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Institutional Ownership Analysis

Analyze SEC 13F filings to detect institutional ownership trends and generate investment signals.

3|Updated May 9, 2026
Search Tags:#equity research#institutional ownership#smart money#13f filings#activist investors#investment signal#ownership concentration
One-click install
npx skills add https://github.com/severin-ye/OpenStock--Analyst --skill institutional-ownership-analysis
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Institutional Ownership Analysis
Source: https://github.com/severin-ye/OpenStock--Analyst/tree/main/src/investskill/plugins/us-stock-analysis/skills/institutional-ownership
Command: npx skills add https://github.com/severin-ye/OpenStock--Analyst --skill institutional-ownership-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about Institutional Ownership Analysis

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

FAQPage Schema
How do I track institutional ownership changes from SEC 13F filings?▼

To track institutional ownership changes from SEC 13F filings, analyze total institutional ownership, number of holders, and quarter-over-quarter position changes to infer bullish, neutral, or bearish sentiment.

How do I detect smart money trends in a specific stock?▼

To detect smart money trends in a specific stock, evaluate top holder adds, reductions, and eliminations alongside ownership concentration and turnover to generate a standardized buy, hold, or sell investment signal.

What is the best way to analyze activist investors from 13F filings?▼

Analyzing activist investors from 13F filings involves surfacing strategic stakeholders, highlighting notable investor buys or sells, and connecting ownership activity to potential catalysts and performance outcomes.

Can I evaluate ownership concentration for equity research?▼

Yes, you can evaluate ownership concentration for equity research by calculating the number of institutional holders, assessing quarter-over-quarter turnover, and measuring ownership stability to identify risk flags.

How does 13F ownership turnover analysis help generate investment signals?▼

13F ownership turnover analysis helps generate investment signals by summarizing smart money activity, evaluating ownership concentration stability, and producing a confidence level with a specific time horizon.

When should I not rely on 13F filings for institutional tracking?▼

You should not rely on 13F filings for real-time institutional tracking because SEC 13F filings are released quarterly, meaning the data reflects historical positions and may not capture current smart money sentiment.

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