OWNERSHIP DATA BY TYPE AND COUNTRY: EIKON API FOR PYTHON

fgf505 · 2025-02-03T02:10:59+00:00

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Dear Developer Community,

I am trying to access ownership data. For each firm-year, I seek PctOfSharesOutHeld by investor type in a particular country.

I need guidance with the required modificaitons in the following code, I think this requires sum of PctOfSharesOutHeld by InvestorType and by InvAddrCountry. Please guide me regarding the implementation.

data, err = ek.get_data(
instruments=['4449.T', 'ADV.OQ', 'WEBO.MI'],
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={'Frq':'Y','SDate': '2013-12-31','EDate':'2014-12-31'}
)

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Accepted answers

fgf505

Dear Jirapongse,

Thank you for your reply.

I think I am close, but I need some more assistance. I aim to extract ownership data for firms over time in the following format (screenshot attached).

The recent code you shared specifies a particular investor in the parameter. However, I do not want to limit it to any investor. As in the following snapshot, 'Sum(TR.PctOfSharesOutheld)' should return the sum of the percentage of shares outheld by an investor type within the country or by country and investor type.

Thanks Again,

Regards,

Amjad

All comments

Jirapongse

@fgf505

Thank you for reaching out to us.

Is this question about the Python dataframe manupulations? If yes, the code should look like this:

data, err = ek.get_data(
    instruments=['4449.T', 'ADV.OQ', 'WEBO.MI'],
    fields=[    
    'TR.PctOfSharesOutHeld', 
    'TR.InvestorType',
    'TR.InvestorTypeId',
    'TR.InvAddrCountry'
    ]
    )
df = data.groupby(['Instrument', 'Investor Type Description ID','Investor Address Country'], sort=True).sum().reset_index()
df

For more information, please refer to the dataframe document.

fgf505

Dear Jirapongse,

Thank you for your swift response.

The question does not pertain to Python data manipulation. Rather, I want to set the parameters within the data extraction code. For example, the following Excel formula brings forward the sum of shares outheld by investor type.

=@RDP.Data($A$2,"SUM(TR.PctOfSharesOutHeld)","TheInvestorType=#1 Sdate=#2 CH=Fd",,$L$7,C$1)

I seek to download bulk data. I want to perform a similar operation but within a subgroup of the country of address.

Looking forward to hearing from you.

Regards,

Amjad

Jirapongse

@fgf505

Thank you for the explanation. You can convert the =@RDP.Data formula to the Python by using the same fields, and parameters, as shown below.

data, err = ek.get_data(
    instruments=['4449.T', 'ADV.OQ', 'WEBO.MI'],
    fields=[    
    'SUM(TR.PctOfSharesOutHeld)'
    ],
    parameters={'TheInvestorType':301,'SDate':'2024-01-01'}
    )
data

If you have questions regarding the parameters used in the =@RDP.Data formula, please contact the helpdesk support team directly via MyAccount. After you get the =@RDP.Data formula, you can convent it to the Python code.

fgf505

Dear Jirapongse,

Thank you for your reply.

I think I am close, but I need some more assistance. I aim to extract ownership data for firms over time in the following format (screenshot attached).

Thanks Again,

Regards,

Amjad

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