Institutional Conviction

Institutional Conviction | Stake Trace

MCP

Use Institutional Conviction programmatically

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

Assess whether mutual-fund accumulation or reduction in a stock is broad, persistent and meaningful, or a one-off concentrated move. Reads the trailing disclosure periods and returns an ownership pattern, separate window and latest directions, a trend/reversal state, a strategy context, a discretionary-signal label and a strength label, with the evidence behind them. Returns no score and no recommendation. A stock with too few comparable transitions is reported as insufficient_evidence rather than as an error. For one fund or a selected set, breadth labels describe only the selected schemes, and `notes` explains how their transitions and persistence were read. 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.

institutional_conviction(
  stock,
  periods?
)

stock: Ticker, company name or ISIN. For example TRENT, Trent Ltd, or INE849A01020.
periods?: How many trailing disclosure periods to analyse. Default 6. Minimum 3, maximum 12.

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Institutional Conviction

A real conviction reading

Open every stock and fund page

A large ownership change alone is not sufficient context.

Breadth, persistence, concentration.

How widespread is the move?

Has it continued across periods?

Is the movement broad or dominated by a small number of institutions?

Questions this reading can take.

Use Institutional Conviction programmatically

The same filings, read the other ways.

Ownership Shift

Capital Rotation

Ownership Signals

Four readings. Same filings.