# Institutional Flow Tracker

Use this skill to track institutional investor ownership changes and portfolio flows...

- Repository: https://github.com/tradermonty/claude-trading-skills (3536 stars)
- Category: Engineering
- License: MIT
- Last updated: 2026-11-01
- Runs scripts: yes, review before use

## Install

Claude Code: `npx skills add tradermonty/claude-trading-skills --skill institutional-flow-tracker -g -a claude-code -y`
Codex: `npx skills add tradermonty/claude-trading-skills --skill institutional-flow-tracker -g -a codex -y`
Cursor: `npx skills add tradermonty/claude-trading-skills --skill institutional-flow-tracker -g -a cursor -y`
Gemini CLI: `npx skills add tradermonty/claude-trading-skills --skill institutional-flow-tracker -g -a gemini-cli -y`

## Description

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.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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 `FMP_API_KEY` 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:**
```bash
# Set environment variable (preferred)
export FMP_API_KEY=your_key_here

# Or provide when running scripts
python3 scripts/track_institutional_flow.py --api-key YOUR_KEY

The rest: https://github.com/tradermonty/claude-trading-skills/blob/HEAD/skills/institutional-flow-tracker/SKILL.md