Smart Money doesn't buy all at once. They scale in, trim, and adjust. Knowing where they accumulated their position is the difference between following the herd and understanding the driver.
Most platforms show you the current filing value. Our proprietary engine goes further. We reconstruct the trading history of every institutional investor to answer the golden question:
The question that separates amateurs from professionals.
We don't just look at the last filing. Our system ingests 10+ years of historical 13F data, linking sequential filings to detect accumulation patterns invisible to standard screeners.
Our proprietary Weighted Average Cost (WAC) algorithm dynamically adjusts cost basis when funds add shares, while preserving entry price during reductions.
When institutions are in profit, they often defend their cost basis as support. Know where the "wall" might be.
Funds underwater for multiple quarters may be forced sellers. Anticipate forced liquidations before they happen.
Funds adding at higher prices show increasing conviction. Track the "averaging up" behavior of top managers.
Estimates are derived from public quarterly filings and market data. Actual execution prices may vary due to intra-quarter volatility, dark pools, and derivatives execution.