Capital Rotation

A fund increasing one sector is often reducing another in the same disclosure. Looking at the increase on its own drops the other half of the decision.

Capital Rotation places additions and reductions in one comparison — across sectors, or across stocks inside a sector — for the mutual-fund panel or for one scheme.

Magnitudes are notional exposure: share-count changes valued at a reference price for the later period. They are not cash that moved.

The same intelligence available on Stake Trace can be queried by agents and applications through the Stake Trace MCP.

Analyze how mutual-fund ownership exposure is rotating across sectors or stocks within a sector during a disclosure transition. Can analyze the mutual-fund industry collectively, one specific mutual fund, or a selected set of funds. Uses adjusted share-count changes for position direction and a common reference-price basis for cross-stock notional exposure comparisons. Returns gaining/reducing sectors or stocks, gross and net activity, concentration, concurrent opposing portfolio moves, and data-quality limitations. Notional exposure changes are not actual cash flows. Holder scope: omit both `fund` and `funds` for all mutual funds; send `fund` for one scheme; send `funds` for a selected set of schemes, read as one combined panel (`fund_mode` aggregate, the default) or one result per scheme (`fund_mode` individual). `holder_scope` in the response states which was used; results for selected schemes never describe the whole mutual-fund industry.