Do you know how institutional investors really see your company?
Copley maps the full institutional landscape around your company — who holds you, who backs your competitors, who has moved on, and where the real opportunity sits.
Know where you stand before you decide who to call.
Your relative ownership, how capital is rotating, and whether conviction is building or fading — the context that makes any engagement list worth acting on.
How many funds own you today, and how that number has moved over time — set against your share of the wider institutional universe.
How your ownership compares to your closest competitors, and how capital is rotating between you and them.
Whether conviction in your stock is building or fading — before it shows up in your share price.
Understand your position first. Who to engage next follows from that.
Every quarter, IR teams go into roadshows not knowing how much capital they're leaving on the table.
Not because the data doesn't exist. Because no one has shown it to them.
Your shareholder register tells you who owns you today. Broker notes tell you what analysts think. Neither tells you what actually matters for IR strategy:
- →Which funds have the mandate to own your stock — but don't
- →Which investors backed you before and quietly moved on
- →Which funds are running meaningful positions in your competitors instead
- →Whether the funds that do own you are genuinely convicted or running token exposure
This is your institutional opportunity set. For most listed companies it runs to hundreds of funds and billions in potential AUM. Until now it has been almost entirely invisible.
Every report starts with your specific fund universe — not a generic template.
Copley tracks the portfolios of hundreds of long-only actively managed equity funds — the funds that make discretionary decisions on the companies they hold. Before we run any analysis, three things happen.
Your fund universe is defined
Every active fund with the mandate to hold your shares is identified — drawn from one or more of our seven specialist universes.
Which universes apply depends on your listing location, benchmark inclusions, and market cap.
Your competitor set is agreed
The companies in your fund universe competing for the same portfolio space — typically a mix of country and sector peers.
You can define this entirely yourself, take our recommendation, or work through it together. Most clients do it collaboratively in under 15 minutes.
Your report is built
A bespoke Investor Positioning Report is compiled — specific to your company, delivered within 48 hours.
There is no sales process before you receive it. Buy directly, or watch a walkthrough of a real report first.
Right now, capital is moving across your investor universe. Do you know where you sit?
Every bubble is a fund. Every gap is an opportunity — mapped across current holders, past investors, competitor capital, and white space.
Trusted by BlackRock, Schroders and Baillie Gifford — now available to listed companies.
See a real report — before you commit to anything.
Request access below. We review every submission personally and send access within a few hours.
-
→
A short video walkthroughHow IR teams are using institutional positioning data to identify long-term investors, prioritise roadshow meetings, and stop chasing the wrong funds
-
→
Sample pages from a real reportAnonymised pages from an actual Investor Positioning Report — the exact format, data depth, and analysis you'd receive for your company
No sales call required. Access reviewed and sent within a few hours.
Request access
We'll send you a link to the report walkthrough shortly.
Two ways to access IR Intelligence.
A one-off report or ongoing quarterly monitoring. Both built around your company and competitor set.
Investor Positioning Report
- →Competitor investor mapping
- →White space investor identification
- →Past investor analysis
- →Breadth vs conviction positioning
- →Capital rotation analysis
- →Named investor targeting
Secure payment via Stripe. Delivered within 48 hours.
Quarterly IR Intelligence
- →4 quarterly Investor Positioning Reports
- →Ongoing ownership monitoring
- →Capital rotation tracking
- →Quarterly investor targeting refresh
- →Annual strategic debrief with Steven Holden
30-minute intro call. No obligation.