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Investment Trends
Top Institutional Holding Change
This module monitors the stocks with the largest increase/decrease in proportion of institutional holdings (relative to shares outstanding). We use Projected Real Time Holding to determine the institutional holdings percentage at arbitrary time point. The information is updated every saturday around 5:30 AM US CDT.
Note this module is different from Top Institutional Trading, which provides top lists of acquisitions and dispositions by institutions, separately.
Configurations
Scope/Sector/Industry: Define query scope. Default is the whole US stock market. You can set search scope to specific sector or industry.
Max Hldg Chg: Maximum change in proportion of institutional holdings. i.e. Current institutional holding percentage - Previous institutional holding percentage. Set this to smaller value can avoid outliers caused by stock split or any other similar confounding factors.
Month Back: Compare current institutional holding percentage with that of 3 months or 6 months ago.
Min Hldg Pct Old: The minimum institutional holding percentage at previous time point.
Min Hldg Pct New The minimum institutional holding percentage at current time point.
Top Increase/Decrease of Institutional Holdings
The image below illustrates results of the top increase of institutional holdings in the energy sector
Quick Search: Type in any keyword (case insensitive) in the search box to quickly narrow down search results. E.g. type in "technology" to only display records in the technology sector (as well as any records with "technology" in company name). Note that to get a more comprehensive list of stocks in the "technology" sector, you should change the scope of query.
Symbol: The trading symbol of company. Click to open corresonding institutional holdings in a new window.
52-week High/Low: 1-year high/low price. Note that stocks traded on the OTC market or pink list do not have this information.
Hldg Change & Quantile: The difference between current and previous institutional holding percentage, as well as the quantile ranking of the difference compares with industry peers, sector peers, and the whole US market.
Cur Hldg Pct (%): The institutional holding percentage at current time point. Note this number might be greater than 100%, due to stock split, confidential treatment, or misrepresentation.
Prv Hldg Pct (%): The institutional holding percentage at previous time point (3 or 6 months ago). Note this number might be greater than 100%, due to stock split, confidential treatment, or misrepresentation.
Cur Hldg Shares: The institutional holding shares at current time point.
Prv Hldg Shares: The institutional holding shares at previous time point (3 or 6 months ago).
Acq/Dsp Count (Shares) (period): The count (or shares amount) of acquisition/disposition transactions of specific period (compare with corresponding previous period). Brand new holdings (i.e. no holding in previous period) are shown in dark green. Adding more shares (to non-zero holding in previous period) are shown in light green. Sold-outs are shown in dark red. Reducing shares (to non-zero holdings) are shown in light red.
Cur/Prv SO (Million): The shares outstanding at current and previous time points.