Released: Discover the major shareholders & recent buy/sell sentiment in any share

16th Dec '19 by Jack Brumby

60 comments 8045 reads

We've just released a set of impressive new upgrades to StockReports. Not only can you now research the major shareholders of global shares, but you can also assess recent buy/sell sentiment of major shareholders, company directors and the Stockopedia community as a whole.

Gauge the recent buy/sell sentiment of any share in the market

Towards the top of a company's StockReport, just under the share price chart, you'll find a new Shareholder Activity widget which is a powerful new feature that will accelerate your research.

This widget shows you the buy, sell and hold ratios for institutional shareholders, directors and even Stockopedia subscribers over a three month period where available. Clicking on the View buttons next to the Institutions and Directors ratio bars will take you through to the Major shareholders and Directors dealings pages respectively, so if any trading activity on this widget captures your attention you can investigate further.

At present, UK stocks have access to all three ratios. You'll find Institutions and Community ratios for stocks around the world, and we hope to expand our coverage of Directors dealings over time.

It is also worth mentioning that Community data will only show up for stocks with a certain level of trading activity. When no community stats are available, it means we don't have enough transactions in that stock. That in itself might be a useful indication that you are looking at a company others have missed.

You can learn more about these features in the Stockopedia Guide:

Know the major shareholders of the companies you invest in

You now have the ability to dive deeper into the shareholder base of any stock with the new Major shareholders tab. In seeing who owns this stock, you can gain an added layer of insight into the nature of a company that you might miss through fundamental screening alone.

To access the Major shareholders page you can either click through directly from the feature above, or access from a drop-down menu in the Accounts tab.

Click on it and you will be taken to a page showing the major shareholders of a company. On the left hand side of this page is a table displaying:

the names of major shareholders,
the report date (which shows when the data for that shareholder was reported),
the numbers of shares held,
any changes to holdings (from the previous report date), and
the percentage interests in that company.

To the right of the table is a useful pie chart that visualises holdings.

Moving the Broker Price Target data

The Shareholder Activity widget replaces the 'Discount vs. Broker Price Target' feature, but you can find this information beneath the Financial Summary in the 'Analyst Forecast' section.

Get a more detailed impression of Similar Securities

There are always incremental small improvements happening around the site. The Similar Securities box towards the bottom of the StockReport has been enhanced, with a description of key characteristics accompanying each stock so you can quickly gauge whether or not they are worth investigating further.

You now see the RiskRating, StockRank Style and StockRank of each Similar Security.

Other improvements and bug fixes

You might also notice some other improvements and bug fixes:

The UK and certain other markets report certain line items such as earnings per share in minor currencies (pence rather than pounds) so the Financial Summary section has been updated to reflect this.
We have resolved some error messages on the mini-charts.
Product Update posts are now visible in the Discuss stream.

What's next

When paired with our recent addition of Directors dealings, this latest update offers a new way of generating powerful, actionable insights. Our next sprint will be centred around increasing the speed of the site. We're looking to make loading pages even faster.

Check the near term Product Roadmap to see what else is coming up next. If you still haven't tried out the new site, do go take a look now. It's where all future improvements will be made, and most users that make the shift decide to stay.

DWit199

20th Dec '19

"We update our figures as soon as possible."

Hi Jack,

Do you consider >10 days to be "as soon as possible"?

Sonia Danthy

Hi David,

We have been looking into the Mind Gym interim reports issue since you reported it to us. That should be resolved in the next day or two.

Unfortunately, some AIM-listed small-cap companies like this one do not meet our publishing standards that require a certain level of completion in reporting.

Hence, sometimes there can be a lag in publishing them. Apologies for that.

Regards,
Sonia

simoan

Hi Sonia,

What about Stock Spirits (LON:STCK) ? Fully listed and £400m market cap. 16 days since FY 2019 results and counting...

All the best, Si

Hi there,

I'm having a look at this now.

But I cannot see that report published on the LSE website either - so not sure if they are missing something for the exchange to exclude them: https://www.londonstockexchange.com/exchange/prices/stocks/summary/fundamentals.html?fourWayKey=GB00BF5SDZ96GBGBXSSMM.

I'll get back to you on a direct message once I have an update on this.

Gromley

Is the issue with Stock Spirits (LON:STCK) perhaps that they issued "prelims" rather than full audited reports? - for some companies I have found that there are some metrics (that I personally find useful) that are only included in the full financial statements.

I don't know if that is the case here, but I do think it would be useful if the prelims could be reflected even if subsequent updates are needed for the "full" result.

The ttm column for Stock Spirits (LON:STCK) displayed in the Stockreport is also wrong. It is a partial duplication of the 2018 final results.

Stock Spirits (LON:STCK) recently changed their year-end reporting from December to September making the last reporting period 9 months instead of 12. The TTM is reflecting the same.

Terry Dickens

23rd Dec '19

I like it

thebradski007

24th Dec '19

Any way of bringing back the Golden Cross chart signal from the original website without switching back to it?

FREng

Thanks, Jack. This is a really useful facility and I find myself using it often.

27th Dec '19

I see the Stock Spirits (LON:STCK) StockReport update went live yesterday . Thanks for helping push this through the system.

sharw

I moved to the new site as I was interested in institutional holdings but promptly moved back to the old site when I saw what an utter shambles it was.

It is not just the nonsense at Shoe Zone (LON:SHOE) detailed in post 2 and still not corrected - it is every share I have looked at.

It appears that the main problem is that input is sometimes taken from box 3 of the TR1, sometimes from box 9 and sometimes from both!

Two that I looked at are:
Air Partner (LON:AIR) - on 20/12 Sandford DeLand announced that the holding in its Buffetology fund was reduced from 13.67% to 12.25% - result both shown. There appears to be similar duplication of Schroder and Aberforth and their funds. The result is 85% shown as in institutional hands.

Driver (LON:DRV) - on 18/12 the Buffettology fund announced it had sold its entire holding and at the same time AB Traction announced that it had bought most of it. The former was not picked up but the latter was. More duplication. Add in duplication between Gesham House, Ruffer and Allianz and their funds and you have 90% tied up with institutions

qd22

30th Dec '19

Hi, I've only just seen your reply, thank you for it. I appreciate your arguments.

I would agree that the new info is useful, it gives some solidity to the assessment of what others are doing, and specifically who is doing it. For instance - just for example - now on KAPE while the directors are buying, and the community is enthusiastic, the institutions are taking profits: that's interesting. Who to follow?? Maybe it depends when you bought.

But I suspect this information is also inaccurate, as it comes from any time in the last 3 months, some before and some after KAPE's 'transformational' acquisition. So it also a guide rather than accurate, and is only what others are doing: while the margins of safety seems to me in having a base in the actual figures, and 3 separate measures, to be quite a useful general guide as to the objective position. I expect I am like many in that the full analysis of the other valuation metrics is beyond me. Company valuation seems to me the hardest thing of all, and the most important, and I want all the help I can get!

Shareholder activity is to my understanding more a measure of Momentum than Valuation, and to me while Momentum is important Valuation is essential. As you say valuation is an art, it is so difficult, so I can understand that it makes you nervous to put it up there, but being so difficult that's where we need the help that we are paying for. As I've understood your pages more and more it is always the valuation measures that I'm looking at hardest: as a long term investor it's not the ups and downs of the share price that are bothering me but whether I am genuinely buying high or low with regard to the facts available, and thus what is the measure of downside when/if disaster strikes. Buffet's 3 rules! I've learnt their value the hard way!

Can we not keep both?

9th Jan '20

The institutional holdings shambles continues. Much scratching of heads at Paul's SCVR today as to how they can hold 113% of Circassia Pharmaceuticals (LON:CIR)

(see my post 52 above)

WarrantStar

6th Feb '20

When will we be able to screen for the ratio of Stockopedia Buyers to sellers?

Edward Croft

7th Feb '20

@Warrantstar - we're integrating a new data process & system at the moment, but it's a big project and will take some time. It's the second phase of an evolution going on here

2019 saw the new frontend application released and new backend data import processes
2020 will see the new deployment of our new backend computation, screening & querying systems.

The completion of the new backend will give us a huge amount of what I call "data agility". So there will be a pipeline of big improvements once it's released.

Jack Brumby

We want to build this in at some point but we're fully booked in the short term so can't commit to a timeframe right now. It is on the agenda though.

krish_

13th Feb '20

@sharw It's fixed in the recent release. LON:AIR LON:DRV LON:SHOE
Now it's much more clear than before.

Howard Adams

Hi Stocko team

I am delighted with the Major Holders function.

I used to always have to login into my Investor Chron. site to see easily the major shareholders and dates of movements. Having it here on Stocko is excellent. But, more importantly you have incorporated not only institutions but large holdings of private investors. That is such a great bonus (the IC site does not provide that).

I have been surprised how many of my holdings are actually quite dominated by individual private investors holding more than 3%. I am finding this data is helping me to improve my speculations as to who is moving the volumes when volumes and share price actions are offering up buy/add/sell signals.

Many thanks.

Howard

Doughty

22nd Feb '23