Question 1

Which hedge funds and institutional investors hold SO?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for SO?

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 SO?

Accepted Answer

QoQ changes for SO 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	63.0M	$6.1B	0.2%	$2896.4B
Capital World	56.2M	$5.4B	0.7%	$732.9B
Geode Capital	3.6M	$348.6M	0.0%	$1607.5B
Mawer	3.4M	$330.3M	2.1%	$15.4B
Capital Research	2.6M	$252.4M	0.0%	$644.6B
Jennison	1.9M	$186.3M	0.1%	$145.4B
Adage Capital	1.2M	$114.6M	0.2%	$64.8B
Citadel	998.1K	$96.3M	0.0%	$618.5B
ExodusPoint	835.0K	$80.6M	0.7%	$12.4B
Arrowstreet	559.9K	$54.0M	0.0%	$184.8B
Millennium	458.5K	$44.3M	0.0%	$240.3B
Renaissance Tech	431.6K	$41.7M	0.1%	$63.9B
Citadel	414.4K	$40.0M	0.0%	$618.5B
Gabelli	397.6K	$38.4M	0.3%	$14.8B
WorldQuant	376.6K	$36.4M	0.1%	$25.9B
American Century	306.5K	$29.6M	0.0%	$194.3B
Gotham Asset	257.9K	$24.9M	0.1%	$32.7B
DFA	161.0K	$15.5M	0.0%	$481.4B
DE Shaw	158.6K	$15.3M	0.0%	$166.3B
Balyasny	157.7K	$15.2M	0.0%	$77.1B
Two Sigma	156.0K	$15.1M	0.0%	$123.9B
Marshall Wace	131.3K	$12.7M	0.0%	$100.4B
Fisher Investments	122.6K	$11.8M	0.0%	$294.9B
Citadel	103.9K	$10.0M	0.0%	$618.5B
Kayne Anderson	101.5K	$9.8M	0.0%	$34.0B
Baillie Gifford	97.8K	$9.4M	0.0%	$97.9B
Point72	90.9K	$8.8M	0.0%	$78.1B
Man Group	75.0K	$7.2M	0.0%	$55.1B
BlackRock	69.9K	$6.7M	0.0%	$5723.5B
Point72	56.7K	$5.5M	0.0%	$78.1B
ClearBridge	55.7K	$5.4M	0.0%	$114.9B
Millennium	53.1K	$5.1M	0.0%	$240.3B
Fidelity (FMR)	50.4K	$4.9M	0.0%	$1898.4B
Tudor	48.0K	$4.6M	0.0%	$53.9B
Balyasny	36.5K	$3.5M	0.0%	$77.1B
Balyasny	35.1K	$3.4M	0.0%	$77.1B
Wellington	27.5K	$2.7M	0.0%	$535.5B
Millennium	24.4K	$2.4M	0.0%	$240.3B
Brevan Howard	13.0K	$1.3M	0.0%	$11.3B
AQR Capital	12.4K	$1.2M	0.0%	$218.4B
Bridgewater	11.8K	$1.1M	0.0%	$22.4B
Two Sigma	7.2K	$695K	0.0%	$123.9B
Tudor	6.3K	$608K	0.0%	$53.9B
Two Sigma	6.0K	$579K	0.0%	$123.9B
Franklin Templeton	5.5K	$528K	0.0%	$408.3B
Neuberger Berman (Eisman)	4.2K	$404K	0.0%	$131.4B
Northern Trust	956	$92K	—	$756.6B
Marshall Wace	100	$10K	—	$100.4B
Acadian	44.1K	$4K	0.0%	$70.5M

SO

Who Holds SO

Changes This Quarter