{ "schemaVersion": "1.0", "item": { "slug": "institutional-flow-tracker", "name": "Institutional Flow Tracker", "source": "tencent", "type": "skill", "category": "开发工具", "sourceUrl": "https://clawhub.ai/Veeramanikandanr48/institutional-flow-tracker", "canonicalUrl": "https://clawhub.ai/Veeramanikandanr48/institutional-flow-tracker", "targetPlatform": "OpenClaw" }, "install": { "downloadMode": "redirect", "downloadUrl": "/downloads/institutional-flow-tracker", "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=institutional-flow-tracker", "sourcePlatform": "tencent", "targetPlatform": "OpenClaw", "installMethod": "Manual import", "extraction": "Extract archive", "prerequisites": [ "OpenClaw" ], "packageFormat": "ZIP package", "includedAssets": [ "README.md", "SKILL.md", "references/13f_filings_guide.md", "references/institutional_investor_types.md", "references/interpretation_framework.md", "scripts/analyze_single_stock.py" ], "primaryDoc": "SKILL.md", "quickSetup": [ "Download the package from Yavira.", "Extract the archive and review SKILL.md first.", "Import or place the package into your OpenClaw setup." ], "agentAssist": { "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.", "steps": [ "Download the package from Yavira.", "Extract it into a folder your agent can access.", "Paste one of the prompts below and point your agent at the extracted folder." ], "prompts": [ { "label": "New install", "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete." }, { "label": "Upgrade existing", "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run." } ] }, "sourceHealth": { "source": "tencent", "status": "healthy", "reason": "direct_download_ok", "recommendedAction": "download", "checkedAt": "2026-04-30T16:55:25.780Z", "expiresAt": "2026-05-07T16:55:25.780Z", "httpStatus": 200, "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=network", "contentType": "application/zip", "probeMethod": "head", "details": { "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=network", "contentDisposition": "attachment; filename=\"network-1.0.0.zip\"", "redirectLocation": null, "bodySnippet": null }, "scope": "source", "summary": "Source download looks usable.", "detail": "Yavira can redirect you to the upstream package for this source.", "primaryActionLabel": "Download for OpenClaw", "primaryActionHref": "/downloads/institutional-flow-tracker" }, "validation": { "installChecklist": [ "Use the Yavira download entry.", "Review SKILL.md after the package is downloaded.", "Confirm the extracted package contains the expected setup assets." ], "postInstallChecks": [ "Confirm the extracted package includes the expected docs or setup files.", "Validate the skill or prompts are available in your target agent workspace.", "Capture any manual follow-up steps the agent could not complete." ] }, "downloadPageUrl": "https://openagent3.xyz/downloads/institutional-flow-tracker", "agentPageUrl": "https://openagent3.xyz/skills/institutional-flow-tracker/agent", "manifestUrl": "https://openagent3.xyz/skills/institutional-flow-tracker/agent.json", "briefUrl": "https://openagent3.xyz/skills/institutional-flow-tracker/agent.md" }, "agentAssist": { "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.", "steps": [ "Download the package from Yavira.", "Extract it into a folder your agent can access.", "Paste one of the prompts below and point your agent at the extracted folder." ], "prompts": [ { "label": "New install", "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete." }, { "label": "Upgrade existing", "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run." } ] }, "documentation": { "source": "clawhub", "primaryDoc": "SKILL.md", "sections": [ { "title": "Overview", "body": "This skill tracks institutional investor activity through 13F SEC filings to identify \"smart money\" flows into and out of stocks. By analyzing quarterly changes in institutional ownership, you can discover stocks that sophisticated investors are accumulating before major price moves, or identify potential risks when institutions are reducing positions.\n\nKey Insight: Institutional investors (hedge funds, pension funds, mutual funds) manage trillions of dollars and conduct extensive research. Their collective buying/selling patterns often precede significant price movements by 1-3 quarters." }, { "title": "When to Use This Skill", "body": "Use this skill when:\n\nValidating investment ideas (checking if smart money agrees with your thesis)\nDiscovering new opportunities (finding stocks institutions are accumulating)\nRisk assessment (identifying stocks institutions are exiting)\nPortfolio monitoring (tracking institutional support for your holdings)\nFollowing specific investors (tracking Warren Buffett, Cathie Wood, etc.)\nSector rotation analysis (identifying where institutions are rotating capital)\n\nDo NOT use when:\n\nSeeking real-time intraday signals (13F data has 45-day reporting lag)\nAnalyzing micro-cap stocks (<$100M market cap with limited institutional interest)\nLooking for short-term trading signals (<3 months horizon)" }, { "title": "Required: FMP API Key", "body": "This skill uses Financial Modeling Prep (FMP) API to access 13F filing data:\n\nSetup:\n\n# Set environment variable (preferred)\nexport FMP_API_KEY=your_key_here\n\n# Or provide when running scripts\npython3 scripts/track_institutional_flow.py --api-key YOUR_KEY\n\nAPI Tier Requirements:\n\nFree Tier: 250 requests/day (sufficient for analyzing 20-30 stocks quarterly)\nPaid Tiers: Higher limits for extensive screening\n\n13F Filing Schedule:\n\nFiled quarterly within 45 days after quarter end\nQ1 (Jan-Mar): Filed by mid-May\nQ2 (Apr-Jun): Filed by mid-August\nQ3 (Jul-Sep): Filed by mid-November\nQ4 (Oct-Dec): Filed by mid-February" }, { "title": "Step 1: Identify Stocks with Significant Institutional Changes", "body": "Execute the main screening script to find stocks with notable institutional activity:\n\nQuick scan (top 50 stocks by institutional change):\n\npython3 institutional-flow-tracker/scripts/track_institutional_flow.py \\\n --top 50 \\\n --min-change-percent 10\n\nSector-focused scan:\n\npython3 institutional-flow-tracker/scripts/track_institutional_flow.py \\\n --sector Technology \\\n --min-institutions 20\n\nCustom screening:\n\npython3 institutional-flow-tracker/scripts/track_institutional_flow.py \\\n --min-market-cap 2000000000 \\\n --min-change-percent 15 \\\n --top 100 \\\n --output institutional_flow_results.json\n\nOutput includes:\n\nStock ticker and company name\nCurrent institutional ownership % (of shares outstanding)\nQuarter-over-quarter change in shares held\nNumber of institutions holding\nChange in number of institutions (new buyers vs sellers)\nTop institutional holders\nAggregate dollar value change" }, { "title": "Step 2: Deep Dive on Specific Stocks", "body": "For detailed analysis of a specific stock's institutional ownership:\n\npython3 institutional-flow-tracker/scripts/analyze_single_stock.py AAPL\n\nThis generates:\n\nHistorical institutional ownership trend (8 quarters)\nList of all institutional holders with position changes\nConcentration analysis (top 10 holders' % of total institutional ownership)\nNew positions vs increased vs decreased vs closed positions\nQuarterly flow chart (net shares added/removed)\nComparison to sector average institutional ownership\n\nKey metrics to evaluate:\n\nOwnership %: Higher institutional ownership (>70%) = more stability but limited upside\nOwnership Trend: Rising ownership = bullish, falling = bearish\nConcentration: High concentration (top 10 > 50%) = risk if they sell\nQuality of Holders: Presence of quality long-term investors (Berkshire, Fidelity) vs momentum funds" }, { "title": "Step 3: Track Specific Institutional Investors", "body": "Follow the portfolio moves of specific hedge funds or investment firms:\n\n# Track Warren Buffett's Berkshire Hathaway\npython3 institutional-flow-tracker/scripts/track_institution_portfolio.py \\\n --cik 0001067983 \\\n --name \"Berkshire Hathaway\"\n\n# Track Cathie Wood's ARK Investment Management\npython3 institutional-flow-tracker/scripts/track_institution_portfolio.py \\\n --cik 0001579982 \\\n --name \"ARK Investment Management\"\n\nCIK (Central Index Key) lookup:\n\nSearch at: https://www.sec.gov/cgi-bin/browse-edgar\nOr use FMP API institutional search\n\nAnalysis output:\n\nCurrent portfolio holdings (top 50 positions)\nNew positions added this quarter\nPositions completely sold\nLargest increases/decreases in existing positions\nPortfolio concentration and sector allocation changes\nHistorical performance of their top picks" }, { "title": "Step 4: Interpretation and Action", "body": "Read the references for interpretation guidance:\n\nreferences/13f_filings_guide.md - Understanding 13F data and limitations\nreferences/institutional_investor_types.md - Different investor types and their strategies\nreferences/interpretation_framework.md - How to interpret institutional flow signals\n\nSignal Strength Framework:\n\nStrong Bullish (Consider buying):\n\nInstitutional ownership increasing >15% QoQ\nNumber of institutions increasing >10%\nQuality long-term investors adding positions\nLow current ownership (<40%) with room to grow\nAccumulation happening across multiple quarters\n\nModerate Bullish:\n\nInstitutional ownership increasing 5-15% QoQ\nMix of new buyers and sellers, net positive\nCurrent ownership 40-70%\n\nNeutral:\n\nMinimal change in ownership (<5%)\nSimilar number of buyers and sellers\nStable institutional base\n\nModerate Bearish:\n\nInstitutional ownership decreasing 5-15% QoQ\nMore sellers than buyers\nHigh ownership (>80%) limiting new buyers\n\nStrong Bearish (Consider selling/avoiding):\n\nInstitutional ownership decreasing >15% QoQ\nNumber of institutions decreasing >10%\nQuality investors exiting positions\nDistribution happening across multiple quarters\nConcentration risk (top holder selling large position)" }, { "title": "Step 5: Portfolio Application", "body": "For new positions:\n\nRun institutional analysis on your stock idea\nLook for confirmation (institutions also accumulating)\nIf strong bearish signals, reconsider or reduce position size\nIf strong bullish signals, gain confidence in thesis\n\nFor existing holdings:\n\nQuarterly review after 13F filing deadlines\nMonitor for distribution (early warning system)\nIf institutions are exiting, re-evaluate your thesis\nConsider trimming if widespread institutional selling\n\nScreening workflow integration:\n\nUse Value Dividend Screener or other screeners to find candidates\nRun Institutional Flow Tracker on top candidates\nPrioritize stocks with institutional accumulation\nAvoid stocks with institutional distribution" }, { "title": "Output Format", "body": "All analysis generates structured markdown reports saved to repository root:\n\nFilename convention: institutional_flow_analysis__.md\n\nReport sections:\n\nExecutive Summary (key findings)\nInstitutional Ownership Trend (current vs historical)\nTop Holders and Changes\nNew Buyers vs Sellers\nConcentration Analysis\nInterpretation and Recommendations\nData Sources and Timestamp" }, { "title": "Limitations and Caveats", "body": "Data Lag:\n\n13F filings have 45-day reporting delay\nPositions may have changed since filing date\nUse as confirming indicator, not leading signal\n\nCoverage:\n\nOnly institutions managing >$100M are required to file\nExcludes individual investors and smaller funds\nInternational institutions may not file 13F\n\nReporting Rules:\n\nOnly long equity positions reported (no shorts, options, bonds)\nHoldings as of quarter-end snapshot\nSome positions may be confidential (delayed reporting)\n\nInterpretation:\n\nCorrelation ≠ causation (stocks can fall despite institutional buying)\nConsider overall market environment and fundamentals\nCombine with technical analysis and other skills" }, { "title": "Advanced Use Cases", "body": "Insider + Institutional Combo:\n\nLook for stocks where both insiders AND institutions are buying\nParticularly powerful signal when aligned\n\nSector Rotation Detection:\n\nTrack aggregate institutional flows by sector\nIdentify early rotation trends before they appear in price\n\nContrarian Plays:\n\nFind quality stocks institutions are selling (potential value)\nRequires strong fundamental conviction\n\nSmart Money Validation:\n\nBefore major position, check if smart money agrees\nGain confidence or find overlooked risks" }, { "title": "References", "body": "The references/ folder contains detailed guides:\n\n13f_filings_guide.md - Comprehensive guide to 13F SEC filings, what they include, reporting requirements, and data quality considerations\ninstitutional_investor_types.md - Different types of institutional investors (hedge funds, mutual funds, pension funds, etc.), their typical strategies, and how to interpret their moves\ninterpretation_framework.md - Detailed framework for interpreting institutional ownership changes, signal quality assessment, and integration with other analysis" }, { "title": "track_institutional_flow.py", "body": "Main screening script for finding stocks with significant institutional changes.\n\nRequired:\n\n--api-key: FMP API key (or set FMP_API_KEY environment variable)\n\nOptional:\n\n--top N: Return top N stocks by institutional change (default: 50)\n--min-change-percent X: Minimum % change in institutional ownership (default: 10)\n--min-market-cap X: Minimum market cap in dollars (default: 1B)\n--sector NAME: Filter by specific sector\n--min-institutions N: Minimum number of institutional holders (default: 10)\n--output FILE: Output JSON file path (default: institutional_flow_results.json)\n--sort-by FIELD: Sort by 'ownership_change', 'institution_count_change', 'dollar_value_change'" }, { "title": "analyze_single_stock.py", "body": "Deep dive analysis on a specific stock's institutional ownership.\n\nRequired:\n\nTicker symbol (positional argument)\n--api-key: FMP API key (or set FMP_API_KEY environment variable)\n\nOptional:\n\n--quarters N: Number of quarters to analyze (default: 8, i.e., 2 years)\n--output FILE: Output markdown report path\n--compare-to TICKER: Compare institutional ownership to another stock" }, { "title": "track_institution_portfolio.py", "body": "Track a specific institutional investor's portfolio changes.\n\nRequired:\n\n--cik CIK: Central Index Key of the institution\n--name NAME: Institution name for report\n--api-key: FMP API key (or set FMP_API_KEY environment variable)\n\nOptional:\n\n--top N: Show top N holdings (default: 50)\n--min-position-value X: Minimum position value to include (default: 10M)\n--output FILE: Output markdown report path" }, { "title": "Integration with Other Skills", "body": "Value Dividend Screener + Institutional Flow:\n\n1. Run Value Dividend Screener to find candidates\n2. For each candidate, check institutional flow\n3. Prioritize stocks with rising institutional ownership\n\nUS Stock Analysis + Institutional Flow:\n\n1. Run comprehensive fundamental analysis\n2. Validate with institutional ownership trends\n3. If institutions are selling, investigate why\n\nPortfolio Manager + Institutional Flow:\n\n1. Fetch current portfolio via Alpaca\n2. Run institutional analysis on each holding\n3. Flag positions with deteriorating institutional support\n4. Consider rebalancing away from distribution\n\nTechnical Analyst + Institutional Flow:\n\n1. Identify technical setup (e.g., breakout)\n2. Check if institutional buying confirms\n3. Higher conviction if both align" }, { "title": "Best Practices", "body": "Quarterly Reviews: Set calendar reminders for 13F filing deadlines\nMulti-Quarter Trends: Look for sustained trends (3+ quarters), not one-time changes\nQuality Over Quantity: Berkshire adding > 100 small funds adding\nContext Matters: Rising ownership in a falling stock may be value investors catching a falling knife\nCombine Signals: Never use institutional flow in isolation\nUpdate Your Data: Re-run analysis each quarter as new 13Fs are filed" }, { "title": "Support & Resources", "body": "FMP API Documentation: https://financialmodelingprep.com/developer/docs\nSEC 13F Filings Database: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=13F\nInstitutional Investor Database: https://whalewisdom.com (free tier available)\n\nNote: This skill is designed for long-term investors (3-12 month horizon). For short-term trading, combine with technical analysis and other momentum indicators." } ], "body": "Institutional Flow Tracker\nOverview\n\nThis skill tracks institutional investor activity through 13F SEC filings to identify \"smart money\" flows into and out of stocks. By analyzing quarterly changes in institutional ownership, you can discover stocks that sophisticated investors are accumulating before major price moves, or identify potential risks when institutions are reducing positions.\n\nKey Insight: Institutional investors (hedge funds, pension funds, mutual funds) manage trillions of dollars and conduct extensive research. Their collective buying/selling patterns often precede significant price movements by 1-3 quarters.\n\nWhen to Use This Skill\n\nUse this skill when:\n\nValidating investment ideas (checking if smart money agrees with your thesis)\nDiscovering new opportunities (finding stocks institutions are accumulating)\nRisk assessment (identifying stocks institutions are exiting)\nPortfolio monitoring (tracking institutional support for your holdings)\nFollowing specific investors (tracking Warren Buffett, Cathie Wood, etc.)\nSector rotation analysis (identifying where institutions are rotating capital)\n\nDo NOT use when:\n\nSeeking real-time intraday signals (13F data has 45-day reporting lag)\nAnalyzing micro-cap stocks (<$100M market cap with limited institutional interest)\nLooking for short-term trading signals (<3 months horizon)\nData Sources & Requirements\nRequired: FMP API Key\n\nThis skill uses Financial Modeling Prep (FMP) API to access 13F filing data:\n\nSetup:\n\n# Set environment variable (preferred)\nexport FMP_API_KEY=your_key_here\n\n# Or provide when running scripts\npython3 scripts/track_institutional_flow.py --api-key YOUR_KEY\n\n\nAPI Tier Requirements:\n\nFree Tier: 250 requests/day (sufficient for analyzing 20-30 stocks quarterly)\nPaid Tiers: Higher limits for extensive screening\n\n13F Filing Schedule:\n\nFiled quarterly within 45 days after quarter end\nQ1 (Jan-Mar): Filed by mid-May\nQ2 (Apr-Jun): Filed by mid-August\nQ3 (Jul-Sep): Filed by mid-November\nQ4 (Oct-Dec): Filed by mid-February\nAnalysis Workflow\nStep 1: Identify Stocks with Significant Institutional Changes\n\nExecute the main screening script to find stocks with notable institutional activity:\n\nQuick scan (top 50 stocks by institutional change):\n\npython3 institutional-flow-tracker/scripts/track_institutional_flow.py \\\n --top 50 \\\n --min-change-percent 10\n\n\nSector-focused scan:\n\npython3 institutional-flow-tracker/scripts/track_institutional_flow.py \\\n --sector Technology \\\n --min-institutions 20\n\n\nCustom screening:\n\npython3 institutional-flow-tracker/scripts/track_institutional_flow.py \\\n --min-market-cap 2000000000 \\\n --min-change-percent 15 \\\n --top 100 \\\n --output institutional_flow_results.json\n\n\nOutput includes:\n\nStock ticker and company name\nCurrent institutional ownership % (of shares outstanding)\nQuarter-over-quarter change in shares held\nNumber of institutions holding\nChange in number of institutions (new buyers vs sellers)\nTop institutional holders\nAggregate dollar value change\nStep 2: Deep Dive on Specific Stocks\n\nFor detailed analysis of a specific stock's institutional ownership:\n\npython3 institutional-flow-tracker/scripts/analyze_single_stock.py AAPL\n\n\nThis generates:\n\nHistorical institutional ownership trend (8 quarters)\nList of all institutional holders with position changes\nConcentration analysis (top 10 holders' % of total institutional ownership)\nNew positions vs increased vs decreased vs closed positions\nQuarterly flow chart (net shares added/removed)\nComparison to sector average institutional ownership\n\nKey metrics to evaluate:\n\nOwnership %: Higher institutional ownership (>70%) = more stability but limited upside\nOwnership Trend: Rising ownership = bullish, falling = bearish\nConcentration: High concentration (top 10 > 50%) = risk if they sell\nQuality of Holders: Presence of quality long-term investors (Berkshire, Fidelity) vs momentum funds\nStep 3: Track Specific Institutional Investors\n\nFollow the portfolio moves of specific hedge funds or investment firms:\n\n# Track Warren Buffett's Berkshire Hathaway\npython3 institutional-flow-tracker/scripts/track_institution_portfolio.py \\\n --cik 0001067983 \\\n --name \"Berkshire Hathaway\"\n\n# Track Cathie Wood's ARK Investment Management\npython3 institutional-flow-tracker/scripts/track_institution_portfolio.py \\\n --cik 0001579982 \\\n --name \"ARK Investment Management\"\n\n\nCIK (Central Index Key) lookup:\n\nSearch at: https://www.sec.gov/cgi-bin/browse-edgar\nOr use FMP API institutional search\n\nAnalysis output:\n\nCurrent portfolio holdings (top 50 positions)\nNew positions added this quarter\nPositions completely sold\nLargest increases/decreases in existing positions\nPortfolio concentration and sector allocation changes\nHistorical performance of their top picks\nStep 4: Interpretation and Action\n\nRead the references for interpretation guidance:\n\nreferences/13f_filings_guide.md - Understanding 13F data and limitations\nreferences/institutional_investor_types.md - Different investor types and their strategies\nreferences/interpretation_framework.md - How to interpret institutional flow signals\n\nSignal Strength Framework:\n\nStrong Bullish (Consider buying):\n\nInstitutional ownership increasing >15% QoQ\nNumber of institutions increasing >10%\nQuality long-term investors adding positions\nLow current ownership (<40%) with room to grow\nAccumulation happening across multiple quarters\n\nModerate Bullish:\n\nInstitutional ownership increasing 5-15% QoQ\nMix of new buyers and sellers, net positive\nCurrent ownership 40-70%\n\nNeutral:\n\nMinimal change in ownership (<5%)\nSimilar number of buyers and sellers\nStable institutional base\n\nModerate Bearish:\n\nInstitutional ownership decreasing 5-15% QoQ\nMore sellers than buyers\nHigh ownership (>80%) limiting new buyers\n\nStrong Bearish (Consider selling/avoiding):\n\nInstitutional ownership decreasing >15% QoQ\nNumber of institutions decreasing >10%\nQuality investors exiting positions\nDistribution happening across multiple quarters\nConcentration risk (top holder selling large position)\nStep 5: Portfolio Application\n\nFor new positions:\n\nRun institutional analysis on your stock idea\nLook for confirmation (institutions also accumulating)\nIf strong bearish signals, reconsider or reduce position size\nIf strong bullish signals, gain confidence in thesis\n\nFor existing holdings:\n\nQuarterly review after 13F filing deadlines\nMonitor for distribution (early warning system)\nIf institutions are exiting, re-evaluate your thesis\nConsider trimming if widespread institutional selling\n\nScreening workflow integration:\n\nUse Value Dividend Screener or other screeners to find candidates\nRun Institutional Flow Tracker on top candidates\nPrioritize stocks with institutional accumulation\nAvoid stocks with institutional distribution\nOutput Format\n\nAll analysis generates structured markdown reports saved to repository root:\n\nFilename convention: institutional_flow_analysis__.md\n\nReport sections:\n\nExecutive Summary (key findings)\nInstitutional Ownership Trend (current vs historical)\nTop Holders and Changes\nNew Buyers vs Sellers\nConcentration Analysis\nInterpretation and Recommendations\nData Sources and Timestamp\nLimitations and Caveats\n\nData Lag:\n\n13F filings have 45-day reporting delay\nPositions may have changed since filing date\nUse as confirming indicator, not leading signal\n\nCoverage:\n\nOnly institutions managing >$100M are required to file\nExcludes individual investors and smaller funds\nInternational institutions may not file 13F\n\nReporting Rules:\n\nOnly long equity positions reported (no shorts, options, bonds)\nHoldings as of quarter-end snapshot\nSome positions may be confidential (delayed reporting)\n\nInterpretation:\n\nCorrelation ≠ causation (stocks can fall despite institutional buying)\nConsider overall market environment and fundamentals\nCombine with technical analysis and other skills\nAdvanced Use Cases\n\nInsider + Institutional Combo:\n\nLook for stocks where both insiders AND institutions are buying\nParticularly powerful signal when aligned\n\nSector Rotation Detection:\n\nTrack aggregate institutional flows by sector\nIdentify early rotation trends before they appear in price\n\nContrarian Plays:\n\nFind quality stocks institutions are selling (potential value)\nRequires strong fundamental conviction\n\nSmart Money Validation:\n\nBefore major position, check if smart money agrees\nGain confidence or find overlooked risks\nReferences\n\nThe references/ folder contains detailed guides:\n\n13f_filings_guide.md - Comprehensive guide to 13F SEC filings, what they include, reporting requirements, and data quality considerations\ninstitutional_investor_types.md - Different types of institutional investors (hedge funds, mutual funds, pension funds, etc.), their typical strategies, and how to interpret their moves\ninterpretation_framework.md - Detailed framework for interpreting institutional ownership changes, signal quality assessment, and integration with other analysis\nScript Parameters\ntrack_institutional_flow.py\n\nMain screening script for finding stocks with significant institutional changes.\n\nRequired:\n\n--api-key: FMP API key (or set FMP_API_KEY environment variable)\n\nOptional:\n\n--top N: Return top N stocks by institutional change (default: 50)\n--min-change-percent X: Minimum % change in institutional ownership (default: 10)\n--min-market-cap X: Minimum market cap in dollars (default: 1B)\n--sector NAME: Filter by specific sector\n--min-institutions N: Minimum number of institutional holders (default: 10)\n--output FILE: Output JSON file path (default: institutional_flow_results.json)\n--sort-by FIELD: Sort by 'ownership_change', 'institution_count_change', 'dollar_value_change'\nanalyze_single_stock.py\n\nDeep dive analysis on a specific stock's institutional ownership.\n\nRequired:\n\nTicker symbol (positional argument)\n--api-key: FMP API key (or set FMP_API_KEY environment variable)\n\nOptional:\n\n--quarters N: Number of quarters to analyze (default: 8, i.e., 2 years)\n--output FILE: Output markdown report path\n--compare-to TICKER: Compare institutional ownership to another stock\ntrack_institution_portfolio.py\n\nTrack a specific institutional investor's portfolio changes.\n\nRequired:\n\n--cik CIK: Central Index Key of the institution\n--name NAME: Institution name for report\n--api-key: FMP API key (or set FMP_API_KEY environment variable)\n\nOptional:\n\n--top N: Show top N holdings (default: 50)\n--min-position-value X: Minimum position value to include (default: 10M)\n--output FILE: Output markdown report path\nIntegration with Other Skills\n\nValue Dividend Screener + Institutional Flow:\n\n1. Run Value Dividend Screener to find candidates\n2. For each candidate, check institutional flow\n3. Prioritize stocks with rising institutional ownership\n\n\nUS Stock Analysis + Institutional Flow:\n\n1. Run comprehensive fundamental analysis\n2. Validate with institutional ownership trends\n3. If institutions are selling, investigate why\n\n\nPortfolio Manager + Institutional Flow:\n\n1. Fetch current portfolio via Alpaca\n2. Run institutional analysis on each holding\n3. Flag positions with deteriorating institutional support\n4. Consider rebalancing away from distribution\n\n\nTechnical Analyst + Institutional Flow:\n\n1. Identify technical setup (e.g., breakout)\n2. Check if institutional buying confirms\n3. Higher conviction if both align\n\nBest Practices\nQuarterly Reviews: Set calendar reminders for 13F filing deadlines\nMulti-Quarter Trends: Look for sustained trends (3+ quarters), not one-time changes\nQuality Over Quantity: Berkshire adding > 100 small funds adding\nContext Matters: Rising ownership in a falling stock may be value investors catching a falling knife\nCombine Signals: Never use institutional flow in isolation\nUpdate Your Data: Re-run analysis each quarter as new 13Fs are filed\nSupport & Resources\nFMP API Documentation: https://financialmodelingprep.com/developer/docs\nSEC 13F Filings Database: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=13F\nInstitutional Investor Database: https://whalewisdom.com (free tier available)\n\nNote: This skill is designed for long-term investors (3-12 month horizon). For short-term trading, combine with technical analysis and other momentum indicators." }, "trust": { "sourceLabel": "tencent", "provenanceUrl": "https://clawhub.ai/Veeramanikandanr48/institutional-flow-tracker", "publisherUrl": "https://clawhub.ai/Veeramanikandanr48/institutional-flow-tracker", "owner": "Veeramanikandanr48", "version": "0.1.0", "license": null, "verificationStatus": "Indexed source record" }, "links": { "detailUrl": "https://openagent3.xyz/skills/institutional-flow-tracker", "downloadUrl": "https://openagent3.xyz/downloads/institutional-flow-tracker", "agentUrl": "https://openagent3.xyz/skills/institutional-flow-tracker/agent", "manifestUrl": "https://openagent3.xyz/skills/institutional-flow-tracker/agent.json", "briefUrl": "https://openagent3.xyz/skills/institutional-flow-tracker/agent.md" } }