get_institutional_activity

io.github.quantustik/mcp · Verify this server

Get 13F whale summaries + SC 13D/G activist alerts for one ticker. Final slice of the SEC EDGAR AI-digest layer. Two surfaces in one payload: `whale_summary` — QoQ (quarter-over-quarter) change in institutional ownership across a curated ~50-filer 13F universe (activist funds, quant shops, mega index managers, tiger cubs, sovereign wealth, etc.): new positions opened, positions closed, and the largest increases/decreases by dollar value between the two most recent 13F quarters on file. Pure computed deltas — no LLM narration, just real numbers. Institutional filer names come from SEC's own submissions data (ground truth), and every filer row links to its source 13F accession via `accession_url`. When there's genuinely nothing to compute (ticker not held by any tracked filer, or fewer than 2 quarters on file), the `narration` field says so plainly instead of a fabricated result. A filer only ever appears in `closed_positions` when there is an actual filing from that filer covering the latest quarter that omits this ticker's cusip; a filer simply absent from the latest snapshot with no filing on file for that quarter at all lands in `no_recent_filing` instead — never treated as a sale. Absence of a filing is not evidence of a sale. `activist_alerts` — recent Schedule 13D (activist/control intent) and 13G (passive >5% stake) filings. 13D entries carry a one-line AI summary grounded STRICTLY in the filing's own Item 4 ("Purpose of Transaction") text when it can be confidently extracted (`summary_source: "llm"`) — never an invented intent; otherwise a factual fallback sentence (`summary_source: "item_label"`). 13G entries get a structured, non-AI note (`summary_source: "structured"`) since 13G is reserved for passive filers with nothing to narrate beyond the threshold crossing. Every alert links to its source filing via `accession_url`. Read-only surfacing: this is information, NOT a buy/sell recommendation, and it does NOT feed the quantum model's conviction/verdict logic — this is a candidate signal still pending backtest validation. Args: ticker: Stock ticker (e.g. "AAPL"). Case-insensitive. Returns: ticker, whale_summary (cusip, quarters, new_positions, closed_positions, no_recent_filing, increased, decreased, narration), activist_alerts (list of filings with form, reporting_person, summary, summary_source, accession_url), generated_at, disclaimer.