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Smart Money tracks what large and informed investors are doing. It pulls institutional holdings, insider transactions, and capital flows so you can see the positioning behind the price, the accumulation and distribution that often precedes the story.

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When to use it

  • Checking whether institutions are accumulating or exiting a name
  • Reading insider buying and selling as a signal
  • Tracking capital flows in A-share names (institutional vs retail, Dragon & Tiger lists)
  • Confirming or challenging a thesis with positioning data

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What it does

Smart Money pulls holdings data, insider activity, and flow data, then organizes it into a read on positioning: who owns the stock, whether holdings are rising or falling, what insiders are doing, and how money is flowing. For A-shares, it draws on Driven’s capital-flow coverage, including institutional versus retail flow, Dragon & Tiger (龙虎榜) lists, block trades, and margin trading data.

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Prompt template

Run Smart Money on [TICKER]. Show institutional holdings and recent changes, insider activity, and capital flows. What is the positioning telling us?

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Examples

What are institutions doing with NVDA? Show holdings changes and any notable insider activity over the last few quarters.

Show the capital flow picture for [A-share ticker]: institutional vs retail flow, Dragon & Tiger activity, and margin trading trends.

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Tips

  • Use it as confirmation, not gospel. Positioning data is a useful input, but it lags and can mislead; weigh it alongside fundamentals.
  • Combine with Sector Radar. Ask whether institutions are accumulating the sector leaders or rotating out, using Sector Radar for the sector view.
  • Watch the timeframe. Holdings data is reported periodically; ask the Agent to note the as-of dates so you know how current the picture is.