Persistence
Accumulation or reduction that repeats across usable disclosure transitions, rather than appearing once.
What pattern is present?
Ownership Signals
A holdings change can be a one-off. Ownership Signals names the pattern, and can search for the stocks that show it.
Signal strength describes how pronounced the observed ownership pattern is. It is not a view on the stock, and no recommendation is made.
What it reads
Six families, from the same filings.
The same families apply whether you name a stock or ask Stake Trace to search Nifty 500.
Signal familiesOne stock, or Nifty 500
- Persistence
- Repeated direction
- Breadth
- Many schemes, one way
- Participation
- New positions and exits
- Acceleration
- The move speeding up
- Reversal
- A confirmed turn
- Unusual
- Large for this stock
Why we built it
Ownership Shift says what changed. Ownership Signals says which pattern that change belongs to.
Persistence, breadth, new positions, exits, acceleration and reversals are measured from the same normalised holdings as the other readings. A move that is large for this stock, compared with its own earlier transitions, is named separately from a move that is merely large.
Ask about one company and the response is detailed. Name several companies and they are compared. Ask Stake Trace to look across Nifty 500 and the response is a ranked list of stocks with a detected pattern. A price-return filter can sit beside that pattern, such as stocks whose price fell while mutual funds kept accumulating. The price return is context beside the ownership reading.
A stock with too few comparable transitions is reported as too thin to read. Strength runs from 0 to 100 and describes how pronounced the pattern is.
What it tells you
The patterns it can name.
Breadth
Many schemes moving the same way, kept separate from a change concentrated in a few portfolios.
New interest and exits
Schemes that newly appear in the stock, and schemes that leave the position entirely.
Acceleration
Accumulation or reduction that is speeding up across the window.
Confirmed reversals
A turn from one direction to the other that a later transition has confirmed. A turn that is not yet confirmed stays pending.
Unusual for this stock
A move that is large relative to the stock's own earlier transitions.
What it tells you
Three ways to ask.
Send exactly one of a single stock, a list of stocks, or a universe.
One stock
A detailed reading: the primary pattern, any secondary patterns, and the measurements behind them.
Named stocks
The same classification for each company you list, returned so they can be compared.
A universe
Nifty 500, optionally inside named sectors, ranked to the pattern you ask for. A stock is classified the same way whether you name it or it is discovered.
Example questions
Questions this reading can take.
- “Which Nifty 500 stocks fell while mutual funds kept accumulating?”
- “Is HDFC Bank showing broad accumulation, or a move from a few schemes?”
- “Compare ownership signals for Infosys and TCS over the last six disclosures.”
- “Which healthcare stocks have new institutional interest?”
- “Has Trent confirmed a reversal from reduction to accumulation?”
Example questions, not reported results.
MCP
Use Ownership Signals programmatically
The same intelligence available on Stake Trace can be queried by agents and applications through the Stake Trace MCP.
Analyze mutual-fund ownership signals for one or more specified stocks, or search a supported stock universe to discover stocks exhibiting meaningful mutual-fund ownership patterns. Signals: persistent accumulation/reduction, broad accumulation/reduction, new institutional interest/complete exits, accelerating flows, confirmed directional reversals, and moves unusual for the stock's own history. Optional market-return filters find patterns such as stocks whose price declined while mutual-fund ownership accumulated. Use `stock` for one named company (detailed response), `stocks` to compare named companies, or `universe` when the user wants Stake Trace to find matching stocks (compact ranked results). A stock is classified identically whether named or discovered. Signal strength (0-100) describes how pronounced the observed ownership pattern is; it is not a view on the stock, and no recommendation is made. Price return is context, never an explanation of why holders moved.
ownership_signals(
stock?,
stocks?,
universe?,
sectors?,
fund?,
funds?,
fund_mode?,
periods?,
signal?,
market?,
sort_by?,
limit?
)- stock?
- One stock to analyse in detail: ticker, company name or ISIN. For example JIOFIN. Send exactly one of stock, stocks or universe.
- stocks?
- Specific stocks to analyse and compare, up to 25. Send exactly one of stock, stocks or universe.
- universe?
- NIFTY500, when Stake Trace should discover matching stocks. Send exactly one of stock, stocks or universe.
- sectors?
- Restrict a universe search to these sectors or industries, named as in capital_rotation. For example Healthcare, Pharmaceuticals, Banks.
- fund?
- Optional scheme name. Omit to use all mutual funds in aggregate.
- funds?
- Up to 10 scheme names. With fund_mode aggregate they are one panel; with individual each fund is analysed separately.
- fund_mode?
- aggregate (default) or individual. individual is not supported with universe.
- periods?
- How many trailing monthly disclosures to analyse. Price return uses the same two month-ends. Default 6. Minimum 3, maximum 12.
- signal?
- Optional patterns to require: persistent_accumulation, persistent_reduction, broad_accumulation, broad_reduction, new_institutional_interest, institutional_exits, accumulation_acceleration, distribution_acceleration, reversal_to_accumulation, reversal_to_reduction, unusual_accumulation, unusual_reduction. Any listed pattern matches. Omit to surface the strongest available signals.
- market?
- Optional price-return filter, as decimals. return_min 0.30 is a gain of at least 30%. return_max -0.20 is a fall of at least 20%.
- sort_by?
- Ranking for stocks or universe. signal_strength (default), ownership_change, breadth and persistence rank highest first. price_return ranks the weakest price first; price_return_desc the strongest.
- limit?
- Maximum results for stocks or universe. Default 10, maximum 25.
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