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10 Stocks the Smart Money Is Betting On



It’s that time again, and no, I’m not talking about the holiday shopping season. Forty five days after each quarter end, the SEC requires large institutional money managers — what we think of as the “smart money” — to file their 13-F reports disclosing all of their current long investments and any trades they made over the course of the quarter.

It gives ordinary investors like us a chance to peek over the shoulders of the smart money. There are limitations, of course. By the time we get the data, it’s already at least 45 days old, and a lot can happen in 45 days. The 13-F reports also include only long stock positions, so we have no visibility on any shorts by the smart money managers or whether the long positions are part of a pair trade or some sort of hedging strategy.


But even given these minor limitations, smart money 13-F filings give us a window into the minds of some of the sharpest minds on Wall Street. It’s up to us to interpret the data and to figure out if it’s tradable!

As always, there were some surprises this quarter. Warren Buffett’s Berkshire Hathaway Inc. (BRK.A, BRK.B) dipped into a sector that the Oracle has shunned for decades … and multiple smart money managers are loading up on an old tech company that had been mostly left for dead.

So without further ado, here are 10 stocks the smart money likes right now.

This slide show is from InvestorPlace, not the Kiplinger editorial staff.


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