Institutional Flow Tracker
Screen stocks and follow hedge-fund-style 13F ownership flows when researching what to build, buy, or pitch in fintech or personal investing workflows.
Overview
Institutional Flow Tracker is an agent skill for the Idea phase that analyzes SEC 13F filings to surface institutional accumulation, distribution, and holder concentration patterns.
Install
npx skills add https://github.com/tradermonty/claude-trading-skills --skill institutional-flow-trackerWhat is this skill?
- Screens stocks with meaningful quarter-over-quarter institutional ownership changes (readme cites >10–15% QoQ thresholds
- Deep-dive per ticker: quarterly trends, top holders, and position changes
- Track named institutions and superinvestor portfolios across filings
- Tier-based signal-quality weighting (superinvestors vs active vs index funds)
- Multi-quarter accumulation/distribution detection (3+ quarters) plus concentration risk view
- Screens for significant institutional ownership changes with >10–15% quarter-over-quarter thresholds cited in the skill
- Flags sustained accumulation or distribution across 3+ quarters
- Tier-based signal-quality weighting across superinvestors, active funds, and index funds
Adoption & trust: 684 installs on skills.sh; 1.8k GitHub stars; 2/3 security scanners passed (skills.sh audits); trending (+100% hot-view momentum).
What problem does it solve?
You see a ticker or theme but cannot tell whether serious institutional capital is building the position or quietly leaving before the narrative catches up.
Who is it for?
Indie builders and solo investors doing fundamental or fintech research who want 13F-backed “smart money” context before committing.
Skip if: Live trade execution, regulatory compliance workflows, or teams that need real-time market data instead of quarterly filing lag.
When should I use this skill?
You need to discover opportunities, validate ideas against institutional holders, follow named funds, or read early distribution warnings from 13F data.
What do I get? / Deliverables
You get ranked screens, per-stock holder trends, and institution-level flow context you can fold into a shortlist, thesis memo, or next-step validation work.
- Screened ticker list with institutional flow signals
- Per-stock quarterly holder and concentration narrative
- Institution-level portfolio move summary
Recommended Skills
Journey fit
Canonical shelf is Idea because the skill’s core job is discovery and validation of investment theses from SEC 13F data before you commit capital or product direction. Research is where you map smart-money accumulation, superinvestor moves, and QoQ institutional shifts—not ship or operate a trading stack.
How it compares
Use for 13F ownership research instead of guessing conviction from social sentiment or headline news alone.
Common Questions / FAQ
Who is institutional-flow-tracker for?
Solo builders, indie founders in fintech, and individual investors who want agent-guided 13F institutional flow analysis during early research.
When should I use institutional-flow-tracker?
During Idea research when screening names, validating whether institutions agree with your thesis, or tracking specific funds; also useful in Validate when pricing or scope depends on market narrative grounded in holder data.
Is institutional-flow-tracker safe to install?
Review the Security Audits panel on this Prism page and treat any market-data API keys as secrets—you supply credentials and control what the agent calls.
SKILL.md
READMESKILL.md - Institutional Flow Tracker
# Institutional Flow Tracker Track institutional investor ownership changes and portfolio flows using 13F filings data to identify "smart money" accumulation and distribution patterns. ## Overview Institutional Flow Tracker analyzes SEC 13F filings to discover stocks where sophisticated investors (hedge funds, mutual funds, pension funds) are accumulating or distributing positions. By following where institutional money flows, you can: - **Discover opportunities** before they become mainstream - **Validate investment ideas** by checking if smart money agrees - **Get early warnings** when quality investors exit positions - **Follow superinvestors** like Warren Buffett, Seth Klarman, Bill Ackman **Key Insight:** Institutional investors manage trillions of dollars and conduct extensive research. Their collective actions often precede major price movements by 1-3 quarters. ## Features ✅ **Stock Screening** - Find stocks with significant institutional ownership changes (>10-15% QoQ) ✅ **Deep Dive Analysis** - Detailed quarterly trends, top holders, position changes for individual stocks ✅ **Institution Tracking** - Follow specific hedge funds/mutual funds portfolio moves ✅ **Signal Quality Framework** - Tier-based weighting system (superinvestors > active funds > index funds) ✅ **Multi-Quarter Trends** - Identify sustained accumulation/distribution (3+ quarters) ✅ **Concentration Analysis** - Assess ownership concentration risk ✅ **FMP API Integration** - Free tier (250 calls/day) sufficient for quarterly reviews ## Prerequisites ### Required: FMP API Key This skill uses Financial Modeling Prep (FMP) API to access 13F filing data. **Setup:** ```bash # Set environment variable (recommended) export FMP_API_KEY="your_key_here" # Or provide via command-line when running scripts python3 scripts/track_institutional_flow.py --api-key YOUR_KEY ``` **Get API Key:** 1. Visit: https://financialmodelingprep.com/developer/docs 2. Sign up for free account (250 requests/day) 3. Copy your API key **API Usage:** - Free tier: 250 requests/day (sufficient for analyzing 30-50 stocks quarterly) - Each stock analysis uses 1-2 API calls - Quarterly review workflow: ~50-100 API calls total ## Installation No installation required beyond Python 3 and the `requests` library: ```bash pip install requests ``` ## Usage ### 1. Screen for Stocks with Institutional Changes Find stocks with significant institutional activity: **Quick scan (top 50 stocks):** ```bash python3 institutional-flow-tracker/scripts/track_institutional_flow.py \ --top 50 \ --min-change-percent 10 ``` **Sector-focused screening:** ```bash python3 institutional-flow-tracker/scripts/track_institutional_flow.py \ --sector Technology \ --min-institutions 20 ``` **Custom screening:** ```bash python3 institutional-flow-tracker/scripts/track_institutional_flow.py \ --min-market-cap 2000000000 \ --min-change-percent 15 \ --top 100 \ --output institutional_results.json ``` **Output:** Markdown report with top accumulators/distributors, detailed metrics, interpretation guide ### 2. Deep Dive on Specific Stock Comprehensive analysis of institutional ownership for a single stock: ```bash python3 institutional-flow-tracker/scripts/analyze_single_stock.py AAPL ``` **Extended history (12 quarters):** ```bash python3 institutional-flow-tracker/scripts/analyze_single_stock.py MSFT --quarters 12 ``` **Output:** Detailed report with quarterly trends, new/increased/decreased/closed positions, concentration analysis ### 3. Track Specific Institutional Investors Follow portfolio changes of specific hedge funds or investment firms: ```bash # Track Warren Buffett's Berkshire Hathaway python3 institutional-flow-tracker/scripts/track_institution_portfolio.py \ --cik 0001067983 \ --name "Berkshire Hathaway" # Track Cathie Wood's ARK Investment Management python3 institutional-flow-tracker/scripts/track_institution_portfolio.py \ --cik 0001579982 \ --name "ARK I