JoymistaWhat Is a 13F Filing and What Does It Show?
A 13F is a quarterly SEC filing made by institutional investment managers with 100 million dollars or more in covered securities, listing their US stock holdings.
Explained
It is filed within 45 days of each quarter’s end, so it shows a delayed picture of what the institution held. It helps you see whether big institutions are adding to a stock or trimming, but it does not show short positions or day-to-day trades.
Example
Example with made-up numbersA fund held 1 million shares of a company last quarter and 1.5 million in this quarter’s filing, raising its stake by 50%.
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Open in JoymistaEducational content, not investment advice.