Passiv.AI is an analytics tool that systematically tracks ownership trends levering 13-F filings. Some of the differentiating features of Passiv.AI are it's bucketing of institutions by who they represent in the market, aggregating ownership information at the industry and sector level, and utilizing machine learning to implement a scoring algorithm for each stock every quarter.
13-F data supplied from Whale Wisdom
EOD price data supplied from Quandl
10K/10Q data scraped directly from Edgar
Regional Coverage
US (some ADRs)
History
5 years (2/14). Will have back to late 1990's in the coming month or two.
Cadence
Daily
Themes Covered
Institutional ownership
Known Biases
Missing ~100 stocks due to erroneous readout. These have been temporarily removed from the output until we identify ongoing fixes.
Granularity of Data
Stock level, industry level, sector level, institutional investor level
Sectors / Companies
INFORMATION TECHNOLOGY
INDUSTRIALS
MATERIALS
HEALTH CARE
UTILITIES AND TELECOMMUNICATIONS
REAL ESTATE
ENERGY
FINANCIALS
COMMUNICATIONS
TRANSPORT
CONSUMER DISCRETIONARY
CONSUMER STAPLES