Quarterly research franchise
The 13F Flow Quarterly
Every 45 days after a calendar quarter ends, every institutional investor managing more than $100 million in US equities files a 13F with the SEC. That filing discloses every long position they hold. Hedge funds, pension funds, endowments, family offices. Public, free, by law. The 13F Flow Quarterly is our measured read of what that data said and how it is shaping our next rebalance. Four issues a year, on a regulatory cadence.
Publishing schedule
- Q1 (Jan-Mar) — published the week after May 15.
- Q2 (Apr-Jun) — published the week after August 14.
- Q3 (Jul-Sep) — published the week after November 14.
- Q4 (Oct-Dec) — published the week after February 14.