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Blackbook decodes every move from the world's most influential hedge funds and institutions. Real-time position tracking, hand-crafted intelligence, and a private community of serious operators.

blackbook / live-feed.tsx● synced
Citadel Advisors
NVDAOPENED
$890M · +2.4%
Tiger Global
AMZNADDED
$1.8B · +5.1%
Renaissance
TSLAEXITED
$412M · -100%
BerkshireBRK.B+$2.4B|
CitadelNVDA+$890M|
RenaissanceTSLA-$412M|
BridgewaterMETA+$1.1B|
Two SigmaAAPL-$760M|
MillenniumGOOGL+$540M|
Tiger GlobalAMZN+$1.8B|
Point72JPM-$220M|
VanguardMSFT+$3.2B|
CoatueAMD+$670M|
BerkshireBRK.B+$2.4B|
CitadelNVDA+$890M|
RenaissanceTSLA-$412M|
BridgewaterMETA+$1.1B|
Two SigmaAAPL-$760M|
MillenniumGOOGL+$540M|
Tiger GlobalAMZN+$1.8B|
Point72JPM-$220M|
VanguardMSFT+$3.2B|
CoatueAMD+$670M|
/ Intelligence Layer

Every move. Every fund.
Before it moves the tape.

Live feed · 2026
  • /01SEC EDGAR · live ingest

    13F filings, decoded in seconds

    We ingest every institutional filing the moment it hits the SEC and turn raw data into actionable position deltas.

    Live
  • /022,431 funds tracked

    Hedge fund position tracking

    Follow the moves of 2,400+ funds. Filter by strategy, AUM, conviction, or sector to find the signal in the noise.

    CITADEL +2.4%TIGER GLBL -1.1%PERSHING +0.8%BRIDGEWATER +3.2%POINT72 -0.5%RENAISSANCE +1.7%CITADEL +2.4%TIGER GLBL -1.1%PERSHING +0.8%BRIDGEWATER +3.2%POINT72 -0.5%RENAISSANCE +1.7%
    Live
  • /03avg. latency 1.4s

    Real-time anomaly alerts

    Get pinged when a fund makes an out-of-character bet or when multiple whales converge on the same name.

    Live
  • /04535 members · House + Senate

    Politician trade tracking

    Monitor every STOCK Act disclosure from members of Congress. See what they buy, when they buy it, and which committees they sit on.

    HR-1042
    S-209
    HR-77
    S-451
    Live
/ Published Intelligence

Articles you'd pay analysts to write.

DEEP DIVEJun 6 · 12 min

Why Citadel quietly tripled its semiconductor book in 48 hours

An unusual cluster of late-Friday filings reveals a coordinated thesis we haven't seen since Q2 2020.

Read briefing
WEEKLY BRIEFINGJun 4 · 6 min

The five funds quietly building positions in regional banks

While the headlines focus on AI, five top-decile funds are accumulating something else entirely.

Read briefing
FLASH ALERTJun 2 · 3 min

Tiger Global rotates out of growth — what the new book signals

The shape of the new portfolio tells us more than any letter to LPs ever could.

Read briefing
/ The Inner Circle

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people who actually trade.

PMs, allocators, quants, and serious independents. Vetted at the door. No newsletter bros, no recycled CNBC takes — just operators sharing what they're seeing in real time.

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#trading-floor · 247 online
_
@marcus_pmPM, L/S Equity

Anyone else seeing the rotation into utilities? 3 of my watched funds added this week.

@elena_vQuant Analyst

The Renaissance exit on TSLA aligns with the vol surface flip we caught Tuesday.

@j.tanFamily Office

Blackbook's flash on the regional banks saved me a brutal Monday open. Cannot overstate.

@noor_kCredit Strategist

Cross-checking the BRK.B addition against insurance float trends — there's a story here.

@dmitri.sMacro PM

Citadel trimming semis quietly. Watch the AVGO line tomorrow.

@sasha_wEvent Driven

Two activist 13Ds in the same sector this week. Not a coincidence.

@leo.hLong/Short

Tiger Global re-entering private adjacents. Pre-IPO basket back on watch.

@anika_pVol Trader

Skew on NVDA bid hard into close. Someone knows something.

@rafael.mCommodities

Copper backwardation steepening. Industrial PMs taking notice.

@kira_nEquity HF

Pershing concentration in QSR is wild. Conviction city.

@tom_bAllocator

Three of my managers all rotated into healthcare megacaps simultaneously. Tells you something.

@yuki_tQuant PM

Factor rotation in the Blackbook feed matches our own model perfectly. Comforting.

@priya.rFamily Office

Got the SMS alert 11 min before Bloomberg. That's the alpha.

@henrik_oDiscretionary

Loaded GE on the conviction score uptick. Up 4% in two sessions.

@amara_dCredit

HY spreads tightening while equities chop. Watch for divergence resolution.

@vlad_sStat Arb

Pair trade in regional banks vs money centers paying off this morning.

@mei_lGrowth PM

Coatue back in mega-cap AI. Position sizing increased materially.

@jonas_kMacro

Soros Fund EM exposure flipped long. First time in 14 months.

@ines_vEquity HF

Activist setup forming in the consumer staples space. Patient money.

@rohan_pFamily Office

Bridgewater treasury duration shifted hard. Read the macro tea leaves.

@fatima_zL/S Equity

Quant funds covering shorts in cyclicals en masse. Squeeze potential.

@andre_cDistressed

Two new positions in cyclical industrials from Elliott this week. Bottom signaling.

@olya_bVol

VIX term structure inverting on certain names. Earnings risk underpriced.

@kenji_aPM, Tech

Whale Wisdom data confirms what Blackbook flagged 48hrs ago. They're ahead.

@selma_rAllocator

Replacing two newsletters with this. Signal-to-noise is unmatched.

@boris_gQuant

Backtested the flash alerts: 62% hit rate over 90 days. Real edge.

@lucia_fFamily Office

Client asked me how I knew about the Berkshire add early. Now I tell them my source.

@thad_wMacro PM

Greenlight reducing tech, adding precious metals miners. Classic Einhorn.

@ridhi_sCredit Strategist

Apollo new private credit allocations flagged. Following the smart money.

@javier_oDiscretionary

Used the CSV export to overlay against my own book. Lightbulb moment.

@noemi_lL/S

Conviction score on UNH ticked up sharply. Three funds added in 48h.

@sandeep_kQuant Analyst

Sector heatmap shows pristine rotation into defensives. Bookmark it.

@ilse_vFamily Office

Member here for 7 months. Saved me from at least 4 bad trades.

@carlos_mPM

Lone Pine quietly rebuilding consumer disc. Watching closely.

@yana_pVol Trader

Term structure on energy ETFs flattened overnight. Conviction shift.

@milo_dEvent Driven

M&A arb spread in MSFT/ATVI playbook repeating in pharma now.

@esme_hMacro

Two sovereign wealth funds re-rated EM. Worth a deep dive.

@viktor_nStat Arb

Convergence on regional banks vs KRE getting interesting again.

@naila_bCredit

IG primary calendar exploding. Borrowers front-running rate path.

@soren_eAllocator

Three of my managers now read Blackbook before their morning meeting. Truth.

@amir_kDiscretionary

Locked in 22% on the regional bank long flagged last month. Thanks crew.

@lia_mPM, Healthcare

Biotech basket from Baker Bros 13F has me intrigued. Doing the work.

@ren_tGrowth

ARK reduced two top 10 positions quietly. Article was illuminating.

@elif_dFamily Office

Best $11/wk I've ever spent. Better than my $40k research subscriptions.

@mateo_gL/S Equity

Position sizing tools are underrated. Use them every day.

@indira_rVol

Gamma squeeze setting up in three SMID names. Track them on the watchlist.

@petr_hMacro PM

Two hedge funds bought duration aggressively. Curve steepener building.

@anya_fQuant

The community chat tipped me off to the AMD reversal 6 hours early.

@ola_sCredit Strategist

CLO equity tranche flows shifting. Niche but meaningful for credit PMs.

@vihaan_nDiscretionary

Blackbook flagged the Disney activist before the Reuters leak. Real-time alpha.

@freya_oL/S

Three funds now long uranium miners. Thesis crystallizing.

@khaled_aMacro

FX positioning data lines up with what the desk is whispering.

@nadia_vFamily Office

Showed my IC the conviction scoring methodology. They're sold.

@ezra_pPM, Energy

Energy infra basket from Stanley Druckenmiller's filings = textbook.

@marcus_pmPM, L/S Equity

Anyone else seeing the rotation into utilities? 3 of my watched funds added this week.

@elena_vQuant Analyst

The Renaissance exit on TSLA aligns with the vol surface flip we caught Tuesday.

@j.tanFamily Office

Blackbook's flash on the regional banks saved me a brutal Monday open. Cannot overstate.

@noor_kCredit Strategist

Cross-checking the BRK.B addition against insurance float trends — there's a story here.

@dmitri.sMacro PM

Citadel trimming semis quietly. Watch the AVGO line tomorrow.

@sasha_wEvent Driven

Two activist 13Ds in the same sector this week. Not a coincidence.

@leo.hLong/Short

Tiger Global re-entering private adjacents. Pre-IPO basket back on watch.

@anika_pVol Trader

Skew on NVDA bid hard into close. Someone knows something.

@rafael.mCommodities

Copper backwardation steepening. Industrial PMs taking notice.

@kira_nEquity HF

Pershing concentration in QSR is wild. Conviction city.

@tom_bAllocator

Three of my managers all rotated into healthcare megacaps simultaneously. Tells you something.

@yuki_tQuant PM

Factor rotation in the Blackbook feed matches our own model perfectly. Comforting.

@priya.rFamily Office

Got the SMS alert 11 min before Bloomberg. That's the alpha.

@henrik_oDiscretionary

Loaded GE on the conviction score uptick. Up 4% in two sessions.

@amara_dCredit

HY spreads tightening while equities chop. Watch for divergence resolution.

@vlad_sStat Arb

Pair trade in regional banks vs money centers paying off this morning.

@mei_lGrowth PM

Coatue back in mega-cap AI. Position sizing increased materially.

@jonas_kMacro

Soros Fund EM exposure flipped long. First time in 14 months.

@ines_vEquity HF

Activist setup forming in the consumer staples space. Patient money.

@rohan_pFamily Office

Bridgewater treasury duration shifted hard. Read the macro tea leaves.

@fatima_zL/S Equity

Quant funds covering shorts in cyclicals en masse. Squeeze potential.

@andre_cDistressed

Two new positions in cyclical industrials from Elliott this week. Bottom signaling.

@olya_bVol

VIX term structure inverting on certain names. Earnings risk underpriced.

@kenji_aPM, Tech

Whale Wisdom data confirms what Blackbook flagged 48hrs ago. They're ahead.

@selma_rAllocator

Replacing two newsletters with this. Signal-to-noise is unmatched.

@boris_gQuant

Backtested the flash alerts: 62% hit rate over 90 days. Real edge.

@lucia_fFamily Office

Client asked me how I knew about the Berkshire add early. Now I tell them my source.

@thad_wMacro PM

Greenlight reducing tech, adding precious metals miners. Classic Einhorn.

@ridhi_sCredit Strategist

Apollo new private credit allocations flagged. Following the smart money.

@javier_oDiscretionary

Used the CSV export to overlay against my own book. Lightbulb moment.

@noemi_lL/S

Conviction score on UNH ticked up sharply. Three funds added in 48h.

@sandeep_kQuant Analyst

Sector heatmap shows pristine rotation into defensives. Bookmark it.

@ilse_vFamily Office

Member here for 7 months. Saved me from at least 4 bad trades.

@carlos_mPM

Lone Pine quietly rebuilding consumer disc. Watching closely.

@yana_pVol Trader

Term structure on energy ETFs flattened overnight. Conviction shift.

@milo_dEvent Driven

M&A arb spread in MSFT/ATVI playbook repeating in pharma now.

@esme_hMacro

Two sovereign wealth funds re-rated EM. Worth a deep dive.

@viktor_nStat Arb

Convergence on regional banks vs KRE getting interesting again.

@naila_bCredit

IG primary calendar exploding. Borrowers front-running rate path.

@soren_eAllocator

Three of my managers now read Blackbook before their morning meeting. Truth.

@amir_kDiscretionary

Locked in 22% on the regional bank long flagged last month. Thanks crew.

@lia_mPM, Healthcare

Biotech basket from Baker Bros 13F has me intrigued. Doing the work.

@ren_tGrowth

ARK reduced two top 10 positions quietly. Article was illuminating.

@elif_dFamily Office

Best $11/wk I've ever spent. Better than my $40k research subscriptions.

@mateo_gL/S Equity

Position sizing tools are underrated. Use them every day.

@indira_rVol

Gamma squeeze setting up in three SMID names. Track them on the watchlist.

@petr_hMacro PM

Two hedge funds bought duration aggressively. Curve steepener building.

@anya_fQuant

The community chat tipped me off to the AMD reversal 6 hours early.

@ola_sCredit Strategist

CLO equity tranche flows shifting. Niche but meaningful for credit PMs.

@vihaan_nDiscretionary

Blackbook flagged the Disney activist before the Reuters leak. Real-time alpha.

@freya_oL/S

Three funds now long uranium miners. Thesis crystallizing.

@khaled_aMacro

FX positioning data lines up with what the desk is whispering.

@nadia_vFamily Office

Showed my IC the conviction scoring methodology. They're sold.

@ezra_pPM, Energy

Energy infra basket from Stanley Druckenmiller's filings = textbook.

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