institutional-flow-tracker

institutional-flow-tracker is a skill for Claude Code, Codex from nicepkg/ai-workflow. It costs 64 tokens per session (2,853 once invoked), scanned A, original, MIT.

A tracker of institutional ownership changes reported in quarterly SEC 13F filings. These filings show holdings disclosed by hedge funds, mutual funds, pension funds, and other large investment managers.

In plain words
What is it for?
Finding stocks with institutional accumulation or distribution, checking support for an investment idea, following selected fund managers, and studying sector rotation.
Why use it?
It helps identify which institutions are increasing or reducing positions, although the filings are not real-time. This adds ownership trends to stock research and portfolio monitoring.

Skill for Claude CodeCodex

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/nicepkg/ai-workflow/institutional-flow-tracker
Any agent
npx skills add nicepkg/ai-workflow --skill institutional-flow-tracker
Clone the repo
git clone --depth 1 https://github.com/nicepkg/ai-workflow

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for institutional-flow-tracker

README.md
[![agentmods](https://agentmods.dev/badge/skills/nicepkg/ai-workflow/institutional-flow-tracker.svg)](https://agentmods.dev/skills/nicepkg/ai-workflow/institutional-flow-tracker)
Your own site
<a href="https://agentmods.dev/skills/nicepkg/ai-workflow/institutional-flow-tracker"><img src="https://agentmods.dev/badge/skills/nicepkg/ai-workflow/institutional-flow-tracker.svg" alt="Measured on agentmods" height="20"></a>
Per session 64 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,853 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00064 $0.02853
Opus 5 $0.00032 $0.01426
Sonnet 5 $0.00013 $0.00571
Haiku 4.5 $0.00006 $0.00285

Measured yesterday against content hash a42d5f48ff70, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

institutional-flow-tracker scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured yesterday.

The scan reads SKILL.md. This mod also ships 3 executable files (scripts/analyze_single_stock.py, scripts/track_institution_portfolio.py, scripts/track_institutional_flow.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

workflows/stock-trader-workflow/.claude/skills/institutional-flow-tracker/SKILL.md · 358 lines

How it starts

The opening of the file, as written. The whole thing — 358 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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.

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:

# 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

API Tier Requirements:

  • Free Tier: 250 requests/day (sufficient for analyzing 20-30 stocks quarterly)
  • Paid Tiers: Higher limits for extensive screening

13F Filing Schedule:

  • Filed quarterly within 45 days after quarter end
  • Q1 (Jan-Mar): Filed by mid-May
  • Q2 (Apr-Jun): Filed by mid-August
  • Q3 (Jul-Sep): Filed by mid-November
  • Q4 (Oct-Dec): Filed by mid-February

Read the full file on GitHub · 358 lines

Files

What ships with it

7 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. yesterday First seen · 358 lines · 64 tokens per session scan A a42d5f48ff70

Subscribe to this mod's changes

institutional-flow-tracker is a skill published in the GitHub repository nicepkg/ai-workflow (283 stars, last pushed 7mo ago), licensed MIT. It adds 64 tokens to every session and 2,853 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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