Question 1

What does a full exit indicate?

Accepted Answer

A full exit means the fund reported zero shares this quarter after holding a positive position last quarter. Exits are noisier than entries — they can mean profit-taking, rebalancing, or a thesis change — but exits of high-weight positions (>1% of portfolio) are typically the most information-rich.

Question 2

How do I find meaningful exits vs noise?

Accepted Answer

Sort by previous Weight (was_weight) to see exits where the position was a meaningful share of the fund's portfolio. A fund exiting a 5% position is far more meaningful than dropping a 0.01% holding.

Question 3

Are exit alerts predictive of stock declines?

Accepted Answer

Not on their own. Single-fund exits can be idiosyncratic. The Smart Money Convergence page synthesizes exits with insider sales, activist activity, and congressional trades — the aggregate read carries more weight than any individual exit.

#	Fund	Stock	Sold Value	Sold Shares	Weight	Quarter
1	WOWoodbridge CO LTD	TRI THOMSON REUTERS CORP	$27.1B	300,790,959	97.3%→0%	2026-Q2
2	BlackRock, Inc.	HON HONEYWELL INTL INC	$11B	48,831,876	0.2%→0%	2026-Q2
3	VAVANGUARD CAPITAL MANAGEMENT LLC	HON HONEYWELL INTL INC	$9.3B	41,280,753	0.2%→0%	2026-Q2
4	STATE STREET CORP	HON HONEYWELL INTL INC	$7.2B	31,726,805	0.2%→0%	2026-Q2
5	Invesco Ltd.	HON HONEYWELL INTL INC	$4.8B	21,120,033	0.5%→0%	2026-Q2
Showing 5 of 111,032 results.111,027 more with Pro.

Full Exits

Full Exits - latest quarter results