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AdvancedTools4 min read

Institutional Ownership and Flows

13F holdings aggregated by ticker and by manager, with quarter-over-quarter changes, plus fund and ETF ownership. Powerful, and only if the filing's limits are understood.

This guide is part of Analysis Tools Only.

What is in this guide

  • Everything here derives from Form 13F filings, which are 45 days lagged and long-only.
  • Top holders shows who owns it; changes shows what moved last quarter.
  • Hedge fund, ETF and mutual fund ownership are broken out separately.
  • Aggregate change across filers is far more robust than any single manager's.
  • Ownership concentration is a structural fact with correlation consequences.

6 sections

  1. 1The cards
  2. 2Read the limits before the numbers
  3. 3What it is genuinely good for
  4. 4Creations and redemptions
  5. 5Where the numbers come from
  6. 6Concentration cuts both ways
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This section is part of Analysis Tools Only

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Educational content only. MadStockAlerts provides market commentary, research, and educational content. It is not personalized investment advice, and nothing here is a recommendation to buy or sell any security. Trading and investing involve substantial risk, including loss of capital. See the Risk Disclosure and Customer Agreement.
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