13F Holder Flows
GetHolderTypeFlowsAnalyze market-wide 13F money flows categorized by filer type. Identify net buying and selling activity across institutional groups and sectors for any closed quarter.
Instructions
Market-wide 13F money flows for a closed quarter by kind of filer: what each bucket bought and sold, net flow, net flow as % of its prior 13F book, and net buyers vs sellers. Buckets: holder type (regulatory records, never names), measured style, turnover, horizon, book size, client base, private funds or location. Optionally split by sector, with ETFs apart. Trades are priced at quarter-average prices; filers with no 13F the quarter before add no flow.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| bucket | No | One bucket token of the dimension (e.g. adv, idx, high) to list that bucket's flow by sector; implies groupBy=sector | |
| groupBy | No | none (default) or sector: split each bucket's flow by sector | none |
| dimension | No | How to split the filers: type (holder type, default), style, turnover, horizon, aum (13F book size), client (client base), pf (private funds), country (filer location) | type |
| reportDate | No | Closed quarter-end report date in YYYY-MM-DD format (defaults to the newest computed quarter; a later date reads the newest computed quarter, an earlier off-quarter date the computed quarter before it) |