13F Playbook

Unlock a clear view of institutional investor positioning with the 13F Playbook, built from thousands of SEC Form 13F filings submitted by institutional investment managers with investment discretion over $100 million in Section 13(f) securities.

Our 13F Playbook turns thousands of filings into a practical snapshot of where institutional investors are building and exiting positions. It is designed to help you prioritize what is worth researching next, without drowning in raw data.

What you get

• Actionable insights
• Institutional investor optimism index
• Security accumulations and distributions
• Sector exposure changes
• Smart money themes
• Investment ideas based on capital flows
• A methodology appendix so the numbers are auditable
• And more

Built directly from 13F data, the Playbook gives investors, advisors and researchers a faster, more systematic view of institutional positioning.