Track New Institutional Moves in Your Stocks

QUIVER STRATEGIES
Check out our top Performing Strategies

Each week, we are highlighting the top Quiver Strategies trending right now:

In today’s edition:

• Congress Trading

• 13F Dashboard Updates

• Powell’s Wait-and-See Stance Drives Bond Yields Higher

  -David Love

POLITICS
Congress Trades & News

Insights from our Congress Trading Dashboard

Several politicians & members of Congress have already made millions of dollars in the stock market in 2025:

• Last month we reported on Rep. Nancy Pelosi (D) filing new trades on inauguration day 1/20/25, disclosing stocks that she traded on 1/14/25.

  • Most notably, she purchased up to $100,000 worth of $20 call options on Tempus AI (TEM) for 1/16/25, acquiring 50 contracts. Since the trade, the stock has increased by +145%.

• Rep. Josh Gottheimer (D) just disclosed a purchase of Alibaba (BABA) stock. Alibaba is a Chinese tech company, while Gottheimer sits on the House Intelligence Committee.

• Florida’s state retirement fund opened a $1.9M position in Trump Media (DJT). They are now one of the largest institutional holders of the stock.

• Last week we reported on Representative Marjorie Taylor Greene (R) disclosing dozens of new stock trades on 1/27/25. Among her recent purchases she bought up to $15,000 worth of Meta (META): The stock is up 16% compared to a 0.30% increase in the S&P 500.

• On 2/9/25 Rep. David McCormick reported numerous trades including a sale of up to $5M in Rumbl stock. (RUM) is down -4.41% since trade and was one of 30 total trades and a trade volume of $6.6M. The rest of the trades were municipal bond purchases.

DATA ROUNDUP
New on Quiver

Here’s an overview and data updates from some our datasets and their corresponding dashboards:

13F Institutional Holdings
A big 13F filing surge is coming in the next few days. Keep an eye out for updates from major funds in equities and other assets.

We scrape SEC 13-F filings to find newly disclosed portfolio position changes by institutional investors, along with their most recently reported holdings.

In our stock ticker pages such as (AAPL), we have created a new tab under the name “Institutions” which makes it easier to track ownership by stock.

Notable Names Reporting:

13F Filings for the December 31, 2024 Quarter are due this week on February 14:

Insights from our 13F Institutional Holdings Dashboard

NEWS
Powell’s Wait-and-See Stance Drives Bond Yields Higher

Federal Reserve Chair Jerome Powell reiterated a wait-and-see approach during his testimony, signaling that the central bank is in no hurry to cut rates despite persistent inflation concerns. Treasury yields have risen across the curve, with longer-dated Treasuries climbing more than their shorter-maturity counterparts as investors brace for only a single quarter-point rate cut by September. The Fed’s cautious stance, underscored by Powell’s prepared remarks, has added to market uncertainty ahead of key inflation and jobs data releases later this week.

Stocks have experienced mixed reactions; while the Dow (DIA) edged up by 0.1% and the S&P 500 (SPY) remained largely unchanged, the Nasdaq (QQQ) fluctuated amid heightened volatility. Megacap performers showed divergent trends, with Apple (AAPL) leading gains, Meta Platforms (META) losing momentum after a 16-day rally, and Intel (INTC) surging 8%. The dollar has softened slightly, reflecting broader market recalibrations as traders adjust their expectations for future Fed policy moves.

Market Overview:

• Treasury yields have advanced, with the 10-year yield (TLT) up 3 basis points to 4.53%.

• Equity indexes are volatile, with the S&P 500 and Nasdaq 100 showing little change while the Dow adds a marginal 0.1%.

• The Bloomberg Dollar Spot Index fell 0.2% as safe-haven demand moderates.

Key Points:

• Powell’s remarks reinforce expectations of a cautious Fed, amid persistent inflation above target.

• Market sentiment is tempered by a mix of strong corporate earnings and geopolitical uncertainties, including potential trade tariffs.

• Short-term rate cut expectations have been pared, with traders now pricing in only one cut by mid-year.

Continue Reading