About this skill

Problem

Institutional 13F data is fragmented across sources such as Giantsight, Insiderset, and SEC EDGAR, with inconsistent fields, reporting periods, and option presentation. Manually answering questions like “What did a fund buy this quarter?”, “Who holds this stock?”, or “How did its strategy change?” is slow and error-prone. This skill turns that workflow into a repeatable search, extraction, and analysis process.

How It Works

Intent parsing: distinguishes fund holdings, stock holders, and cross-fund comparison.
Multi-source retrieval: prioritizes Giantsight, Insiderset, StockZoa, HedgeFollow, and WhaleWisdom, falling back to SEC EDGAR or Chinese finance sources when needed.
Normalization: produces a consistent table with ticker, company, market value, weight, shares, and change notes, plus reporting date, position count, and top holdings.
Quarter-over-quarter comparison: compares total value, position count, concentration, new entries, exits, additions, reductions, sector concentration, and option ratios.
Strategy interpretation: separates calls, puts, and common stock, distinguishes notional value from market value, and assesses shifts toward value/growth, thematic concentration, hedging, or long-term positioning.

Boundaries

The skill is suited to public 13F holdings analysis, not real-time trading signals. 13F filings can lag by up to 45 days, some sources use dynamic loading or anti-scraping, and option-heavy funds require attention to notional value, theta decay, and hedging intent rather than treating large put positions as simple shorting.

Screenshots

Use Cases

{'title': 'Quarterly Holdings Review', 'desc': "After quarter end, compile a notable investor's or hedge fund's latest 13F holdings table and mark additions, reductions, exits, and new positions."}
{'title': 'Stock Holder Research', 'desc': "When researching a US stock or ETF, identify which institutions hold it and compare each fund's weight in the position."}
{'title': 'Fund Style Comparison', 'desc': "When comparing several funds' exposure to the same tech names, build a cross-holdings table to identify shared concentrated positions and sector overlap."}
{'title': 'Strategy Change Analysis', 'desc': 'When judging whether a fund shifted toward value, added option hedges, or reduced concentration, compare total value, position count, and top-five weight across two quarters.'}

Best For

{'title': 'Investment Research Analyst', 'desc': 'Needs to consolidate fragmented 13F sources into a consistent table and identify quarterly position changes.'}
{'title': 'Equity Research Analyst', 'desc': 'Needs to trace material institutional holders for stock research and compare fund weights in key positions.'}
{'title': 'Fund Product Manager', 'desc': "Needs to monitor benchmark funds' style drift, concentration changes, and option hedge intensity for strategy review."}
{'title': 'Finance Content Editor', 'desc': 'Needs to extract standardized, citable holdings data for institutional reporting and separate reliable sources from speculative claims.'}