Daily Intelligence · Mon-Fri

13F Tracker

The institutional positions that portfolio managers track before rebalancing.

Daily analysis of SEC Form 13F-HR filings — what the world's largest hedge funds, mutual funds, and institutional investors are buying, selling, and accumulating. Delivered every weekday.

Read Today's Edition
Daily, Mon-Fri, 12:05 PM ET
8 sections per edition
2,500-3,500 words of analysis

Built for individual investors, financial advisors, hedge fund analysts, and portfolio managers who want institutional flow intelligence 24-48 hours before mainstream coverage.

Latest Editions

Published daily, Mon-Fri · Full archive →
What every edition includes

Notable Filer Deep Dives

Complete portfolio breakdowns for the day's most significant 13F filers — top 10 holdings, sector allocation, new positions, exits, and what the portfolio tells us about their thesis.

Sector Flow Analysis

Aggregate all filings to reveal where institutional money is flowing in and out — sector rotation signals detected before they appear on screeners.

Activist & Concentration Watch

Flags for extreme portfolio concentration, known activist accumulation, and positions exceeding 5% ownership that may trigger 13D/13G filings.

Contrarian Signals

When institutions buy stocks down 20%+ or sell at all-time highs, and when different smart money funds take opposite sides of the same name.