Mean-Reversion#48tier 1live in production

crowding reversal

cadence: Quarterlydata: mediumlong onlyshort onlylong short

Mechanism

Stocks that mutual funds + 13F filers are forced to buy/sell because of their own client flows (not because of fundamentals) experience reversal over the subsequent 1-3 months. Heavily-owned-by-active-funds names underperform after extreme inflows; lightly-owned names outperform after extreme

Data dependencies

  • daily_prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

  • sec_13f_aggregate

    Worker data table — see services/worker schema.

Expected edge

See referenced paper for original effect size; modern out-of-sample replication may be weaker.

Illustrative pattern only

NOT a backtest

Illustrative pattern only — see /app for live backtests and the actual current equity curve.

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For informational and educational purposes only. Not financial advice. Learn more