Activist#282tier 1experimental liveNew

g13 to d13 conversion long

cadence: Eventdata: lowlong only
paper
2008
Source
Brav, Jiang, Partnoy & Thomas (2008) "Hedge Fund Activism, Corporate Governance, and Firm Performance", Journal of Finance 63(4).
Read the paper →

What it checks

When a previously-quiet large shareholder switches to declaring activist intent on a stock, the stock tends to outperform for the next 12 months.

Mechanism

A passive 13G filer converting to a 13D filing (declaring activist intent) signals a sharp posture change. Target earns ~5-7% in the first month and ~10% over the next 12 months, larger than vanilla 13D events.

No production champion data for this family yet. Stats appear once the discovery pipeline promotes at least one strategy with this family tag, or once a multi-family blend that includes it earns a champion slot.

Signal rule

13D filing where purpose text references prior 13G filing OR first-time 13D filer on a ticker with >=365d of prior SEC ownership history -> LONG 60/120/365d.

Data dependencies

  • daily_prices

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

  • sec_13d_filings

    Worker data table — see services/worker schema.

Expected edge

Paper alpha
~5-7% first month, ~10% over 12mo
Paper window
T+1 to T+365d

Brav-Jiang-Partnoy-Thomas 2008 finds activist-target premium ~5-7% first month, ~10% over 12mo.

Related families

Explore g13 to d13 conversion long on alphactor.ai

See which tickers this family is currently firing on, with live signals and rankings.

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