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Weekly Intelligence Briefing24 Mar 2026

Institutional rotation into UK mid-cap industrials — three funds increased exposure by 12–18%

Analysis of Q4 13F filings reveals a coordinated shift among mid-size US hedge funds toward UK-listed industrial names, coinciding with strengthening PMI data and improving sterling sentiment.

  • Millennium Management added £340M in UK industrial exposure across 7 positions
  • Sentiment score on FTSE 250 industrials rose to 0.74 (6-month high)
  • Reduced exposure to European consumer discretionary noted across 4 funds
  • Action: Review client allocations in IND, MAN, ENG sub-sectors
Powered by Claude AI  ·  SEC EDGAR  ·  Sentiment EngineLive

Built on SEC EDGAR  ·  FCA 13F Filings  ·  Real-time Sentiment Analysis  ·  AI-Synthesised by Claude

How It Works

Institutional intelligence,
without the Bloomberg bill.

We scan thousands of 13F filings, news feeds, and earnings calls every week — then Claude turns it all into a clear, actionable briefing written for your clients.

01

Data is ingested automatically

SEC 13F filings, macroeconomic sentiment, earnings transcripts, and news flow are processed continuously — no manual work required from you.

02

Claude synthesises the signals

Our AI identifies what institutional money moved, why it matters, and what the sentiment data says — then writes it in plain, professional English.

03

You get a briefing every Monday

Your weekly report lands in your inbox before markets open. Share it with clients as-is, or use it to prepare for their calls — white-labelled with your firm's name.

What's Included

Everything an IFA
needs to stay ahead.

Not a data terminal. Not another dashboard. Actual intelligence, written and reasoned, ready to act on.

Weekly institutional positioning briefing

Plain-English analysis of what the biggest funds added, reduced, or exited — with context on why it matters for your clients.

Sentiment trend alerts

Real-time alerts when sentiment on a sector or name moves significantly — so you can get ahead of client questions before they're asked.

White-labelled client reports

Every briefing can be downloaded as a PDF with your firm's logo and contact details — send it straight to clients with one click.

13F filing scanner

Query any fund's holdings history, track portfolio changes quarter-over-quarter, and identify conviction moves from institutional managers.

Pricing

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Starter

£79

per month

  • —Weekly institutional briefing
  • —Top 50 fund coverage
  • —Sector sentiment dashboard
  • —Email delivery
  • —2 white-labelled PDFs/month
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Professional

£149

per month

  • —Everything in Starter
  • —Top 300 fund coverage
  • —Real-time sentiment alerts
  • —13F filing scanner
  • —Unlimited white-labelled PDFs
  • —Custom portfolio watchlist

Firm

£349

per month, up to 5 advisors

  • —Everything in Professional
  • —Full 13F universe
  • —API access
  • —Dedicated onboarding
  • —Custom briefing focus areas
  • —Priority support
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