2014 Q2 Smart Money Report
What institutional investors did with their portfolios in 2014 Q2. Data from SEC 13F filings across 563+ tracked funds.
Updated June 30, 2014
Biggest New Positions
Largest fresh entries initiated this quarter by dollar value.
| Fund | Stock | Value | Weight | Conviction |
|---|
Notable Exits
Positions completely sold this quarter, ranked by previous value.
| Fund | Stock | Previous Value |
|---|
Top Double-Downs
Funds increasing positions into price weakness - contrarian conviction.
| Fund | Stock | Position Increase | Price Drop | DD Score |
|---|
Highest Conviction Moves
The positions funds are most committed to this quarter.
| Fund | Stock | Type | Value | Conviction |
|---|
Best & Worst Trades
Top 5 winners and losers by estimated P&L.
Top Winners
GPAEFSteward Partners Investment Advisory, LLC
AGLHB Wealth Management, LLCAGLMerit Financial Group, LLCAGLFarther Finance Advisors, LLCAGLLPL Financial LLCTop Losers
EVFMCITADEL ADVISORS LLC
SOBRHudson Bay Capital Management LP
TWNPQMILLENNIUM MANAGEMENT LLC
DLAPQQube Research & Technologies Ltd
QCLSCandriam S.C.A.Congress × Smart Money Overlap
Stocks where members of Congress AND institutional investors both bought — disclosed in Q2 2026. 10 stocks overlapped this quarter.
| Stock | Congress | Funds |
|---|---|---|
 DVNDEVON ENERGY CORP | 1 member | 275 funds |
 TSLATESLA INC | 1 member | 232 funds |
 KVUEKENVUE INC | 1 member | 163 funds |
 SPGSIMON PROPERTY GROUP INC | 1 member | 161 funds |
 COOCOOPER COS INC/THE | 1 member | 154 funds |
 TCBITEXAS CAPITAL BANCSHARES INC | 1 member | 106 funds |
 SPHRSPHERE ENTERTAINMENT CO | 1 member | 106 funds |
 QNTQUANTINUUM INC | 1 member | 90 funds |
 MTNVAIL RESORTS INC | 1 member | 89 funds |
 FOURSHIFT4 PAYMENTS INC-CLASS A | 1 member | 69 funds |
Get the next report in your inbox
We publish a new Smart Money Report every quarter. Subscribe to get it delivered the day it drops.
No spam. Unsubscribe anytime. One email per quarter.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer