The Institutional Ownership Factors dataset provides daily insights into trends in equity investing from institutions. This dataset leverages our proprietary point-in-time Ownership dataset to provide granular information on global institutional- and fund-owned security positions, flow of funds, and activity globally across developed and emerging markets. Ownership is sourced from 13Fs, global mutual funds, daily ETF holdings, annual reports, and major stakeholder exchange announcements for equity securities.

This dataset combines our quantitative research capabilities with key elements of this raw data to create equity-level signals that are drivers of stock price performance. The combination of these factors gives users a holistic view of capital flows from institutions in global equities.

This dataset includes:

• Ownership concentration and crowding measure in global equities markets
• Hedge Fund ownership and institutional holding activity
• Trends in purchases or sales from institutions
• Changes in holdings and liquidity flow ratios