sec-13f-tracker

Track top fund managers' holdings via SEC 13F filings. Fetches quarterly filings from SEC EDGAR, compares quarter-over-quarter changes (new positions, increases, decreases, exits), and generates analysis reports with cross-fund convergence insights. Use when user asks about hedge fund holdings, 13F filings, whale tracking, what Buffett/Dalio/Ackman/Soros/Cathie Wood are buying or selling, or institutional investor portfolio changes.

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Install skill "sec-13f-tracker" with this command: npx skills add reed1898/sec-13f-tracker

SEC 13F Whale Tracker

Track what Buffett, Dalio, Ackman, Soros, and Cathie Wood are buying and selling via SEC EDGAR 13F filings.

Setup (one-time)

SKILL_DIR="$(dirname "$(readlink -f "$0")")"  # or resolve from skill path
cd /tmp && python3 -m venv sec13f-venv
source sec13f-venv/bin/activate
pip install -r "$SKILL_DIR/scripts/requirements.txt"

Or reuse an existing venv if available. The only dependency is requests.

Run Tracker

python3 scripts/tracker.py

Output:

  • data/ — cached holdings JSON per fund per quarter (auto-created)
  • reports/latest.md — most recent report
  • reports/13f-report-YYYY-MM-DD.md — dated report

Default Tracked Funds

FundManagerCIK
Berkshire HathawayWarren Buffett0001067983
Bridgewater AssociatesRay Dalio0001350694
Pershing SquareBill Ackman0001336528
Soros Fund ManagementGeorge Soros0001029160
ARK InvestCathie Wood0001697748

To add funds, edit the FUNDS dict in scripts/tracker.py. Find CIK numbers at SEC EDGAR.

Report Structure

Each fund section includes:

  • Report period and filing date
  • Total holdings value and count
  • 🆕 New positions with value and shares
  • 📈 Increased positions with % change
  • 📉 Decreased positions with % change
  • 🚫 Closed positions

Cross-fund insights section highlights:

  • Stocks where multiple managers converge (buy or sell simultaneously)

Cron Integration

Schedule quarterly runs (13F filings are due ~45 days after quarter end):

# Run mid-February, May, August, November
0 8 15 2,5,8,11 * cd /path/to/project && venv/bin/python scripts/tracker.py

Or use OpenClaw cron to run and send the report to a channel.

Technical Notes

  • SEC EDGAR API is free and public; requires User-Agent header
  • Rate limited to <10 req/sec (script adds 150ms delay between requests)
  • Parses 13F information table XML, handles namespace detection
  • Merges holdings by CUSIP, separates put/call options
  • Caches data in data/ to avoid re-fetching known quarters
  • No proxy needed for SEC EDGAR (script clears proxy env vars)

Source Transparency

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