Is there a Datatype for insitutional ownership % in Datastream?

Joni
Joni Newcomer
in Datastream

Hi, I could not find any relevant Datatype from datastream that would tell the institutional ownership percentage for stocks, if i understood correctly, from datastream its possible to find individual companies institutional ownership structure, but currently I am working with +400 stocks and going one by one is practically not possible. Closest I came to is with WC08021 (Closely-Held Shares (%)) but for example this considers only +5% ownership only.

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Answers

  • Joni
    Joni Newcomer

    What i learned that TR.CategoryOwnershipPct shows each investor categorys holding percentage, is it possible to get only "Holdings by Institutions"?

    Following code gives multiple categories, but I am interested only in institutions is it possible that the output is only that (1 row)?

    =@RDP.Data("companyid","TR.CategoryOwnershipPct;TR.CategoryOwnershipPct;TR.InstrStatTypeValue","StatType=7 SDate=1D CH=Fd RH=IN",D3)

  • Jirapongse
    Jirapongse ✭✭✭✭✭

    @Joni

    Thank you for reaching out to us.

    Is it the TR.PctOfSharesOutHeld, as mentioned on this dicussion?

    You can use the Data Item Browser tool to search for fields and parameters.

    Otherwise, please contact the helpdesk team and ask for the fields and parameters tha can provide the required data.

  • Joni
    Joni Newcomer

    @Jirapongse

    Hi, thank you for reply, if I understood correctly, TR.PctOfSharesOutHeld gives us the top holders as % of total shares held. What I am looking for is only institutions. TR.CategoryOwnershipPct with statType = 7 gives us % of traded shares of all investor category's, for example for apple it looks something like this with code (=@RDP.Data("AAPL.O","TR.CategoryOwnershipPct;TR.InstrStatTypeValue","StatType=7 SDate=1D CH=Fd RH=IN",K3)

    image.png

    Now I would only need the first row, the "Holdings by Institutions, as my data is quite big with datapoint retrieve limitations and using Excel, is there any way in the data retrieving process to filter only for the "Holdings by Institutions"?

  • Jirapongse
    Jirapongse ✭✭✭✭✭

    @Joni

    I checked the data item browser. TR.CategoryOwnershipPct supports the following parameters.

    image.png

    It can't return only the first row. If you are using Workspace Excel to retrieve data, please contac the helpdesk team via MyAccount to verify if there are other fields or methods to retrieve the required data.

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