13f analysis guide

Skill cxcscmu/SkillLearnBench/skills/b4-skill-creator-gemini-3.1-flash-lite-preview/financial-analysis/13f-analysis-guide

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Install

npx -y skills add cxcscmu/SkillLearnBench --skill 13f-analysis-guide

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How to analyze 13F filings. Use this skill to process COVERPAGE.tsv, INFOTABLE.tsv, and metadata for hedge fund holdings and AUM.

SKILL.md

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13F Analysis Guide

Use this guide when tasked with analyzing hedge fund activity from SEC 13F filings stored in quarterly folders (e.g., /root/2025-q2).

Data Sources

COVERPAGE.tsv: Contains the accession_number and filer information.
INFOTABLE.tsv: Contains the actual holdings (CUSIP, value, shares).
FORM13F_metadata.json: Provides extra context.

Workflow

1. Identify the Filer

Search for the fund name in COVERPAGE.tsv to get the accession_number.

grep -i "Fund Name" /root/2025-qX/COVERPAGE.tsv

2. Extract AUM

AUM is typically found in the SUMMARYPAGE.tsv or the COVERPAGE itself, depending on the structure. If absent, sum the value of all entries in INFOTABLE.tsv for that accession_number.

3. Analyze Holdings

Use INFOTABLE.tsv to count holdings (unique CUSIPs) or track changes between quarters.

Common Tasks

Count Holdings: Count the number of unique CUSIPs in INFOTABLE.tsv.
Compare Quarters: Compare CUSIP-to-value mappings between two quarters to find increased investments.
Find CUSIP: Search for stock names by CUSIP if a mapping file exists, or search across INFOTABLE.tsv.