B
BlackRock	1.2K	$117K	—	$5723.5B
AQR Capital	743	$74K	—	$218.4B

AGG

Who Holds AGG

Changes This Quarter