I have a group of public equity investors I'm interesting and tracking to help with investment idea generation.
Essentially, I'm looking to pull the name of the company of interest out of all the 13F's files in the last 3 months for 5-10 firms in a regular monthly report. Does anyone know a good way to do this?
I've reached out to CapIQ and they say they can't do it in the way I want. They can only give the you links to all the 13F's in one place which is annoying.
Any help would be much appreciated!
whalewisdom.com might get you close
agreed....whalewisdom is a good start
I believe they provide these documents in html format on the sec website. It wouldn't be too hard to write Python code to check the fund SEC edgar url for a new 13f filing daily, and then when you find one download the document and parse the html using something like beautifulsoup. From there you could generate an excel report of the updating holdings. All of this presupposes you know how to code, though.
Also, keep in mind that 13f filings only show long positions, not short positions. The whole point of most hedge funds is to hedge their longs with appropriate shorts, so 13F filings really only tell half the story. It may still be useful for your purposes though.
dataroma is a very useful site
gurufocus also worth a butchers
In what way do you want it?
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(Financial Data Engineer)
I agree with a previous post. Dataroma has a good selection of investors they follow. You can select an investor and look at their current portfolio composition and you can look at their holding in a particular name over time. You can also search for tickers and see if anyone owns it. They have some supplemental data as well like top buys over last 6 months and quarter. It's easy to use.
this is precisely what ipreo is for
Just as an FYI, 13F's are only filed quarterly. The next filing is due on November 16th, I believe (would check the SEC calendar). So, if you want to compile the firms, you can just pull the SEC filings for the past 2 or 3 quarters. Also, Bloomberg/Factset are fairly up to date as to ownership percentages, so that may be a good resource as well.
Novus has a web-based product, The Novus Ownership Platform, which is the most powerful tool for analyzing 13f filings.
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