Is it possible to please send a Python notebook of this process?

Shivanand_123

Query: Is it possible to please send a Python notebook of this process?

Can you please help us with the Python Code for the below.

Initial Query: is there an API for top 10 shareholders of a stock? in excel.
Resolution Provided to the Client.
i) To get the top 10 list of a company's shareholders per shareholding percentage in Excel, you can use the following formula, Replace sample RIC "AAPL.O" with the company's RIC code. This formula retrieves the top 10 shareholders by shareholding percentage. : 

=RDP.Data("AAPL.O","TR.InvestorFullName;TR.PctOfSharesOutHeld","StartNum=1 EndNum=10 CH=Fd RH=IN")

ii) Please find the below Workspace Excel Formula to get Investor shares held , Investor Name, Holdings Value and Holdings percentage for the sample RIC <AAPL.O>:

=@RDP.Data("AAPL.O","TR.InvestorFullName;TR.SharesHeld;TR.SharesHeldValue;TR.PctOfSharesOutHeld;TR.InvestorType;TR.HoldingsDate;TR.FilingType","CH=Fd RH=IN")

iii) To get the top 10 shareholders of a stock, you can use the Ownership (OWNS) or Fund Ownership (FNOWNS) feature. Type the company name in the Search field, followed by OWNS or FNOWNS, and press Enter. This will display the top 10 investors, including their ownership trends and holding concentrations. You can also use the Shareholders Report (SHARE) and apply filters to customize the results.

Sample- AAPL.O OWNS and AAPL.O FNOWNS

 

Jirapongse

@Shivanand_123

Thank you for reaching out to us.

You can use the LSEG Data Library for Python to retrieve those data.

The =@RDP.Data method is similar to the get_data method in the LSEG Data Library for Python.

The code looks like this:

df = ld.get_data(
    universe = ['AAPL.O'],
    fields = ['TR.InvestorFullName','TR.PctOfSharesOutHeld'],
    parameters = {'StartNum':1, 'EndNum':10})
df

df = ld.get_data(
    universe = ['AAPL.O'],
    fields = ['TR.InvestorFullName','TR.SharesHeld','TR.SharesHeldValue','TR.PctOfSharesOutHeld','TR.InvestorType','TR.HoldingsDate','TR.FilingType'])
df

You can refer to the sample notebook file on GitHub.

Regarding the Ownership, there is the Ownership API on the LSEG Data Platform. You can also use the LSEG Data Library for Python to retrieve data from the Ownership API on the LSEG Data Platform.

response = ownership.consolidated.investors.Definition(["AAPL.O"], limit=10).get_data()
response.data.df

 response = ownership.fund.investors.Definition(
    universe = ["AAPL.O"],
    limit = 10).get_data()
response.data.df

The ownership examples are also available on GitHub.

Shivanand_123

Hello Jirapongse, we have the below follow-up from the Client, kindly request to look into the follow-up query.

Client Follow-up: Follow-up question on the python notebook request for shareholder data:
Is the data returned by _ld.get_data(..)_ is the same with data returned via _Ownership API_ ?

You suggested 2 approaches, but for Ownership API I would need some extra rights in my Workspace, and was wondering if that's because it is giving some more complete data. 

Jirapongse

@Shivanand_123

You can either test it yourself or reach out to the product team to verify the data.

Shivanand_123

We had initially reached out to Specialists Team, they requested for API please reach out to Dev Team. This seems to be the follow-up on the API related.
Kindly request to help us provide the details to the Client please.

Jirapongse

@Shivanand_123

The responses are sourced from different services: get_data uses the Data Grid service, while ownership relies on the /data/ownership endpoint.

As a result, I can't confirm that the data from these services is 100% consistent. The product team should be able to verify this.

Shivanand_123

Hello @Jirapongse
We had reached out to our Product Specialists Team, they informed to check back again with Dev Team for the follow-up query:

Product Specialists Team: As the response was given by the Developers team, please reach back to them . We are not experts of different database of API.
The user is mainly asking between the 2 API databases, which we cant comment.

Jirapongse

You should contact the Ownership - Delivery Platform support via the LSEG Support to verify the data source.

The product specialists mentioned the developer team. It should be the developers of the product, not this forum.