institutional-flow-tracker

Track institutional ownership changes by analyzing SEC 13F filings to identify quarter-over-quarter accumulation and distribution of equities. This provides actionable smart-money signals, holder counts, and concentration metrics for portfolio monitoring.

Screen stocks for smart-money accumulation and distribution by applying a tier-weighted scoring framework and clustering analysis to 13F filings. This surfaces significant quarter-over-quarter institutional ownership changes and identifies top accumulators.

You need an FMP_API_KEY to analyze 13F institutional portfolio flows. The skill integrates directly with the Financial Modeling Prep API to fetch quarterly filing data required for ownership trend analysis and reliability grading.

Perform a single-stock deep dive by generating multi-quarter ownership trends from 13F filings. This reveals top holders, new positions, increased or decreased stakes, closed positions, and concentration metrics for the target ticker.

Smart-money signal reliability works by applying a data-quality reliability grade to 13F filing analysis. This reduces false signals by filtering noise, ensuring the quarter-over-quarter portfolio flow metrics accurately reflect institutional moves.

Detect sector rotation by analyzing quarterly institutional ownership data from 13F filings. The skill tracks portfolio flows across sectors, highlighting where sophisticated investors are collectively increasing or decreasing equity positions.