AdvancedMember plan9 min read

Institutional Ownership and Flows

Twelve cards on who owns your names, who changed their mind, what they paid and what trades off-exchange now, each with a bullish or bearish read and a link to its source.

This guide is part of any member plan.

What Is in This Guide

  • The holdings derive from Form 13F filings, which are 45 days lagged and long-only; the price, short and off-exchange cards are as of the last close.
  • Ownership Pressure is one score per name from -100 to +100, built from five parts, and it ranks names against each other rather than forecasting them.
  • Where They Bought estimates the quarter's cost from volume-weighted prices, which says whether holders have a profit to defend or a loss to escape.
  • Off-exchange volume from FINRA's daily file is the closest thing to a same-day institutional signal a retail platform can read.
  • The kind of manager matters more than the size: index money holds a name because the index does.
  • Every manager's name opens the 13F behind its figure, and every ticker opens that company's filings.

10 sections

  1. 1The cards
  2. 2Three signals that are not filings
  3. 3Every figure opens its source
  4. 4Why a percentage rather than a share count
  5. 5Reading the ownership mix
  6. 6Read the limits before the numbers
  7. 7What it is genuinely good for
  8. 8Creations and redemptions
  9. 9Where the numbers come from
  10. 10Concentration cuts both ways
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