13F Insight

Updated Jun 20, 2026 · 798 articles

Learn

Educational guides about 13F filings, insider trading, institutional investing, and how to track smart money moves.

June 20, 2026
Jun 20Learn

How 13F CUSIPs Map to Real Stocks

Learn how to turn a 13F filing row into a real stock read: CUSIP, ticker, shares, market value, SH/PRN, and PUT/CALL notation.

Sarah Mitchell
Jun 20Learn

13F vs N-PORT/N-Q: Which Filing to Use

Form 13F, Form N-PORT, and legacy Form N-Q answer different portfolio questions. Learn which SEC filing fits hedge funds, mutual funds, ETFs, and asset-class analysis.

Sarah Mitchell
Jun 20Learn

13D vs 13G Filings: Active vs Passive Owners

Learn how Schedule 13D and Schedule 13G disclose 5% beneficial ownership, why intent matters, and how each filing connects to 13F data.

Sarah Mitchell
June 19, 2026
Jun 19Learn

Sovereign and Pension 13Fs: Active, Not Passive

Sovereign wealth funds and public pensions can look index-like in 13F data, but their U.S.-listed equity books are discretionary slices of larger global portfolios.

Marcus Chen
Jun 19Learn

Restricted vs Unrestricted Shares in 13F Holdings

A practical guide to what 13F filings do and do not reveal about restricted shares, unrestricted shares, SH/PRN amounts, and reported institutional exposure.

Sarah Mitchell
Jun 19Learn

Combined 13F Filings and Multiple Managers

Learn how combined 13F filings, other included managers, and 13F-NT notices fit together when affiliated managers share reporting duties.

Marcus Chen
June 18, 2026
Jun 18Learn

Investment Discretion in 13F: SOLE, DFND, OTR Decoded

The Investment Discretion column on a 13F filing carries three small codes — SOLE, DFND, OTR — that say more about how a filer is structured than about what they believe.

Marcus Chen
Jun 18Learn

Whale Scores: Measuring Investor Quality

A practical guide to 13F Insight's whale_score: what it ranks, what it does not prove, and how retail investors can use it to discover institutional filers worth studying.

Sarah Mitchell
Jun 18Learn

CUSIP vs Ticker in 13F Filings

Learn why 13F filings identify securities by CUSIP first, how those IDs map to familiar tickers, and what investors should check before comparing holdings.

Sarah Mitchell
Jun 18Learn

13F-HR/A Amendments: Restatements vs New Holdings

A practical guide to amended 13F filings, why restatements replace a report, why new-holdings amendments add to it, and how 13F Insight consolidates the view.

Sarah Mitchell
June 12, 2026
Jun 12Learn

Reading Indirect Ownership on a Form 4: By LLC, Trust, Foundation

Form 4 filings split insider holdings into direct and indirect shares held by LLCs, trusts and foundations. Misreading the indirect lines is a common ownership error.

Sarah Mitchell
Jun 12Learn

The G Code on Form 4: When Insiders Give Stock Away

The G code on a Form 4 marks a bona fide gift, not a sale. Learn how to read charitable and family stock transfers without mistaking them for insider selling.

Sarah Mitchell
Jun 12Learn

GRATs on Form 4: Estate Planning That Looks Like Selling

Grantor retained annuity trusts (GRATs) show up on insider Form 4 filings as share transfers that look like disposals but are estate-planning moves, not sales.

Sarah Mitchell
June 2, 2026
Jun 2Learn

Soft Dollars: How Funds Pay for Research

Soft dollars are an old, quietly controversial way institutional managers pay for research with their clients' trading commissions instead of their own cash. Here is how the arrangement works and why it shapes the funds behind every 13F.

Sarah Mitchell
Jun 2Learn

Preferred Stock in 13F Filings: How to Read It

Preferred stock sits between bonds and common shares, and some of it shows up in 13F filings while some does not. Here is how preferred appears in institutional holdings and why it can change what a fund's filing really means.

Sarah Mitchell
Jun 2Learn

Round-Trip Trades: The 13F Blind Spot Explained

A 13F is a 45-day-old snapshot taken once a quarter, so any position a fund opens and closes within those three months is invisible. Here is what institutional filings miss, and how to read around it.

Sarah Mitchell
June 1, 2026
Jun 1Learn

Master-Feeder Funds: The Structure Behind a 13F Filer

Most hedge funds pool money from several feeder funds into one master fund that does all the trading. That master is usually what files the 13F, which is why one filing can represent onshore, offshore, and tax-exempt capital at once.

Sarah Mitchell
Jun 1Learn

Tender Offers and Going Private, Explained

A tender offer is a direct bid to buy shares from investors at a premium, often the first step in taking a company private and erasing it from the 13F data you track.

Sarah Mitchell
Jun 1Learn

Wolf Packs: How Activists Swarm a Stock Together

A wolf pack is a loose swarm of activist investors who build stakes in the same target at the same time, concentrating pressure on a board without formally acting as a group that SEC rules would force to file jointly.

Sarah Mitchell
← PreviousPage 1 of 40Next →