{"skill":{"slug":"sec-13f-tracker","displayName":"SEC 13F Whale Tracker","summary":"Track top fund managers' holdings via SEC 13F filings. Fetches quarterly filings from SEC EDGAR, compares quarter-over-quarter changes (new positions, increa...","description":"---\nname: sec-13f-tracker\ndescription: 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.\n---\n\n# SEC 13F Whale Tracker\n\nTrack what Buffett, Dalio, Ackman, Soros, and Cathie Wood are buying and selling via SEC EDGAR 13F filings.\n\n## Setup (one-time)\n\n```bash\nSKILL_DIR=\"$(dirname \"$(readlink -f \"$0\")\")\"  # or resolve from skill path\ncd /tmp && python3 -m venv sec13f-venv\nsource sec13f-venv/bin/activate\npip install -r \"$SKILL_DIR/scripts/requirements.txt\"\n```\n\nOr reuse an existing venv if available. The only dependency is `requests`.\n\n## Run Tracker\n\n```bash\npython3 scripts/tracker.py\n```\n\nOutput:\n- `data/` — cached holdings JSON per fund per quarter (auto-created)\n- `reports/latest.md` — most recent report\n- `reports/13f-report-YYYY-MM-DD.md` — dated report\n\n## Default Tracked Funds\n\n| Fund | Manager | CIK |\n|------|---------|-----|\n| Berkshire Hathaway | Warren Buffett | 0001067983 |\n| Bridgewater Associates | Ray Dalio | 0001350694 |\n| Pershing Square | Bill Ackman | 0001336528 |\n| Soros Fund Management | George Soros | 0001029160 |\n| ARK Invest | Cathie Wood | 0001697748 |\n\nTo add funds, edit the `FUNDS` dict in `scripts/tracker.py`. Find CIK numbers at [SEC EDGAR](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany).\n\n## Report Structure\n\nEach fund section includes:\n- Report period and filing date\n- Total holdings value and count\n- 🆕 New positions with value and shares\n- 📈 Increased positions with % change\n- 📉 Decreased positions with % change\n- 🚫 Closed positions\n\nCross-fund insights section highlights:\n- Stocks where multiple managers converge (buy or sell simultaneously)\n\n## Cron Integration\n\nSchedule quarterly runs (13F filings are due ~45 days after quarter end):\n\n```\n# Run mid-February, May, August, November\n0 8 15 2,5,8,11 * cd /path/to/project && venv/bin/python scripts/tracker.py\n```\n\nOr use OpenClaw cron to run and send the report to a channel.\n\n## Technical Notes\n\n- SEC EDGAR API is free and public; requires `User-Agent` header\n- Rate limited to <10 req/sec (script adds 150ms delay between requests)\n- Parses 13F information table XML, handles namespace detection\n- Merges holdings by CUSIP, separates put/call options\n- Caches data in `data/` to avoid re-fetching known quarters\n- No proxy needed for SEC EDGAR (script clears proxy env vars)\n","tags":{"latest":"1.0.0"},"stats":{"comments":0,"downloads":744,"installsAllTime":0,"installsCurrent":0,"stars":0,"versions":1},"createdAt":1773072078904,"updatedAt":1778491792475},"latestVersion":{"version":"1.0.0","createdAt":1773072078904,"changelog":"Initial release: track Buffett, Dalio, Ackman, Soros, Cathie Wood holdings via SEC EDGAR 13F filings with quarter-over-quarter comparison and cross-fund convergence analysis","license":"MIT-0"},"metadata":null,"owner":{"handle":"reed1898","userId":"s17053w3a6c09bkqzkan106kp1843wcx","displayName":"Reed","image":"https://avatars.githubusercontent.com/u/129141816?v=4"},"moderation":null}