Blog — Investing Guides & Institutional Data Insights
Long-form guides and data-driven deep dives on 13F filings, insider trading, and institutional investing, written by the AlphaSMO team.
- education
13D vs. 13G: The 5% Ownership Filings That Reveal Activist Intent (Which 13F Never Does)
The 5% beneficial-ownership threshold, 13D vs 13G, the 2024 accelerated deadlines, and why these filings reveal institutional intent that 13F structurally can't.
Aug 4, 202613d13gbeneficial-ownershipinstitutional-holdingsRead → - comparison
Fintel vs Dataroma: Multi-Signal Subscription or Free Curated List?
An independent comparison of Fintel's paid multi-signal data platform and Dataroma's free curated superinvestor list — coverage, pricing, and who each is for.
Aug 4, 202613finstitutional-holdingscomparisonfintelRead → - comparison
WhaleWisdom vs Dataroma: Is It Worth Paying for 13F Data?
An independent comparison of WhaleWisdom's paid 13F archive and Dataroma's free curated superinvestor list — when the free tool is enough, and when it isn't.
Aug 4, 202613finstitutional-holdingscomparisonwhalewisdomRead → - comparison
WhaleWisdom vs Fintel: Deep 13F Archive or Broad Multi-Signal Platform?
An independent comparison of WhaleWisdom and Fintel — historical depth vs data breadth, pricing tiers, backtesting, and which one fits which research workflow.
Aug 4, 202613finstitutional-holdingscomparisonwhalewisdomRead → - comparison
AlphaSMO vs Dataroma: Curated Superinvestor List or the Full Dataset?
A direct comparison of AlphaSMO and Dataroma for tracking 13F superinvestor portfolios — coverage, data freshness, insider trading, and API access.
Aug 4, 202613finstitutional-holdingscomparisondataromaRead → - comparison
AlphaSMO vs Fintel: Broad Multi-Signal Platform or Free Focused Tool?
A direct comparison of AlphaSMO and Fintel for tracking institutional holdings, short interest, options flow, and insider activity — pricing and coverage.
Aug 4, 202613finstitutional-holdingscomparisonfintelRead → - comparison
AlphaSMO vs WhaleWisdom: Free 13F Tracker or a $300/Year Archive?
A direct, feature-by-feature comparison of AlphaSMO and WhaleWisdom for tracking 13F institutional holdings — history depth, pricing, backtesting, and API access.
Aug 4, 202613finstitutional-holdingscomparisonwhalewisdomRead → - education
AlphaSMO vs WhaleWisdom vs Fintel: Which 13F Tracker Should You Use?
An honest comparison of AlphaSMO, WhaleWisdom, and Fintel for tracking 13F filings, insider trading, and smart money — pricing, coverage, and API access.
Aug 4, 202613finstitutional-holdingscomparisontoolsRead → - education
How to Read Institutional Holdings Changes (Without Getting Fooled by the Numbers)
Berkshire holds AAPL at 21.99% of its book; Renaissance holds it at 1.22%. A practical guide to reading 13F position sizing, net flow, turnover, and convergence -- not just share counts.
Jul 31, 202613finstitutional-holdingsportfolio-analysisRead → - education
Who Actually Has to File a 13F? The $100M Threshold Explained
The $100M Section 13(f) threshold, filing deadlines, what counts as a 13(f) security, and real penalties for missing a 13F -- explained for institutional managers and curious investors alike.
Jul 31, 202613finstitutional-holdingssec-filingscomplianceRead → - smart-money
ELV Stock Spotlight: The CEO Keeps Buying as Institutions Head for the Exits
Elevance Health's institutional base has been shrinking for two years straight. Its CEO has bought stock repeatedly anyway -- most recently just days before this data was pulled.
Jul 31, 2026elvsmart-money13finsider-tradingRead → - smart-money
KKR Stock Spotlight: A Confidence Score That's Already Half a Year Stale
KKR & Co carries an 80/100 Smart Money Convergence score. Zoom into the actual dates and the underlying institutional flow, and a very different, more time-sensitive picture appears.
Jul 31, 2026kkrsmart-money13finsider-tradingRead → - smart-money
SPG Stock Spotlight: What's Really Behind Simon Property Group's Smart Money Signal
Simon Property Group (SPG) shows a 79/100 Smart Money Convergence score. Here's what the actual Form 4 filings and 13F holder base behind that number really look like.
Jul 31, 2026spgsmart-money13finsider-tradingRead → - insider-trading
What Is a Form 144 Filing? The SEC Notice Filed Before an Insider Sells
A plain-English guide to SEC Form 144: the notice an insider files before selling restricted or control securities -- and why it's one of the weaker insider signals on its own.
Jul 31, 2026form-144insider-tradingbeginner-guideRead → - smart-money
What Is Smart Money Convergence? When Institutions and Insiders Buy the Same Stock
Institutional 13F buying and company-insider Form 4 buying rarely point at the same stock at once. When they do, it's called convergence -- here's what it means and how to read it.
Jul 31, 2026smart-money13finsider-tradingbeginner-guideRead → - insider-trading
What Is a Form 4 Filing? How Insider Buying and Selling Gets Reported
A plain-English guide to SEC Form 4: the near-real-time filing that discloses when company officers, directors, and major shareholders trade their own stock.
Jul 31, 2026form-4insider-tradingbeginner-guideRead → - education
What Is a 13F Filing? A Beginner's Guide to Tracking Institutional Investors
A plain-English guide to SEC Form 13F: who has to file it, what it actually discloses (and doesn't), and how to use it to see what big funds are buying.
Jul 30, 202613fbeginner-guidesec-filingsRead →
