See what institutional investors really own, every quarter.
The SEC 13F Playbook
Turn SEC filings into clear, actionable insights: top buys & sells, sector flows, conviction shifts and more-
in one structured report.
$39 • One-time purchase • Instant PDF download
Launch offer: Get full access for $29 (Use code LAUNCH)
What You Get
A quarterly PDF report that turns SEC 13F filings into investment ideas and a clear view of institutional investor positioning:
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Executive Summary with the quarter’s key moves
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Institutional investor optimism index
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Top inflows and outflows (security level)
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Sector level capital flows
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Smart money themes and capital concentration
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Investment ideas list based on 13F capital flows
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High conviction positions and watchlist
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Methodology and data notes
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Instant PDF download after purchase
About the Author
Tom Pickel, CAIA, FDP, Founder of Pickel Fintech
This Playbook is built on 12+ years of experience in institutional investment analysis and financial advisory. As a Chartered Alternative Investment Analyst (CAIA) and Financial Data Professional (FDP), I combine fundamental financial strategy with advanced data science to uncover signals that standard tools miss.
What’s Inside the Playbook
The Playbook walks through the full structure of 13F filings and explains how to extract the information that matters. It shows the difference between raw data and meaningful signals, and it gives you a practical framework for interpreting quarterly changes with clarity.
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A clear explanation of all 13F components
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How to distinguish real institutional movement from background noise
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How to track quarterly changes and identify shifts in conviction
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How to interpret position sizing and concentration
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How to map fund behavior across time
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A structured, repeatable process you can apply every quarter
What the 13F Playbook Gives You
The SEC 13F Playbook distills thousands of institutional holdings into clear, usable information. It explains how to read the filings, how to separate noise from intention, and how to extract signals from the way major funds move their capital.
The goal is simple: help you understand what the largest investors are doing, why they take certain positions, and how their actions shape market structure over time.
Who This Playbook Is For
This Playbook is for investors who want to understand institutional behavior without relying on guesswork. It fits portfolio managers, analysts, and individual investors who want to see how major funds allocate their capital, track changes across quarters, and form their own independent view of market structure.
If you want a clear framework for interpreting 13F filings and using that information in your decision-making, this report serves you well.
Why This Playbook Is Different
Most explanations of 13F filings stay at the surface. This Playbook goes deeper by showing how to read the data in context, how to separate intention from noise, and how to recognize the logic behind institutional moves.
It reflects our work in building code-based tools for processing filings, resolving amendments, and analyzing fund behavior across time. The result is a structured, practical guide built from real experience working directly with the data.
Table of Contents
The Playbook gives you a structured view of institutional positioning each quarter. Here’s what you’ll find inside:
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Executive Summary
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Actionable Insights
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How to Use This Report
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Institutional Investor Optimism Index
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Top Institutional Investors Buys
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Top Institutional Investors Sells
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Sector Investment Flows
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Smart Money Themes
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Investment Ideas Based on Capital Flows
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High Conviction Stocks
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Manager Investment Style Clusters
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What to Watch
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Methodology Appendix
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Disclaimer
Get the SEC 13F Playbook
The Playbook is delivered as a structured PDF report that you can revisit every quarter. It gives you a clear process for reading new 13F filings, interpreting institutional moves, and connecting capital flows to investment ideas. You get a concrete framework you can reuse, not a one-time commentary.
$39 • One-time purchase • Instant PDF download
Launch offer: Get full access for $29 (Use code LAUNCH)
Frequently Asked Questions
Q: What exactly do I receive when I purchase the Playbook?
A: A structured PDF report covering institutional capital flows, top buys and sells, sector shifts, high-conviction holdings, and the full methodology behind the analysis.
Q: Is this a recurring subscription or a one-time purchase?
A: It is a one-time purchase. The report is yours permanently.
Q: How often is this Playbook updated?
A: The report is updated after each new quarterly 13F filing cycle.
Q: Where does the data come from?
All insights are derived from public SEC Form 13F filings.
We clean, structure, and analyze the data using a proprietary framework to show capital flows and conviction changes.
Q: Do I need advanced financial knowledge to understand it?
A: No. The explanations are clear and step-by-step, and the structure helps you follow the logic easily.
Q: How fast do I get access after buying?
A: Immediately. The PDF download link becomes available right after checkout.
Q: Can I use the methodology in my own analysis?
A: Yes. The Playbook is built as a framework you can reuse every quarter.
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