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!
Best Answer
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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.
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Answers
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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
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