Data for institutional ownership for specific institutional investor.

faiza.zafar

• What API are you using?
  • ( Eikon)
• What language are you using?
  • (Python,)
• What environment are you in?
  • (Windows )

Dear community,

What I need help with :

I want the data to be returned for specific types of investors.

Currently, I am specifying parameters as shown in the picture attached.

How I can filter for more than one "investor type"?

As can be seen in the attached I have tried to call two types of investors and only 1 of them is retrieved. Can you kindly help with this.

My code is as follow :

df,e = ek.get_data(instruments=['ANTO.L'], fields=['TR.InvestorFullName','TR.SharesHeld','TR.SharesHeld.calcdate','TR.PctOfSharesOutHeld','TR.InstrStatTypeValue','TR.InvestorType','TR.InvestorTypeId',

'TR.CategoryOwnershipPct','TR.InvParentType','TR.InvInvestmentStyleCode','TR.OwnTrnverRating','TR.InvAddrCountry','TR.InvestorAddrCity'],parameters={'SDate':'-1M','TheInvestorType':'301','TheInvestorType':'107'})

df

Jirapongse

@faiza.zafar

FYI: Alex left the company.

Some fields don't support the "TheInvestorType" parameter. I tried the following code and it returned both 107 and 301 investor types.

df,e = ek.get_data(instruments=['ANTO.L'], fields=[
    'TR.InvestorFullName("TheInvestorType":"107,301")',
    'TR.SharesHeld("TheInvestorType":"107,301")',
    'TR.SharesHeld("TheInvestorType":"107,301").calcdate',
    'TR.PctOfSharesOutHeld("TheInvestorType":"107,301")',
    'TR.InstrStatTypeValue',
    'TR.InvestorType("TheInvestorType":"107,301")',
    'TR.InvestorTypeId("TheInvestorType":"107,301")',
    'TR.CategoryOwnershipPct',
    'TR.InvParentType("TheInvestorType":"107,301")',
    'TR.InvInvestmentStyleCode("TheInvestorType":"107,301")',
    'TR.OwnTrnverRating("TheInvestorType":"107,301")',
    'TR.InvAddrCountry("TheInvestorType":"107,301")',
    'TR.InvestorAddrCity("TheInvestorType":"107,301")'],parameters={'SDate':'-1M'})
df

However, you need to contact the Eikon Excel support team directly via MyRefinitv to verify if it is valid to use the "TheInvestoryType" parameter like this.

faiza.zafar

@Alex Putkov.1 kindly have a look at this query

faiza.zafar

Many many thanks! That is exactly what I was looking for.
I will check with the support team for the use of "TheInvestoryType" parameter.