Follow the smart money — 13F flows and insider clusters

Pull insider trades and 13F positions for a name, then let the flow tools summarise accumulation and distribution with every row tied to its filing.

See what funds and insiders are actually accumulating or dumping, and position ahead of the crowd.

Jump to the code you can copy

The pain

13F and Form 4 data is public, but raw — scattered across millions of filings. Spotting a conviction cluster buy or a manager rotating into a name before it's a crowded trade takes infrastructure most desks don't have.

“13F data is a mess of names and share classes.”
Matching managers, issuers and share classes by hand eats the afternoon.
“Is this one insider sale or a cluster?”
A single Form 4 means little; the pattern across insiders is the signal.
“By the time I see it on a feed, everyone has.”
Delayed, unstructured filings leave you reacting to the crowd.

The solution

1
See the flow
get_smart_money_flow surfaces the net institutional flow signal per name; get_institutional_holdings and get_top_holders show who holds and who's adding.
2
Read the insiders
get_insider_transactions (Form 3/4/5) and get_insider_sentiment reveal cluster buys and the aggregate buy/sell ratio — the highest-conviction signal there is.
3
Watch the activists
get_blockholders flags SC 13D/13G stakes — including the going-active transition that often precedes a catalyst.

Copy this

Real code and a ready prompt. Each block says what it needs before it runs.

APython SDK

Needs an Institutional token

follow-the-smart-money.pypython

from valuein_sdk import ValueinClient with ValueinClient() as client:  # reads VALUEIN_API_KEY    # Insider trades for one company.    trades = client.insider_transactions("AAPL")    print(trades.head(10))

Insider, 13F and adviser tables are on the Institutional tier. Needs a token (VALUEIN_API_KEY).

pip install valuein-sdk

BPrompt for Claude or ChatGPT

Works without a token on the free sample; your token unlocks your plan

prompt.txttext

For this ticker, use get_insider_transactions and get_insider_sentiment to show whether insiders are clustering, then get_institutional_holdings and get_smart_money_flow for the funds. Quote values as returned and cite the filing for each.

Tools it uses: get_insider_transactions, get_insider_sentiment, get_institutional_holdings, get_smart_money_flow

CConnect your AI client

No token? Delete the headers block and it runs on the free sample

mcp configjson

{  "mcpServers": {    "valuein": {      "url": "https://mcp.valuein.biz/mcp",      "headers": {        "Authorization": "Bearer YOUR_VALUEIN_TOKEN"      }    }  }}

What you get

You ride institutional and insider conviction into a name before the flow is obvious — backed by the actual filings.

Insider and fund activity in one structured view per company.
Each row traceable to the Form 4 or 13F it came from.
A pattern you can watch with a Signal instead of a feed.

Catch the red flag before it tanks a positionSee how Monitor the whole book 24/7See how Screen 28,000+ names for your thesis in secondsSee how

Frequently asked

What's in the smart-money dataset?

109M+ rows: insider Form 3/4/5 transactions, 13F institutional holdings, and SC 13D/13G beneficial-ownership stakes — the full insider + institutional picture.

Which tier includes it?

The smart-money dataset is included in Institutional. Without a subscription it is available per call ($5 per entity) over pay-per-call. It is not included in Pro.

Try it on your own ticker.

The free sample needs no token and no card. One token works across your AI agent, your code and the Workspace.

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