Institutional Ownership Analysis
CommunitySpot smart-money trends from 13F filings.
Finance & Accounting#equity research#institutional ownership#smart money#13f filings#activist investors#investment signal#ownership concentration
Authorseverin-ye
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Helps you interpret institutional “smart money” behavior by turning SEC 13F ownership and holder-change patterns into an actionable investment signal.
Core Features & Use Cases
- Institutional ownership snapshot & trend (4 quarters): Summarizes total institutional ownership, number of holders, shares/value held, and ownership changes to infer bullish/neutral/bearish sentiment.
- Top holders, position changes, and concentration: Identifies top holders, quarter-over-quarter adds/reductions/eliminations, and evaluates how concentrated ownership is (including turnover and stability).
- Smart money and activist lens: Highlights notable investors’ buys/sells, surfaces activist/strategic holders, and connects ownership activity to potential catalysts and performance.
Quick Start
Ask the skill to analyze a ticker’s latest 13F activity and summarize ownership trend, top holder changes, concentration, red flags, and the resulting buy/hold/sell signal.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: Institutional Ownership Analysis Download link: https://github.com/severin-ye/OpenStock--Analyst/archive/main.zip#institutional-ownership-analysis Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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