Account Info
Log Out
English
Back
Log in to access Online Inquiry
Back to the Top
Free lunch strategy: How can we make the most of Institution Tracking?
Views 515K Contents 158

Mooer's insights: How can we make the most of Institution Tracking

Hello, mooers
Not too long ago, we released the Institution Tracking feature.
We have gathered many positive comments on our feature from your lively discussions in the first part.


 As @Anonymoo said: we can see the top AMCs (Asset Management Company) of the United States with their holdings, and their position changes with their total investment funds, Normally it is in trillions.
Mooer's insights: How can we make the most of Institution Tracking
By observing the position movements of these top institutions, we can predict the actions of these corporations and thus make more accurate investment decisions. 
>>View More<<

@Mars Mooo also shared his thoughts thoroughly on how to use this feature as a guide to creating a better investment plan: After identifying the number of stocks that we are willing and we can afford to trade as well as our budget, then we can make good use of the "Star Institutions" to check the Star Institutions you listed about their 13F filings for at least eight consecutive years of quarterly. Besides, we can watch out for the restatements (for both buys and sells) issued by "Stars Institutions." Following the magic formula below:
Mooer's insights: How can we make the most of Institution Tracking
We can finally improve investment!
>>View More<<

It's glad to see that the feature are well understood and applied to your investment activities!

The information provided by 13F under this feature itself has attracted a lot of views and feelings from our Mooers. So here comes the second part!


All the things, just like a coin, have two sides; your beliefs, either positive or negative, helpful or hurtful, largely determine everything you do and how you do it. As the Star Institution, we might see this helpful trading tool differently. Let's take a look at mooers' insights. Click to see more!

We should just follow those institutions.

According to  @Jamesim , it's better to follow the crowd than walk alone. 
>>View More<<

And @steady Pom pipi thinks: Large institutions have enough excellent talent. They are bound to do in-depth research and analysis before making a deal. Just observing the movements of large institutions to choose stocks can save us a lot of energies and time. Understand the different trading policies and portfolios of each star organization, and then select the one that suits your heart. You can learn the investment concept from star institutions and add the stocks they buy to the watch list, or even directly copy and buy the same stocks.
>>View More<<

Institution Tracking are not trustworthy.

@PREMOSULTRAA feels the same way about this, and he adds that the data in the 13F report is not complete. Usually, only longs are disclosed, but shorts are not. We cannot fully guarantee the accuracy of the content in the information. If it is a collective copy operation, it may cause the stock to be overvalued. All in all, we should look at the 13F document rationally. The reports are for reference only, and we also need to analyze and adjust according to the current market conditions. 
>>View More<<

So for investors like us,
what can we take from the analytical reports?

As  @Dadacai 's view, the advantage of the star institution has immense capital, teams of dedicated analysts, and connections retail investors can only dream of. They may be aware of information that retail investors are unaware of or get the news earlier, and they can influence the stock price due to the size of their trades. Thus, their positions can serve as a helpful clue of which stocks are undervalued or overvalued.
But institutional investors are not infallible. They can also incur high losses by not fully predict the future. Most importantly, the structuring of one's investment portfolio should be guided by one's investment objective, financial needs, the time horizon of investment, and risk profile which would not match those of institutional investors. What is a suitable investment for the fund may not be ideal for oneself due to differences in the depth of the pocket and exposure to risks, among others?
And like the mooers as mentioned above who are not optimistic about the role of star positions say, the information from 13F may be too late for retail investors to leverage as the price may have changed since the trades. It also does not tell us the whole story. So although we all desire our investments to fly to the moon, the positions of star institutions should be used with care; it should be one of many things to consider as part of our research rather than something to be followed blindly. 
>>View More<<

And that is roughly the same view as  @Panda2102 , who said that we can make our "dumb money" follow the "smart money" by studying what they have done and that the similar investing philosophy. Additionally, we need to hold on to a position, ignoring the short-term noise as long as the fundamentals remain intact while avoiding following blinding!
Mooer's insights: How can we make the most of Institution Tracking
@HopeAlways  do agree with him and think it possible to follow the star institution's suit to make similar results on a much smaller scale. It helps us make wiser strategies if we take it as a guide with care. Notwithstanding its limitations, using such information allows us to find out what stocks the smart money is buying or selling, and this could be a helpful way to get some great investing ideas.
Mooer's insights: How can we make the most of Institution Tracking
Investment is not an easy endeavor, and it can be tough to grasp its essence at times. The critical thing for most of us is to learn and grow alongside like-minded peers. Join the Moo community, use the "Institution Tracking" resourcefully and learn to trade like a pro together!

Even though no such a tool can immediately make investment decisions for us, still a bunch of handy and valuable features might be likely to assist us in analyzing the ever-changing stock markets, and the AI Monitor Feature happens to be one of them. Moreover, a series of practical features have been ready for you to discover ! 

In summary, similar to the different opinions on the 13F form, there is still room for us to improve this feature, which we will continuously optimize to provide you with better service! Stay tuned, and we look forward to more of your enthusiastic response!


Last but not least, let's give a big round of applauses to the winners of the topic——#Million dollar question: How can we make the most of Institution Tracking

According to the rewards we have set up, @Anonymoo @Mars Mooo @Dadacai @Panda2102 @HopeAlways
will each be rewarded with one free stock of  $Nokia Oyj(NOK.US)$ !

All the participants who have met our words requirement and added the topic will receive 88 points! Thanks again to you all~
Mooer's insights: How can we make the most of Institution Tracking
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
4
42
+0
35
Translate
Report
426K Views
Comment
Sign in to post a comment