Thirteen F Quarterly Accumulation
In plain terms
When both 'how many funds bought the stock' AND 'how much they bought' jump together to top-20% of the stock's history in the same quarter, institutions are accumulating aggressively. Go long for 2-9 months.
How it works
Joint signal — sharp increases in BOTH the number of distinct 13F filers AND the total reported shares, in the same quarter, indicate broad-based institutional accumulation that combines the breadth (CPS 2010) and the size (YZ 2009) signals. The intersection is rare and historically forward-predictive.
Live results
19 times picked on its own · 47 times inside a blend (40 beat the stock) · updated 2026-06-06Data dependencies
- Daily prices
Adjusted-close OHLCV for every US-listed ticker; primary price feed.
- SEC 13f aggregate
A data feed this strategy reads, refreshed on its normal schedule.
Expected edge
- Reported return
- ~4-7%/yr on joint-accumulation tail
- Tested over
- T+45 to T+225d
~4-7% annual on joint-accumulation tail (composite of CPS 2010 and YZ 2009 size literature).
Example tickers where this is likely to fire
Illustrative only, the signal fires based on the live data, not a fixed list.
Related families
When a small set of top-tier hedge fund managers (Buffett, Ackman, etc.) reveal a brand-new position on their quarterly 13F filing, the stock tends to drift up over the next 2-6 months as other investors copy the trade.
Most fund managers add little value across their full book — but their TOP overweight (highest-conviction name) outperforms by 4-9%/yr. Clone those.
Companies that announce (or quietly start) share buybacks beat the market by 3-4% over the next year, strongest in beaten-down value names.
Explore Thirteen F Quarterly Accumulation on alphactor.ai
See which tickers this family is currently firing on, with live signals and rankings.