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	Assenagon Asset Management S.A.	XOM EXXON MOBIL CORP	$412.6M	2,432,116	0.6%→0%	2026-Q2
2	Assenagon Asset Management S.A.	PDD PDD HOLDINGS INC	$224.2M	2,193,918	0.3%→0%	2026-Q2
3	Assenagon Asset Management S.A.	TMHC TAYLOR MORRISON HOME CORP	$148.8M	2,554,498	0.2%→0%	2026-Q2
4	WASATCH ADVISORS LP	INTR INTER & CO INC	$120.7M	15,168,620	0.8%→0%	2026-Q2
5	Assenagon Asset Management S.A.	CZR CAESARS ENTERTAINMENT INC NE	$115.2M	4,359,946	0.2%→0%	2026-Q2
Showing 5 of 214 results.209 more with Pro.

Full Exits

Full Exits - latest quarter results