InstitutionalSentiment

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://artifacts.apis.io/algoum-de/json-schema/algoum-de-institutional-sentiment-schema.json",
  "title": "InstitutionalSentiment",
  "x-generated": "2026-10-30",
  "x-method": "derived",
  "x-generator": "derive-json-schema.py",
  "x-source": "openapi/algoum-de-api-openapi.json#/components/schemas/InstitutionalSentiment",
  "type": "object",
  "required": [
    "ticker",
    "quarter",
    "funds_holding",
    "funds_increased",
    "funds_decreased"
  ],
  "properties": {
    "ticker": {
      "type": "string"
    },
    "quarter": {
      "type": "string"
    },
    "funds_holding": {
      "type": "integer",
      "description": "Number of funds with a position in the reporting quarter."
    },
    "funds_increased": {
      "type": "integer",
      "description": "Funds that increased the position versus the previous quarter."
    },
    "funds_decreased": {
      "type": "integer",
      "description": "Funds that reduced the position versus the previous quarter."
    },
    "funds_new": {
      "type": "integer",
      "description": "Funds that newly opened the position."
    },
    "funds_exited": {
      "type": "integer",
      "description": "Funds that closed the position. As long as quarter_complete is false, the value also contains funds that have simply not reported yet, and is inflated as a result."
    },
    "total_shares": {
      "type": "number",
      "description": "Sum of the reported share holdings (not a cash flow)."
    },
    "total_value": {
      "$ref": "#/$defs/Money"
    },
    "quarter_complete": {
      "type": "boolean",
      "description": "Whether the 13F filing deadline of the quarter has passed (quarter end plus 45 days). If false, the quarter is still incomplete; meta.warnings then contains a note."
    },
    "filing_deadline": {
      "type": "string",
      "format": "date",
      "description": "Last filing day for this quarter."
    }
  },
  "$defs": {
    "Money": {
      "type": "object",
      "description": "Monetary amount with currency.",
      "required": [
        "amount",
        "currency"
      ],
      "properties": {
        "amount": {
          "type": "number"
        },
        "currency": {
          "type": "string",
          "description": "ISO 4217 code, except `GBX` for prices in British pence."
        }
      }
    }
  }
}