SEC 13F Whale Tracker

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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.

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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)