360 Secure SkillHub
360 安全技能中心

SEC 13F Whale Tracker

核心功能:从SEC EDGAR抓取13F季度申报文件,对比基金季度持仓的新建、增减、清仓变化,输出跨基金趋同操作洞察;支持自定义添加基金。典型场景:用户查询对冲基金持仓、知名经理买卖动向时使用。运行脚本即可生成缓存的持仓JSON文件与Markdown格式分析报告,可设置季度定时执行。

reed1898
reed1898
热度 58.05
最近更新 2026-05-11 17:29:52
分类:数据依赖:代码执行 / 第三方 API应用场景:市场分析 / 报告撰写 / 财务

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add sec-13f-tracker
Metadata
name
sec-13f-tracker
description
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.

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

Fund Manager CIK
Berkshire Hathaway Warren Buffett 0001067983
Bridgewater Associates Ray Dalio 0001350694
Pershing Square Bill Ackman 0001336528
Soros Fund Management George Soros 0001029160
ARK Invest Cathie Wood 0001697748

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)