13f analyzer

Skill cxcscmu/SkillLearnBench/skills/human_authored/financial-analysis/13f-analyzer

Perform various data analysis on SEC 13-F and obtain some insights of fund activities such as number of holdings, AUM, and change of holdings between two quarters.From its SKILL.md

Install

npx -y skills add cxcscmu/SkillLearnBench --skill 13f-analyzer

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

SKILL.md

1.3 KB, 282 tokens by cl100k_base, as published. Nobody here has run it

Overview

Analyze the holding summary of a particular fund in one quarter:

python3 scripts/one_fund_analysis.py \
    --accession_number ... \
    --quarter 2025-q2 \

This script will print out several basic information of a given fund on 2025-q2, including total number of holdings, AUM, total number of stock holdings, etc.

Analyze the change of holdings of a particular fund in between two quarters:

python scripts/one_fund_analysis.py \
    --quarter 2025-q3 \
    --accession_number <accession number assigned in q3> \
    --baseline_quarter 2025-q2 \
    --baseline_accession_number <accession number assigned in q2>

This script will print out the dynamic changes of holdings from 2025-q2 to 2025-q3. Such as newly purchased stocks ranked by notional value, and newly sold stocks ranked by notional value.

Analyze which funds hold a stock to the most extent

python scripts/holding_analysis.py \
    --cusip <stock cusip> \
    --quarter 2025-q3 \
    --topk 10

This script will print out the top 10 hedge funds who hold a particular stock with highest notional value.

What ships with it: 2 files

5.6 KB alongside SKILL.md, 2 of them executable

scripts/

holding_analysis.pyruns1.4 KB
one_fund_analysis.pyruns4.2 KB