Shareholding ratio of institutional investors
factor.formula
Institutional investor shareholding ratio = (number of shares held by institutional investors / total share capital) * 100%
This formula calculates the shareholding ratio of institutional investors. The specific parameters are explained as follows:
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Refers to the total number of shares registered in the name of institutional investors at the end of the reporting period. These shares are usually held by various institutional investors, such as public funds, private funds, securities companies, insurance companies, trust companies, qualified foreign institutional investors (QFII), etc. It should be noted that different data sources may have slightly different definitions of institutional investors, and consistency should be maintained when used. This data usually comes from the shareholder list information disclosed in the periodic reports of listed companies (such as annual reports, semi-annual reports, and quarterly reports).
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Refers to the total number of shares issued by a company, including tradable shares and restricted shares. After the issuance of shares, the total share capital generally does not change significantly unless additional issuance, repurchase, etc. occur. This data usually comes from the financial reports or exchange information disclosed by listed companies.
factor.explanation
The proportion of institutional investors' holdings is an important market sentiment indicator and fundamental indicator, which reflects the degree of recognition of the company's value by institutional investors. A high proportion of institutional holdings is generally considered to be a sign that institutional investors are optimistic about the company's future prospects and may attract more investor attention. However, it should be noted that institutional investors may also be over-grouped, which may exacerbate market volatility. Therefore, when using this indicator, a comprehensive analysis should be conducted in conjunction with other factors. In addition, changes in the proportion of institutional investors' holdings may lag, so it should not be used as the sole basis for short-term trading. This indicator can also be used in conjunction with other institutional behavior indicators (such as net purchases by institutional investors) to obtain a more comprehensive understanding of the market.