Filings, funds, and the data behind them
Data readouts from 1.87M institutional positions across 1,824 filers, and guides to SEC filings, insider activity, and market data for AI agents. New articles daily.
Hedge Fund Clone Portfolios: Sizing, Timing, Caveats
How to build a hedge fund clone portfolio from 13F filings: manager selection, three weighting schemes, the quarterly rebalance calendar, and the caveats that compound.
Institutional Ownership
7 posts
Sector Rotation Explained: What 13F Flows Really Show
Sector rotation is capital moving between sectors. Raw 13F net flows overstate it because price drift inflates every winner. Here is how to adjust for it.
Family Office 13F Rules: Why Some Investors Vanish
Some of the most famous investors file no 13F at all. What the family office exemption actually covers, what still gets disclosed, and where the record goes dark.
Activist Investor 13D Filings: How Stakes Surface
How activist stakes surface through Schedule 13D: the 5% trigger, Item 4 intent, the 2023 shift to five business days, and reading the amendment chain.
Measuring Portfolio Turnover From 13F Filings
How fast does a manager really trade? A practical method for estimating portfolio turnover from quarterly 13F snapshots, what high and low readings imply, and the caveats that bite.
Hedge Fund Concentration Explained: Reading a Top-10 Book
What top-10 weight and position counts reveal about a hedge fund's conviction, how to compute concentration from 13F holdings, and where the number misleads.
Can You Copy Hedge Fund Trades? The 45-Day Reality
Cloning hedge fund portfolios from 13F filings means trading on data at least 45 days stale. What survives the lag, what breaks, and how to cross-check with faster filings.