Agent skill · data analytics · tradermonty
institutional-flow-tracker
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.
Why this skill is useful
Adds specific analysis scripts for tracking institutional investor flows using 13F filings data that the AI wouldn't generate on its own.
What it needs
Requires python installed locally. Requires fmp account access. About 8k tokens when loaded. Last updated 2026-08-06. 2,581 stars on the source repository.
What this skill does
Institutional Flow Tracker Overview This 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. 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. Prerequisites FMP API Key: Set FMPAPIKEY environment variable or pass --api-key to scripts Python 3.9+: Required for running analysis scripts Dependencies: pip install requests (scripts handle missing dependencies gracefully) When to Use This Skill Use this skill when: Validating investment ideas (checking if smart money agrees with your thesis) Discovering new opportunities (finding stocks institutions are accumulating) Risk assessment (identifying stocks institutions are exiting) Portfolio monitoring (tracking institutional support for your holdings) Following specific investors (tracking Warren Buffett, Cathie Wood, etc.) Sector rotation analysis (identifying where institutions are rotating capital) Do NOT use when: Seeking real-time intraday signals (13F data has 45-day reporting lag) Analyzing micro-cap stocks (<$100M market cap with limited institutional interest) Looking for short-term trading signals (<3 months horizon) Data Sources & Requirements Required: FMP API Key This skill uses Financial Modeling Prep (FMP) API to access 13F filing data: Setup: API Tier Requirements: Free Tier: 250 requests/day (sufficient for analyzing 20-30 stocks quarterly) Paid Tiers: Higher limits for extensive screening 13F Filing Schedule: Filed quarterly within 45 days after quarter end Q1 (Jan-Mar): Filed by mid-May Q2 (Apr-Jun): Filed by mid-August Q3 (Jul …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills tradermonty/institutional-flow-tracker