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institutional-ownership-research

Writing & research

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Updated 10-15 20:29

About this skill

Institutional ownership research

Access and scope

Set CRAWLORA_API_KEY to your Crawlora key. Prefer the listed Crawlora MCP tools when connected; otherwise use the bundled scripts/crawlora.sh, which sends x-api-key to https://api.crawlora.net/api/v1. Read reference/endpoints.md for exact methods and parameters. Check application code as well as HTTP status; payloads are inside data. Stop on authentication errors, back off on 429, and retry a transient upstream failure once. Bound requests by the requested scope and credit budget. Preserve source IDs, URLs, source dates, and retrieval/crawl times separately.

Describe reported 13F positions for selected managers or an issuer. Establish manager versus issuer direction, the requested reporting period, and whether concentration, overlap, or a holder shortlist is needed. These are delayed reported positions, not complete current portfolios or real-time trades.

Resolve managers and filing scope

  • Discover manager/issuer facet values from stored positions. manager_cik is an exact manager filter; it is not the issuer's ticker or company CIK. issuer_name/cusip queries are best-effort holder discovery: no authoritative CUSIP-to-company-CIK join is supplied, so verify class and identity before joining.
  • Stored search returns each manager's latest indexed filing. Live sec_institutional_holdings also returns the latest 13F-HR, with a maximum limit of 1000. Neither route offers a structured arbitrary-quarter portfolio history. Historical comparison needs actual comparable saved filings, not a fictional period parameter or presumed previous-quarter values.
  • Preserve accession, report date, filing date, source URL, and collection/crawl time. Refresh selected managers and reconcile by accession; different filing dates or quarters cannot be merged silently. Submissions/filing metadata help locate documents and versions but do not return historical parsed holdings.
  • Dataset pages have a 10,000-result window; live count can be less than total_holdings because of the requested limit. Keep completeness visible. An empty dataset may mean no indexed data, not absence of an institution's position.
scripts/crawlora.sh /datasets/sec-institutional-positions/facets facet=manager
# Use a discovered manager CIK, for example:
# scripts/crawlora.sh /datasets/sec-institutional-positions/search manager_cik="$MANAGER_CIK" page=1 page_size=100
# scripts/crawlora.sh /sec/institutional-holdings cik="$MANAGER_CIK" limit=1000

Compare positions without changing their meaning

Use CUSIP plus security class, share_type, and put_call for comparable positions. Keep options, common/preferred classes, and share/principal amounts separate; do not sum all shares into a stock ownership percentage. Preserve investment discretion and duplicate-looking rows until their accounting basis is understood. A matching issuer name alone cannot resolve share classes.

The live parser preserves source table value numbers; it does not supply a universal conversion scale. Dataset documentation describes thousands of USD, but do not apply that multiplier to every filing or source without verifying its reported units. Retain raw units/assumptions, and mark absolute dollar totals unverified if the underlying filing's scale cannot be established. Cross-manager value comparisons require compatible units and reporting periods.

For a uniformly scaled single filing, position weight = value / total_value can use the same filing's full summary total even when returned holdings are truncated; label the numerator's actual position definition. Never replace that denominator with a top-N subtotal and call it whole-portfolio concentration. For incomplete overlap, show returned-position overlap and missing counts; full-set weighted overlap requires compatible units and complete comparable sets.

Return identity/filing coverage, comparable position rows, disclosed formulas, concentration/overlap scope, and unresolved joins. Do not infer trade dates, investor intent, current company ownership percentages, short exposure, or investment performance from these snapshots. No trading or account action is part of this research request.