Data for institutional ownership for specific institutional investor.

  • What API are you using?
    • ( Eikon)
  • What language are you using?
    • (Python,)
  • What environment are you in?
    • (Windows )

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Dear community,

What I need help with :

I want the data to be returned for specific types of investors.

Currently, I am specifying parameters as shown in the picture attached.

How I can filter for more than one "investor type"?

As can be seen in the attached I have tried to call two types of investors and only 1 of them is retrieved. Can you kindly help with this.


My code is as follow :

df,e = ek.get_data(instruments=['ANTO.L'], fields=['TR.InvestorFullName','TR.SharesHeld','TR.SharesHeld.calcdate','TR.PctOfSharesOutHeld','TR.InstrStatTypeValue','TR.InvestorType','TR.InvestorTypeId',

'TR.CategoryOwnershipPct','TR.InvParentType','TR.InvInvestmentStyleCode','TR.OwnTrnverRating','TR.InvAddrCountry','TR.InvestorAddrCity'],parameters={'SDate':'-1M','TheInvestorType':'301','TheInvestorType':'107'})


df


Best Answer

  • Jirapongse
    Jirapongse ✭✭✭✭✭
    Answer ✓

    @faiza.zafar

    FYI: Alex left the company.

    Some fields don't support the "TheInvestorType" parameter. I tried the following code and it returned both 107 and 301 investor types.

    df,e = ek.get_data(instruments=['ANTO.L'], fields=[
        'TR.InvestorFullName("TheInvestorType":"107,301")',
        'TR.SharesHeld("TheInvestorType":"107,301")',
        'TR.SharesHeld("TheInvestorType":"107,301").calcdate',
        'TR.PctOfSharesOutHeld("TheInvestorType":"107,301")',
        'TR.InstrStatTypeValue',
        'TR.InvestorType("TheInvestorType":"107,301")',
        'TR.InvestorTypeId("TheInvestorType":"107,301")',
        'TR.CategoryOwnershipPct',
        'TR.InvParentType("TheInvestorType":"107,301")',
        'TR.InvInvestmentStyleCode("TheInvestorType":"107,301")',
        'TR.OwnTrnverRating("TheInvestorType":"107,301")',
        'TR.InvAddrCountry("TheInvestorType":"107,301")',
        'TR.InvestorAddrCity("TheInvestorType":"107,301")'],parameters={'SDate':'-1M'})
    df

    1687320599579.png

    1687320612434.png

    However, you need to contact the Eikon Excel support team directly via MyRefinitv to verify if it is valid to use the "TheInvestoryType" parameter like this.

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