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institutional-flow-tracker

Detect smart money accumulation and distribution from SEC 13F institutional ownership changes.

4|Updated Mar 21, 2026
Search Tags:#stock screening#institutional ownership#fmp api#smart money#fund flows#13f filings#quarterly trends
One-click install
npx skills add https://github.com/alexhegit/sovereign-IQ --skill institutional-flow-tracker-alexhegit
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: institutional-flow-tracker
Source: https://github.com/alexhegit/sovereign-IQ/tree/main/workspace/skills/institutional-flow-tracker
Command: npx skills add https://github.com/alexhegit/sovereign-IQ --skill institutional-flow-tracker-alexhegit

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill helps you identify institutional investors’ accumulation and distribution patterns by analyzing SEC 13F ownership changes so you can validate and refine long-term investment ideas using “smart money” behavior.

Core Features & Use Cases

  • Stock Screening: Screen for stocks with significant quarter-over-quarter institutional ownership changes (e.g., >10% QoQ) and sufficient holder count.
  • Deep-Dive Ownership Analysis: Produce a multi-quarter view of institutional holders, trends, and top-holder changes for a specific ticker.
  • Interpretation & Action Guidance: Apply a tiered signal framework to categorize accumulation vs distribution and translate it into portfolio actions (buy/hold/trim/avoid).

Quick Start

Use the institutional-flow-tracker skill to screen the top 50 US stocks for institutional ownership changes by running the screening script with your configured FMP_API_KEY.

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 smart money accumulation using 13F filings?▼

You can track smart money accumulation by analyzing SEC 13F institutional ownership changes for US stocks. This process computes holder counts and share changes to detect quarterly accumulation or distribution patterns.

How do I screen stocks for quarterly institutional ownership changes?▼

Screen for stocks with significant quarter-over-quarter institutional ownership changes, such as greater than 10% QoQ, and sufficient holder counts. This identifies targets experiencing notable smart money inflows or outflows.

Do I need an FMP API key to analyze institutional fund flows?▼

Yes, you need an FMP API key to retrieve institutional-holder datasets. The API provides the raw 13F filing data required to compute share and value changes for tracking smart money.

Can I perform a deep-dive institutional ownership analysis for a single ticker?▼

Yes, you can perform a single-ticker deep dive to produce a multi-quarter view of institutional holders. This reveals top-holder changes and trend validations for long-term investment ideas.

How are institutional ownership changes interpreted for portfolio actions?▼

Institutional ownership changes are interpreted using a tiered signal framework. This categorizes accumulation versus distribution and translates the data into actionable buy, hold, trim, or avoid portfolio decisions.

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

SEC 13F filings reflect quarterly data and only include institutional managers exceeding $100 million in assets. This creates a reporting delay and excludes smaller institutional holders from stock screening results.

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