institutional-flow-tracker

Screen 13F filings for institutional ownership changes and generate markdown reports.

2.6k|600|Updated Oct 19, 2025
One-click install
npx skills add https://github.com/tradermonty/claude-trading-skills --skill institutional-flow-tracker
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: institutional-flow-tracker
Source: https://github.com/tradermonty/claude-trading-skills/tree/main/skills/institutional-flow-tracker
Command: npx skills add https://github.com/tradermonty/claude-trading-skills --skill institutional-flow-tracker

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, and includes scripts (resource) and references (resource) components.

What problem does it solve?

Institutional Flow Tracker helps investors identify stocks with significant changes in institutional ownership using 13F filings, enabling early detection of smart-money accumulation or distribution and improved decision-making.

Core Features & Use Cases

  • Screen for stocks with meaningful QoQ ownership changes and track concentration.
  • Deep-dive on top holders, new vs. increased vs. exited positions, and generate structured reports.
  • Validate stock ideas or monitor existing holdings by linking institutional flow with fundamentals and technicals.

Quick Start

Install dependencies (requests) and run the main screening script to surface top candidates:

  • python3 scripts/track_institutional_flow.py --top 50 --min-change-percent 10
  • python3 scripts/track_institutional_flow.py --sector Technology --min-institutions 20 Then review the results and optionally generate a markdown report.

Frequently Asked Questions about institutional-flow-tracker

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I track institutional flow using 13F filings data?

Institutional flow tracking via 13F filings identifies stocks with significant quarterly ownership changes to surface smart-money accumulation or distribution signals. The Skill screens multiple quarters, drills into top holders, and outputs structured markdown or JSON reports.

What's the best way to screen stocks for significant institutional ownership changes?

Screen stocks for institutional ownership changes by running the tracking script with parameters like minimum change percentage or minimum institution count. You can optionally filter by sector and apply thresholds to surface top candidates matching your criteria.

Do I need an FMP API key to analyze 13F institutional portfolio data?

Yes, FMP API access is required to retrieve the 13F filings data needed for institutional flow analysis. The Skill uses the requests library to query this financial data and identify new, increased, or exited institutional positions.

Can I filter institutional flow analysis by sector and minimum position thresholds?

Yes, you can filter institutional flow analysis by specifying a sector and setting minimum institution counts or change percentages. This narrows the stock screening to focus on specific market segments with meaningful institutional activity.

How do I generate a markdown report of smart-money accumulation signals?

Generate a markdown report of smart-money accumulation signals by running the institutional flow tracker script, which outputs structured documentation of top holders and position changes. The results are suitable for integration with other analytical tools.

What are the limitations of using 13F filings for stock screening?

13F filings have inherent limitations for stock screening, including quarterly reporting delays and exclusion of non-US equities or positions below disclosure thresholds. The Skill mitigates this by applying multi-quarter analysis to track concentration trends over time.