How do I download Fund Shareholder's History report of a company ? The data we get when we go to ...

varadraj
varadraj Newcomer
in Eikon Data APIs

..."Ownership->Fund Shareholder's History Report" of Any Company of our choice.

Kindly help me with this issue which I am facing for the past 2 days. Your help would be appreciated.

I cannot find it on the EIKON tutorials as well.


Thank you.


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Best Answer

  • jason.ramchandani01
    jason.ramchandani01 admin
    Answer ✓

    @varadraj Apols for delay in response - just noticed this - so here you can iterate and build a composite frame with monthly API calls - as the frame is too large for 1 API call:

    totdf = pd.DataFrame()
    for month in range(0,-24,-1):
        sdate = str(month) + "M"
        df,e = ek.get_data(instruments=['VOD.L'], fields=['TR.InvestorFullName','TR.SharesHeld','TR.SharesHeld.calcdate','TR.PctOfSharesOutHeld'],parameters={'SDate':sdate})
        if len(totdf):
            totdf = pd.concat([totdf, df], axis=0)
        else:
            totdf = df
            
    totdf.reset_index(inplace=True)
    totdf

    1655112767777.png

    Regarding your other points:

    You cannot download data for all fields - you need to specify which fields you need and their parameters. Please use the Data Item Browser app (type DIB into eikon search bar) to discover what fields and parameter settings are available.

    The Position change field is a calculated field in app I believe - not available via API - you can of course calculate this now you have the raw data in python.

    I hope this can help.

Answers

  • jason.ramchandani01
    jason.ramchandani01 admin

    @varadraj Thanks for your question. Please try this code:

    df,e = ek.get_data(instruments=['VOD.L'], fields=['TR.InvestorFullName','TR.SharesHeld','TR.SharesHeld.calcdate','TR.PctOfSharesOutHeld'],parameters={'SDate':'-10M'})

    df

    1654510749440.png

    So you can change the RIC and also change the SDate parameter to get a history. I hope this can help.

  • varadraj
    varadraj Newcomer

    Thank you so much for the help.

    Now If I want to download data for last 24 months then how should we do it?

    Because setting 'SDate': '-24M' will give data of 2020-07-31 month only.


    Moreover if you go to this link : https://apac1-apps.platform.refinitiv.com/web/Apps/Corp?s=AXBK.NS&st=RIC&app=true#/Apps/Ownership?view=fundShareholdersHistoryReport


    We cannot download the data for "Position Change(M)" since there is no symbol available for it to put on fields list. How can we download that data using eikon data API?

    Lastly, how to download data for all fields without specifying any field explicitly?


    I hope to hear from you soon.


    Kind Regards.


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