Hedge fund positions,
decoded in real time

Track every institutional position the moment it hits SEC EDGAR — with AI pattern detection, factor exposure radar, and Claude Sonnet 4.6 smart money recommendations that turn raw 13F filings into an actionable signal.

13F SEC Filings
6 AI Patterns
12+ Analytics Tools
Real-Time Position Data
13F Parsing
AI Scoring
Smart Money
Bridgewater Associates LP
CIK: 0001060349 • Q3 2024 • SEC 13F
Claude Gemini OpenAI BULLISH
Portfolio Value
$19.2B
Positions
347
QoQ Change
+8.4%
Score
78/100

6 patterns.
One powerful signal engine.

Our AI engine scans every 13F filing to detect institutional behavior patterns that historically precede major market moves.

Massive Accumulation High

Triggered when a position is increased by over 50% quarter-over-quarter. Signals strong conviction buy.

Threshold: > 50% increase

Massive Distribution Medium

Triggered when a position is reduced by over 50%. Signals institutions offloading positions.

Threshold: > 50% decrease

Sector Rotation Medium

Detected when 10+ new positions are initiated simultaneously. Signals a strategic sector pivot.

Threshold: > 10 new positions

High Concentration Low

Flagged when top 10 holdings represent over 70% of the portfolio. High-conviction investing.

Threshold: Top 10 > 70%

Mass Position Closures Medium

Triggered when over 20 positions are completely closed in one quarter. Risk-off positioning.

Threshold: > 20 exits

Significant New Positions High

Detected when a new position immediately represents over 3% of the portfolio. Very high conviction.

Threshold: > 3% of portfolio
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Claude Gemini OpenAI Claude Sonnet 4.6 — Institutional Score Interpretation

70–100
BULLISH
Strong institutional confidence detected
50–69
NEUTRAL
Mixed signals — monitor closely
0–49
BEARISH
Distribution or portfolio contraction

Professional-grade
institutional analytics.

12 advanced modules to track, analyze, and anticipate institutional behavior.

13F Filing Parser

Real-time SEC EDGAR 13F filing ingestion with CUSIP resolution, share count, and QoQ comparison.

Claude Gemini OpenAI

AI Recommendation

Claude Sonnet 4.6 generated Bullish/Neutral/Bearish recommendations with key strengths and risks.

Factor Exposure Radar

6-factor investment style analysis: Value, Growth, Momentum, Quality, Size, and Low Volatility.

Advanced Risk Metrics

VaR 95%, CVaR, Sortino Ratio, Sharpe Ratio, Beta, Volatility, and Max Drawdown.

Network Graph

Interactive institution-to-stock network graph showing shared positions across hedge funds.

Historical Heatmap

Quarter-by-quarter position heatmap for the top 15 holdings, showing portfolio weight evolution.

Waterfall Chart

Portfolio flow visualization showing starting value, new positions, increases, and closures.

Sector Rotation Detector

Detects QoQ sector weight shifts over 5% and flags major rotations over 10%.

Conviction Score

Identifies high-conviction positions (over 5% of portfolio) and scores concentration level.

Portfolio Performance

Full quarterly return tracking with top gainers, top losers, and turnover rate.

Sector Distribution

Breakdown of portfolio by all 11 GICS sectors with position count and percentage weight.

Smart Alerts

Automatic alerts for portfolio value changes over 10%, mass exits, and significant new positions.

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7 risk metrics.
Institutional grade.

Every metric used by professional risk managers to evaluate fund quality.

VaR 95%

Maximum expected loss with 95% confidence interval.

Percentile(returns, 5%)

CVaR 95%

Average loss in worst 5% of scenarios (tail risk).

E[Loss | Loss > VaR]

Sortino Ratio

Return per unit of downside risk only.

(Rp − Rf) / DownsideDev

Sharpe Ratio

Overall risk-adjusted return measurement.

(Rp − Rf) / StdDev

Beta

Portfolio sensitivity versus market benchmark.

Cov(Rp, Rm) / Var(Rm)

Volatility

Standard deviation of quarterly returns.

√(Var(returns))

Max Drawdown

Maximum peak-to-trough portfolio decline.

(Peak − Trough) / Peak
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See Institutional Tracker
in action.

Real-time SEC 13F analysis with Claude Sonnet 4.6 scoring and pattern detection.

institutional-tracker — AlphaVault AI
Bridgewater Associates LP
CIK: 0001060349 • Latest Filing: Q3 2024 • SEC 13F
Claude Gemini OpenAI Claude Sonnet 4.6: BULLISH
Portfolio Value
$19.2B
Positions
347
QoQ Change
+8.4%
Top 10 Conc.
42.7%
Inst. Score
78/100
Patterns Detected This Quarter
HIGH Massive Accumulation 3 positions increased by over 50%
MEDIUM Significant New Positions 2 new positions over 3% of portfolio
LOW High Concentration Top 10 = 42.7% — within normal range
Top 5 Holdings — Q3 2024
CompanyCUSIPSharesMarket Value% Port.QoQ Change
SPDR S&P 500 ETFSPY
78462F10312,450,000$6.84B35.6%+12.3%
iShares Gold ETFIAU
46428Q1098,200,000$2.14B11.1%+8.7%
Walmart Inc.WMT
9311421033,800,000$874M4.5%-3.2%
Procter & GamblePG
7427181092,100,000$327M1.7%NEW
Johnson & JohnsonJNJ
4781601041,950,000$302M1.6%+67.4%
Claude Gemini OpenAI AI Recommendation
BULLISH

Strong institutional confidence in Bridgewater Associates LP. High portfolio quality with balanced diversification and significant accumulation in key positions this quarter.

Overall Score
78
/ 100
Key Strengths
  • Strong accumulation patterns detected
  • Diversified holdings reduce risk
  • Portfolio value increasing +8.4%
Key Risks
  • Monitor sudden distribution patterns
  • Track concentration changes over time

Track smart money
in 3 simple steps.

From SEC EDGAR to Claude Sonnet 4.6 institutional score in seconds.

01

Select Institution

Search any SEC-registered institution by name or CIK number. The system fetches all available 13F filings automatically.

02

AI Analysis Engine

Every position is parsed and QoQ changes computed. Pattern detection, sector rotation, and risk metrics calculated in real-time.

03

Get AI Insights

Receive Claude Sonnet 4.6 Bullish/Neutral/Bearish recommendation with score, strengths, risks, and network graph analytics.

Ready to track
smart money?

Join analysts and investors using our Claude Sonnet 4.6 powered Institutional Tracker to decode hedge fund behavior before the market catches up.

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