Updated May 2, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
The Power of the Crowd: How to Use Consensus Holdings to Find Institutional Favorites
When multiple 'Whales' pile into the same stock, it's more than a coincidence—it's a consensus. Learn how to use 13F overlap data to identify the most conviction-heavy picks in the institutional market.
Sarah MitchellSmart Money Signals: How to Track Hedge Fund Portfolios Using 13F Data
Learn how to use 13F filings to peek into the portfolios of the world's most successful hedge funds. A step-by-step guide to tracking 'Whale' moves and identifying high-conviction institutional trades.
Sarah MitchellState Street's $2.98 Trillion Q4 Portfolio: Decoding the 928% Netflix Accumulation
State Street Corp's Q4 2025 filing reveals a massive accumulation of Netflix, mirroring moves by other institutional giants. We analyze the $2.98 trillion portfolio's latest tactical shifts.
Marcus ChenBlackRock's $5.9 Trillion Q4 Strategy: The 900% Netflix Surge and the New Tech Guard
BlackRock's Q4 2025 filing reveals a massive tactical pivot, headlined by a staggering 903% increase in Netflix shares. We analyze the world's largest asset manager's $5.9 trillion footprint.
Marcus ChenJay Schottenstein's $753 Million Sale: Why Table II Data Shows the American Eagle Chairman Isn't Leaving
Jay L. Schottenstein has sold over $753 million in American Eagle stock, but our deep dive into Table II and 13D/G filings reveals a massive beneficial ownership stake that keeps him in control. We analyze the 'hidden' 2.2 million shares.
Alex RiveraMartine Rothblatt's $1 Billion Liquidity Event: Decoding the CEO's Systematic Exercise-and-Sell Pattern
United Therapeutics CEO Martine Rothblatt has executed over $1 billion in stock sales through a disciplined option exercise program. We analyze the 13F institutional backdrop and what this means for UTHR shareholders.
Sarah MitchellCharles Schwab's $2.8 Billion Sell-Off: Why the Founder Still Holds the Keys to the Kingdom
Charles R. Schwab has sold over $2.8 billion in SCHW stock, but our deep dive into Table II filings reveals a multi-class ownership structure that keeps the founder firmly in control. We analyze the 10b5-1 pattern and the institutional overlap.
Alex RiveraExxon and Chevron Defy Production Pressure: Decoding the Institutional Mandates Behind the Oil Giants' Strategy
Exxon Mobil and Chevron are reportedly resisting political pressure to boost oil production. We analyze the 13F data to see how institutional giants like BlackRock and FMR are influencing the industry's focus on capital discipline.
Alex RiveraTesla's $158 Billion Question: How Institutional Giants View Musk's Record Pay Package
Tesla has disclosed a staggering $158 billion value for Elon Musk's 2025 pay package. We dive into the 13F data to see how the 'Big Three' indexers and active whales are positioned ahead of a critical governance showdown.
Sarah MitchellGameStop's Audacious Play for eBay: Decoding the Institutional Angle Behind the Rumored $10B Bid
GameStop is reportedly preparing a bid for eBay, a move that would transform the video game retailer into a broad e-commerce powerhouse. We analyze the 13F and 13D data to see which institutional heavyweights are positioned for this pivot.
Alex RiveraHow to Spot 'Window Dressing' in Institutional Portfolios
Learn how institutional managers use the end of the quarter to 'clean up' their 13F filings, and how you can spot these deceptive signals.
Sarah MitchellTCW Group's Q4 2025 Strategy: A $13.9B Bet on the AI Core
TCW Group Inc. reported a $13.96B 13F portfolio in Q4 2025, with a significant 8.3% concentration in NVIDIA leading its growth-focused book.
Marcus ChenMaverick Capital's $9.3B Tactical Reset: Lee Ainslie's Q4 2025 AI Pivot
Maverick Capital reported a $9.32B portfolio in Q4 2025, revealing a disciplined rotation into AI infrastructure and semi-conductor giants.
Marcus ChenAmeriprise Financial Inc. Q4 2025 13F Analysis: A $442B Portfolio Refresh
Ameriprise Financial Inc. revealed a massive $442.51B portfolio in Q4 2025, showing a significant tactical pivot into mega-cap technology.
Marcus ChenSaba Capital's Q4 2025 Overhaul: Boaz Weinstein's $3.37B Pivot into Closed-End Funds
Saba Capital Management executed a massive portfolio rotation in Q4 2025, initiating new top-tier positions in several closed-end funds including ECAT and NFJ.
Marcus ChenTim Cook's Divergent Signals: Mechanical Apple Sales vs. High-Conviction Nike Buying
Apple CEO Tim Cook recently executed a rare open-market purchase of Nike stock, contrasting sharply with his programmatic selling of Apple shares. 13F Insight analyzes the 'conviction gap' and the multi-class ownership reality.
Alex RiveraScotts Miracle-Gro’s $1B Growth Bet: Decoding James Hagedorn’s Insider Signals After Q2 Beat
Scotts Miracle-Gro has reported a significant Q2 earnings beat, but insider activity remains a key focus for institutional holders. We analyze James Hagedorn’s $312M career sales and his alignment with the 'SMG 2.0' roadmap.
Alex RiveraTutor Perini’s Changing of the Guard: Decoding Ronald Tutor’s 18-Month Exit Strategy
Executive Chairman Ronald Tutor has announced a plan to divest his entire 12.4% stake in Tutor Perini. We analyze the 13D filings and the 'buy the dip' activity from the company's new leadership.
Alex RiveraZoom CEO Eric Yuan Sells $6.9M as Platform Pivots to AI-First Strategy
Zoom Video Communications CEO Eric Yuan recently sold $6.9 million in stock under a 10b5-1 plan. We examine the context of Zoom's AI transformation and Yuan's remaining multi-class stake.
Alex RiveraThe AI Hunger Games: How Institutional Giants Are Reacting to the Big Tech Capex Surge
As Alphabet, Amazon, Meta, and Microsoft signal massive increases in AI spending, institutional investors are recalculating their risk. We analyze the 13F data to see who is doubling down and who is trimming tech exposure.
Alex Rivera