Tooluck logoTooluck
SKILL.md

institutional-flow-tracker

Agent skill fromtradermonty/claude-trading-skills

Use this skill to track institutional investor ownership changes and portfolio flows using 13F filings data. Analyzes hedge funds, mutual funds, and other institutional holders to identify stocks with significant smart money accumulation or distribution. Helps discover stocks before major moves by following where sophisticated investors are deploying capital.

How to install institutional-flow-tracker

install institutional-flow-tracker
# install the claude-trading-skills pack with the skills CLI
npx skills add tradermonty/claude-trading-skills

# or add only this skill to Claude Code: copy the folder

skills/institutional-flow-tracker/

# into

~/.claude/skills/institutional-flow-tracker/ (all projects)

.claude/skills/institutional-flow-tracker/ (one project)

skills/institutional-flow-tracker/SKILL.md

MITFull file
1# Institutional Flow Tracker
2
3## Overview
4
5This 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.
6
7**Key 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.
8
9## Prerequisites
10
11- **FMP API Key:** Set `FMP_API_KEY` environment variable or pass `--api-key` to scripts
12- **Python 3.9+:** Required for running analysis scripts
13- **Dependencies:** `pip install requests` (scripts handle missing dependencies gracefully)
14
15## When to Use This Skill
16
17Use this skill when:
18- Validating investment ideas (checking if smart money agrees with your thesis)
19- Discovering new opportunities (finding stocks institutions are accumulating)
20- Risk assessment (identifying stocks institutions are exiting)
21- Portfolio monitoring (tracking institutional support for your holdings)
22- Following specific investors (tracking Warren Buffett, Cathie Wood, etc.)
23- Sector rotation analysis (identifying where institutions are rotating capital)
24
25**Do NOT use when:**
26- Seeking real-time intraday signals (13F data has 45-day reporting lag)
27…

Excerpt shown under the repository's MIT license.

More skills in claude-trading-skills

Keep exploring

Similar skill repositories

thedotmack /

claude-mem
116k

Persistent Context Across Sessions for Every Agent – Captures everything your agent does during sessions, compresses it with AI, and injects relevant context back into future sessions. Works with Claude Code, OpenClaw, Codex, Gemini, Hermes, Copilot, OpenCode + More

CCCXGHGM+135 skills

nexu-io /

open-design
107k

The 1st Collaborative AI Design Agent Workspace. Local-first and open source. Create motion, prototypes, websites, apps, dashboards, presentations, images, and videos with your team and AI agents. Share work, exchange feedback, and iterate together in one workspace.

40 skills

tt-a1i /

archify
95k

Turn any idea, plan, or codebase into a beautiful interactive diagram. An agent skill for Claude Code, Codex, and more.

CCCXOC1 skill

Newsletter

Join the Community

Subscribe to our newsletter for the latest news and updates