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institutional-ownershiplisted

Track changes in institutional holdings and identify smart money moves from 13F filings
Serennity007/invest-skill · ★ 0 · AI & Automation · score 64
Install: claude install-skill Serennity007/invest-skill
# Institutional Ownership Analysis ## ⚠️ Data Verification — Do This Before Any Analysis Before running any analysis, always retrieve the latest market data for the ticker: 1. **Fetch current price** — use web search or ask the user for the live price, 52-week range, and market cap. Never assume a price from training data. 2. **Confirm key figures** — recent earnings, revenue, key ratios (P/E, P/S, etc.) as applicable to this skill. 3. **State your data source** — note where the numbers came from (e.g., "Google Finance, June 19 2026") at the top of the output. 4. **Flag stale data explicitly** — if live data is unavailable, display this warning before proceeding: > ⚠️ **Live data unavailable.** The following analysis uses training-data estimates which may be significantly out of date. Verify all prices and metrics before making any decisions. Never silently substitute training-data estimates for current prices. When in doubt, ask the user to paste the latest quote. --- Comprehensive analysis of institutional investor holdings to identify "smart money" trends, ownership concentration, and investment signals from SEC 13F filings. ## Analysis Framework ### 1. Institutional Ownership Overview Provide current snapshot of institutional holdings: **Aggregate Statistics** - Total institutional ownership: [%] of shares outstanding - Number of institutional holders: [N] - Total shares held by institutions: [Number] shares - Total value held: $[Amount] - Float ownership by in