institutional-ownership

Community

Track smart money moves in 13F filings.

Authoryennanliu
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps investors understand the sentiment and actions of institutional investors by analyzing SEC 13F filings, identifying potential "smart money" trends and signals.

Core Features & Use Cases

  • Analyze Institutional Holdings: Get a snapshot of who owns a stock and how much.
  • Track Ownership Changes: Monitor quarter-over-quarter changes in holdings, including new positions, increases, and decreases.
  • Identify Smart Money: Recognize activity from notable investors like hedge funds and activist investors.
  • Assess Ownership Concentration: Understand the stability and risk associated with concentrated ownership.
  • Use Case: Before investing in a company, use this Skill to see if major funds like Vanguard or BlackRock are increasing their positions, or if activist investors are taking stakes, which could signal future stock performance.

Quick Start

Analyze the institutional ownership for Apple (AAPL) using the latest filings.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 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
Download link: https://github.com/yennanliu/InvestSkill/archive/main.zip#institutional-ownership

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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