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Reports

  • Comprehensive Fund Ownership Data: Obtain granular, raw data encompassing all measures of fund ownership, detailed at both the country and stock level, across each investment region.

  • Monthly Tracking: Stay updated with monthly datasets on every country and stock that's currently held or has historically been part of the investment portfolios included in our analysis.

    Included Data Fields:
  • Average Weight: The equally weighted average holding weight for all countries and stocks.

  • Average Weight vs Benchmarks: Evaluate average fund weights against established benchmarks.

  • Ownership: The proportion of funds invested in every country and stock.

  • Overweight Analysis: The percentage of funds taking positions larger than the benchmark indices.

  • Total Fund AUM: The overall Assets Under Management, denominated in dollars, for all countries and stocks.

  • Monthly Fund Flows: Estimated monthly fund flows based on changes in portfolio positioning for all countries and stocks.

  • Delivery Format:
    Data is delivered in a CSV file format for easy integration and analysis, updated on a monthly cycle.

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    Raw Data + Tableau Dashboards

    Dashboards

    Positioning Analytics: Delve into our suite of interactive dashboards for comprehensive analysis of fund positioning within your specific region.

    Country Overview: View time-series data of ownership for any selected country, identify widely held stocks, discern key weight changes and significant trading activity over your chosen timeframe. Utilize our proprietary Sentiment Grid to gauge positioning trends and momentum across all countries.

    Stock Analysis Tool: Select any publicly traded stock to investigate its historical ownership patterns. Our tools enable you to:

  • Compare ownership trends against peer companies.

  • Analyze time-series data to identify long-term ownership trends and potential reversals in positioning.

  • Stock Sentiment Tracker: Target stocks at extreme levels of positioning and momentum. Identify outliers in our ownership data that may warrant further investigation.

    Customizable Tableau Dashboards: Our positioning dashboards are equipped to:

  • Sort and filter data seamlessly to tailor your analysis.

  • Generate and customize dynamic visualizations and charts for any metric, designed for both digital viewing, high-quality printouts and raw data download.

  • Integrate your company branding onto charts, making them ready for use in internal reports and presentations.

  • Free chart pack

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    insights

    Fund Positioning Chart Pack

    The latest investment trends in active equity fund positioning from our 6 active equity fund universes