Institutional holdings

The Inst. chip filters the feed to what the big money is doing — institutional holdings changes from 13F filings, plus activist and passive stakes from 13D and 13G filings. This is how you follow the funds that move size.

13F changes

Large institutions disclose their holdings each quarter in a 13F. SecBot reads the changes and shows you four kinds of move:

• New positions — a fund starting a stake in a name it didn't hold before.
• Increases — adding to an existing position.
• Decreases — trimming.
• Exits — selling out entirely.

A wave of funds opening new positions in a stock says smart money is building interest. A round of exits says the opposite. Because 13F is filed quarterly and on a delay, treat it as a read on conviction and positioning rather than a same-day trade signal.

Activist and passive stakes

When an investor crosses 5% ownership, they have to file:

• SC 13D signals an activist stake — the holder may push for board seats, a sale, or a change in strategy. These can move a stock the moment they're disclosed.
• SC 13G signals a passive stake — a large position held without intent to influence the company.

The 13D is the one to watch. An activist showing up is often the start of a campaign, and the market tends to react fast.

TIP

Pair the Inst. chip with the Impact slider to surface the new positions and 13D filings that score high, and skip the small quarterly adjustments that rarely matter on their own.

Go deeper

The Institutions page shows this 13F data in full: consensus buys, every tracked fund's portfolio, fund-to-fund overlap, and where institutions and insiders are buying the same names.

The same holdings, consensus, fund-profile, overlap and confluence data is available to your own agent tools through SecBot's MCP server. See Connect your own tools.

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