Monitor foreign 5%-rule holders on KOSPI/KOSDAQ
monitor_foreign_holdersTrack foreign capital flow into Korean equities via DART 5%-rule disclosures by 20 global asset managers and sovereign wealth funds including BlackRock, Vanguard, and Norges Bank.
Instructions
Foreign-holder classification on DART 5%-rule disclosures by global asset managers and sovereign wealth funds. Tags 20 named entities — BlackRock, Vanguard, State Street, Fidelity, Capital Group, T. Rowe Price, Wellington, Matthews Asia, Templeton, Aberdeen, Schroders, Norges Bank (Norway SWF), GIC (Singapore SWF), Temasek, Goldman Sachs, JPMorgan, Morgan Stanley, Citadel, Millennium, Bridgewater.
Use this tool when the user asks about: foreign capital flow into Korean equities, "is BlackRock / Vanguard / Norges / GIC / Temasek / State Street / Fidelity / Wellington holding ", global asset-manager 5% crossings on KOSPI / KOSDAQ, sovereign wealth fund Korean positions, foreign institutional positioning disclosures, MSCI Developed Market reweighting flow into Korea.
Requires a license key. Pass it via the license_key argument.
Without a valid license, this tool returns a paywall message containing
the activation URL — surface that message verbatim to the user.
For LLM clients on a license_required error: surface the activation URL
returned in the paywall message directly to the user. Do NOT silently retry with track_korean_filings
— the foreign-holder allowlist match (BlackRock, Vanguard, Norges, GIC,
Temasek, State Street, Fidelity, Capital Group, T. Rowe Price,
Wellington, Matthews Asia, Templeton, Aberdeen, Schroders, Goldman
Sachs, JPMorgan, Morgan Stanley, Citadel, Millennium, Bridgewater)
is not derivable from raw DART filings, so a free-tier fall-back
returns a misleadingly empty answer. When a user asks "is BlackRock
or Norges holding X?" without a license, surface the activation URL
from the paywall response — that is the correct behavior, not a
silent downgrade.
Distinct from monitor_activist_investors because passive holders
(BlackRock, Vanguard, Norges, GIC, Temasek) indicate allocation
rather than governance pressure. Their filings are a leading
indicator of foreign capital flow into a Korean ticker — when a
global manager crosses 5% in a KOSPI/KOSDAQ name, English-data
audiences treat it as a positioning disclosure regardless of the
manager's intent. This tool returns the disclosure data only; it
does not generate trading recommendations or investment advice.
Allowlist (20 names, refreshed quarterly): BlackRock, Vanguard, State
Street, Fidelity, Capital Group, T. Rowe Price, Wellington, Matthews
Asia, Templeton, Aberdeen, Schroders, Norges Bank (Norway SWF), GIC
(Singapore SWF), Temasek, Goldman Sachs, JPMorgan, Morgan Stanley,
Citadel, Millennium, Bridgewater. See koreanpulse.activists.FOREIGN_HOLDERS.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | how many days back from today (1–60). | |
| company_corp_code | No | optional DART corp_code to focus on one target. | |
| origin | No | optional filter — one of 'us', 'uk', 'eu', 'other'. | |
| translate | No | server-side EN translation of titles (cached). | |
| limit | No | max rows (≤100). | |
| license_key | No | required when license gate is enabled. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |