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Views 7329Jun 19, 2024

Track Institutional Investors Easily with Institutional Holdings

Have you ever noticed some entities called "institutional investors" active in the stock market when you buy or sell stocks? Who are they? Why does their investment behavior receive so much attention?

Institutional investors refer to institutions that manage large amounts of capital and specialize in securities investment.

There are two main reasons why their moves are closely watched.

  1. They have a large amount of assets under management.

  2. They employ experienced professionals with strong analytical abilities and access to extensive research resources, which can lead to better investment decisions.

When an institutional investor buys or sells a large amount of a particular stock, it can often have an impact on the price of that stock. Therefore, understanding the moves of institutional investors can be crucial.

So, how can ordinary investors obtain this information?

With moomoo's Institutional Tracker, you can now access information about institutional investors short and quickly.

This feature converts shareholding change documents (e.g., 13F filings) into easily understandable charts, helping investors quickly analyze major institutions' holding changes.

How do you access this feature on moomoo?

Open moomoo and tap on a stock > Company >Shareholders>Institutions to view shareholding information about institutional investors.

Any app images provided in the content are not current and any securities shown are for illustrative
Any app images provided in the content are not current and any securities shown are for illustrative

The first section provides an Institutional Holdings Overview that includes the percentage of shares owned by institutions, the number of shares held, the number of institutions invested, and changes in shareholdings.

The second section features a chart that compares shareholding changes with stock price movements, allowing investors to better understand how institutional investors' actions may impact the stock's performance.

In the third section, a table displays the top five institutions holding the largest amount of shares in the company, along with their respective changes in shareholdings.

Any app images provided in the content are not current and any securities shown are for illustrative
Any app images provided in the content are not current and any securities shown are for illustrative

Scroll down to view more institutional activities.

Any app images provided in the content are not current and any securities shown are for illustrative
Any app images provided in the content are not current and any securities shown are for illustrative

Tap on an institution and view details about its shareholding of this stock. Moomoo provides the stock's closing price of the day for reference.

Tap the arrow beside the institution's name to view its profile, its industry exposure, and its portfolio changes, closely tracking its move.

(For any Institutional Tracking portfolio, the composition provided is updated on a significant delay and may be incomplete. It is not possible to replicate the timing or exact holdings of institutional portfolios. )

Any app images provided in the content are not current and any securities shown are for illustrative
Any app images provided in the content are not current and any securities shown are for illustrative

When reviewing institutional shareholding information, we can focus on changes in institutional shareholding. If this percentage is higher than other companies in the same sector, it suggests that the stock is favored by institutional investors and may be a considered relatively stable investment option.

Conversely, if the institutional shareholding is lower, it implies retail investors hold a relatively higher percentage of the company, and the stock price may be more volatile.

Any app images provided in the content are not current and any securities shown are for illustrative
Any app images provided in the content are not current and any securities shown are for illustrative
Any app images provided in the content are not current and any securities shown are for illustrative
Any app images provided in the content are not current and any securities shown are for illustrative

As market participants, it's important to understand institutional investors' investment decisions and shareholdings to better navigate market dynamics and potential opportunities. However, we also need to consider additional factors and perform comprehensive analysis and evaluation.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy.

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