For a deeper look into our Eikon Data API, look into:

Overview |  Quickstart |  Documentation |  Downloads |  Tutorials |  Articles

question

Upvotes
Accepted
25 2 7 10

How to retrieve biggest owning mutual funds in python API

Hello,
I would like to know if there is a way to retrieve a list of the top 10 mutual funds owning a certain company. I know TR.InvestorFullName retrieves the biggest finantial institutions, but not the mutual funds. I would like to retrieve some data like in the ownership section:
http://money.cnn.com/quote/shareholders/shareholders.html?symb=AAPL&subView=institutional
Where they have data from biggest institutions and biggest funds. I know how to get the institutions but not the funds.

Thanks in advance!

eikoneikon-data-apipythonworkspaceworkspace-data-apirefinitiv-dataplatform-eikonfunds
icon clock
10 |1500

Up to 2 attachments (including images) can be used with a maximum of 512.0 KiB each and 1.0 MiB total.

Upvotes
Accepted
46.8k 108 44 60

You can use Formula Builder in Eikon Excel to see all available fields. For fund ownership, all available fields are in Ownership -> Fund Ownership category.

For example, the name of fund is in the TR.FundPortfolioName field.

After getting a formula from Eikon Excel, you can apply it to Eikon Data API, as mentioned in this question.

Otherwise, you can directly contact Eikon support team for the Eikon Excel formula (=TR function) used to retrieve the required financial data.


formulabuilder.png (95.2 KiB)
icon clock
10 |1500

Up to 2 attachments (including images) can be used with a maximum of 512.0 KiB each and 1.0 MiB total.

Upvotes
41 0 0 1

You will also fine some useful information in the Company Ownership in EIKON.

Each column shows a Field Definition you can use when you click on the question mark on top.

So here it is TR.InvParentType and TR.InvestorType and TR.TotalEquityAssets and TR.InvInvestmentStyleCode


aaplo.png (92.3 KiB)
aaplo.png (36.9 KiB)
icon clock
10 |1500

Up to 2 attachments (including images) can be used with a maximum of 512.0 KiB each and 1.0 MiB total.