Automate the tracking and analysis of institutional investment filings to see what top fund managers are buying and selling.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install sec-13f-tracker
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install sec-13f-tracker using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is SEC 13F Whale Tracker?
The SEC 13F Whale Tracker is a specialized tool within the Openclaw Skills ecosystem designed to monitor high-profile institutional investors. By fetching quarterly 13F filings directly from the SEC EDGAR system, this skill allows users to analyze portfolio shifts of legends like Warren Buffett, Ray Dalio, and Cathie Wood. It provides a technical bridge between raw regulatory data and actionable investment intelligence.
Using these Openclaw Skills, developers and analysts can automatically identify new positions, portfolio increases, or complete exits without manual data entry. The system handles the complexities of XML parsing and rate limiting, ensuring a reliable stream of institutional data for informed decision-making.
SEC 13F Whale Tracker Use Cases
- Monitoring quarterly portfolio changes for top-tier hedge funds and institutional managers.
- Identifying convergence where multiple managers are simultaneously buying or selling specific stocks.
- Automating the generation of institutional investment reports for financial newsletters or personal research.
- Tracking the specific entry and exit points of major market movers via regulatory filings.
How SEC 13F Whale Tracker Works
- The skill initializes a connection to the SEC EDGAR API using compliant headers to fetch the latest 13F filings.
- It parses the complex XML information tables from the SEC, mapping CUSIP identifiers to specific holdings and share counts.
- The logic compares current data against cached previous quarter holdings stored in the local data directory.
- It calculates quarter-over-quarter changes, identifying new, increased, decreased, or closed positions.
- Finally, it generates a comprehensive Markdown report including cross-fund convergence insights.
SEC 13F Whale Tracker Setup
# Navigate to skill directory and create virtual environment
cd /tmp && python3 -m venv sec13f-venv
source sec13f-venv/bin/activate
# Install required dependencies for Openclaw Skills integration
pip install requests
# Run the tracker script
python3 scripts/tracker.py
SEC 13F Whale Tracker Data Schema & Taxonomy
The skill organizes data efficiently to minimize API calls and maintain history:
| Component | Location | Description |
|---|---|---|
| Cached Holdings | data/*.json |
JSON files containing per-fund, per-quarter holding data. |
| Latest Report | reports/latest.md |
A summary of the most recent 13F filing period analyzed. |
| Historical Reports | reports/13f-report-YYYY-MM-DD.md |
Dated archive of specific analysis runs. |
| Config | scripts/tracker.py |
Contains the FUNDS dictionary with CIK numbers for tracking. |
SEC 13F Whale Tracker Advanced Features
- Automated cross-fund convergence detection to find high-conviction trades across multiple managers.
- Built-in rate limiting and namespace detection to ensure reliable SEC EDGAR API interactions.
- Cron integration support for fully automated quarterly reporting via Openclaw Skills.
- Extensible fund tracking by simply adding CIK numbers to the configuration script.
SKILL.md
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