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Recurring series

Patterns in the Flow

Themes from the latest 13F filings, framed for the broader market.

Each quarter, after the 13F filings land at the SEC, we surface the themes that emerge from the collective flow data. Where the smartest active managers are accumulating, where they are reducing, and what that pattern says about positioning sentiment. Public companion to the gated 13F Flow Quarterly: the franchise covers the themes; the Quarterly drills into the specifics.

Cadence

Four issues a year, the week after each filing window (Feb 14, May 15, Aug 14, Nov 14).

What to expect each issue
  • The theme of the quarter — the single most-watched pattern in the data.
  • Three named flows that illustrate the theme.
  • Sector posture shift and what it means for the broad market.
  • Closing context on how the signal fits a long-horizon investor.
Companion publication
The 13F Flow Quarterly

Our gated companion publication with the full filing-level analysis.

Issues in this series

0 issues

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Patterns in the Flow launches with its first issue at the next scheduled publication window. Get it in your inbox the moment it lands.

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Educational research from Advising Alpha. Not investment advice. Full disclaimer at advisingalpha.com/disclaimer.