Hedge Fund Intelligence

Funds holding multiple given securities (cross-CUSIP overlap)

Changed on

Reverse lookup spanning multiple CUSIPs at once. Pass a comma-separated list of CUSIPs and the endpoint returns every 13F filer holding at least min_overlap of them in the requested quarter. Useful for detecting consensus baskets (e.g. 'which funds hold all 5 of these AI infrastructure names?'). Each matched fund's per-CUSIP position detail (shares + value + issuer) is echoed so callers don't need a follow-up scan. min_overlap defaults to 2 (the meaningful overlap floor); set to len(cusips) for a strict intersection. PUT/CALL option rows are filtered before counting - this is a stock-ownership signal, not derivative exposure. Optional ?quarter=<stem> selects a historical snapshot (default: newest stem in retention manifest).

get/api/v1/sec/13f/funds/overlap

Request

  • Base URL: https://sugra.ai
  • URL: https://sugra.ai/api/v1/sec/13f/funds/overlap
  • Auth: API key in header x-api-key

Query parameters

cusipsstring required

Comma-separated list of 9-character canonical CUSIPs (2-10 entries; duplicates dropped).

min_overlapinteger

Minimum count of requested CUSIPs a fund must hold to appear (1..10). Defaults to 2 (any pair overlap).

quarterstring nullable

Optional retention-manifest stem. When omitted, scan the newest available stem.

Response

Funds matching the overlap threshold + their per-CUSIP holdings.

Example response

{
  "data": {
    "funds": [
      {
        "cik": "0001067983",
        "manager_name": "BERKSHIRE HATHAWAY INC"
      }
    ]
  },
  "meta": {
    "endpoint": "/api/v1/fred/us/cpi",
    "data_time": "2026-04-16T14:30:00Z",
    "response_time": "2026-04-16T14:30:12Z",
    "provider": "Sugra API v1.0.1",
    "data_age_days": 8.532,
    "source": "sugra_crypto",
    "attribution": "Short interest and Reg SHO daily short volume data is owned by and sourced from FINRA (Financial Industry Regulatory Authority).",
    "fallback_chain": [
      "sugra_crypto",
      "sugra_finance"
    ],
    "stale_since": "2026-09-08T12:00:00Z",
    "period": "2026-Q1",
    "notes": "the UKMTO report behind these counts is dated 2026-08-21 and is 11 days old"
  }
}

Changes