Instituitional Ownership over time

swapna.dr

Is it possible to get instituitional ownership mix (TR.SIInstitutionalOwn) over a given period of time? Thankst

m.bunkowski

Hi @swapna.dr

That particular field does not allow you to retrieve the data for the defined time window. You can check the availability of fields and associated parameters using either DIB app in Eikon Desktop or in Excel wizard.

Currently, there is no possibility to add dates.

swapna.dr

Thanks Marcin. Alternatively, is there ownership fields that allows data range that I can use to calculate this information? Thanks

m.bunkowski

https://community.developers.refinitiv.com/discussion/comment/44141#Comment_44141

Hi @swapna.dr

If you are interested in retrieving ownership data you may try with the other set of fields

df, err=ek.get_data('VOD.L',['TR.InvestorFullName,TR.PctOfSharesOutHeld,TR.InvestorType'], {'SDate':'2018-05-10'})
df.head(10)

That formula can be build using Eikon Excel wizard, where you can see and include additional parameters.

swapna.dr

Thank you very much for the insights here. Appreciate it.

May be another simple one - Is there a way in the API to request the sum of a field instead of me pulling all the data and summing it? For example, I am calling this to get the top 10 hedge fund ownership using ..

df = ek.get_data('AAPL.O',['TR.PctOfSharesOutHeld'], {'SDate':'2018-05-10', 'TheInvestorType':'106','EndNum':'10'})

I am summing up the returned df to get to top 10 ownership mix. Is it possible to apply the "SUM" request within in the get_data call?

Thanks

Jirapongse

I have used SUM function with ek.get_data and found that it works.

df = ek.get_data('AAPL.O',['SUM(TR.PctOfSharesOutHeld)'], {'SDate':'2018-05-10', 'TheInvestorType':'106','EndNum':'10'})
df[0]

The output is: