Question 1

Which hedge funds and institutional investors hold SR?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for SR?

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 SR?

Accepted Answer

QoQ changes for SR 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	3.0M	$271.8M	0.0%	$2896.4B
American Century	2.1M	$189.4M	0.1%	$194.3B
Adage Capital	1.2M	$108.8M	0.2%	$64.8B
AQR Capital	401.7K	$36.4M	0.0%	$218.4B
ExodusPoint	376.1K	$34.0M	0.3%	$12.4B
William Blair	350.0K	$31.7M	0.1%	$30.3B
Geode Capital	274.1K	$24.8M	0.0%	$1607.5B
Hotchkis & Wiley	148.2K	$13.4M	0.0%	$32.4B
Gabelli	128.4K	$11.6M	0.1%	$14.8B
DE Shaw	87.7K	$7.9M	0.0%	$166.3B
Man Group	75.7K	$6.9M	0.0%	$55.1B
Millennium	55.1K	$5.0M	0.0%	$240.3B
Renaissance Tech	40.1K	$3.6M	0.0%	$63.9B
DFA	32.2K	$2.9M	0.0%	$481.4B
Tudor	28.1K	$2.5M	0.0%	$53.9B
Citadel	20.5K	$1.9M	0.0%	$618.5B
Citadel	7.2K	$652K	0.0%	$618.5B
Fidelity (FMR)	6.9K	$621K	—	$1898.4B
Gotham Asset	6.8K	$615K	0.0%	$32.7B
Two Sigma	4.9K	$441K	0.0%	$123.9B
Wellington	4.6K	$421K	0.0%	$535.5B
Brevan Howard	2.3K	$212K	0.0%	$11.3B
BlackRock	824	$75K	—	$5723.5B
Neuberger Berman (Eisman)	697	$63K	—	$131.4B
Franklin Templeton	298	$27K	—	$408.3B
Northern Trust	74	$7K	—	$756.6B

SR

Who Holds SR

Changes This Quarter