Question 1

Which hedge funds and institutional investors hold ES?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for ES?

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 ES?

Accepted Answer

QoQ changes for ES 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	28.2M	$2.0B	0.1%	$2896.4B
American Century	2.2M	$152.3M	0.1%	$194.3B
Geode Capital	1.2M	$83.6M	0.0%	$1607.5B
Gabelli	763.9K	$52.9M	0.4%	$14.8B
Citadel	627.1K	$43.4M	0.0%	$618.5B
Arrowstreet	380.8K	$26.4M	0.0%	$184.8B
Man Group	323.6K	$22.4M	0.0%	$55.1B
WorldQuant	291.6K	$20.2M	0.1%	$25.9B
Citadel	189.3K	$13.1M	0.0%	$618.5B
DFA	136.8K	$9.5M	0.0%	$481.4B
Tudor	126.3K	$8.7M	0.0%	$53.9B
DE Shaw	86.1K	$6.0M	0.0%	$166.3B
Gotham Asset	78.4K	$5.4M	0.0%	$32.7B
Balyasny	59.8K	$4.1M	0.0%	$77.1B
Millennium	52.9K	$3.7M	0.0%	$240.3B
Renaissance Tech	29.2K	$2.0M	0.0%	$63.9B
Mondrian	29.2K	$2.0M	0.0%	$6.7B
Two Sigma	24.2K	$1.7M	0.0%	$123.9B
Citadel	23.2K	$1.6M	0.0%	$618.5B
Northern Trust	22.1K	$1.5M	0.0%	$756.6B
BlackRock	20.5K	$1.4M	—	$5723.5B
Brevan Howard	17.6K	$1.2M	0.0%	$11.3B
Soros Fund	14.9K	$1.0M	0.0%	$9.1B
Balyasny	5.6K	$388K	0.0%	$77.1B
Fisher Investments	5.4K	$376K	0.0%	$294.9B
Tudor	4.0K	$277K	0.0%	$53.9B
Franklin Templeton	3.6K	$252K	0.0%	$408.3B
Caxton	3.5K	$243K	0.0%	$4.4B
Neuberger Berman (Eisman)	1.9K	$132K	0.0%	$131.4B
LSV	1.5M	$105K	0.2%	$46.4M
Fidelity (FMR)	678	$47K	—	$1898.4B
Kayne Anderson	661	$46K	0.0%	$34.0B
Wellington	509	$35K	—	$535.5B
AQR Capital	263	$18K	—	$218.4B
Acadian	58.1K	$4K	0.0%	$70.5M

ES

Who Holds ES

Changes This Quarter