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.