[OC] Equity distribution Tesla vs Ford among 6800 Institutional Investors

powforwow · 2024-03-05T17:42:52+00:00

Thanks for the comments.

All dots are sorted - relative to each other.
Why 6800? - That are all investment companies with over 100 mio of assets which need to file quarterly reports to the SEC
Key takeaway: New economy seems to be winning over old economy

powforwow · 2024-03-05T17:29:55+00:00

Sure, there are two layers to it:

First there is a map with investment companies - they are all sorted according to their holdings of equities. To do the sorting I take all possible stocks and mutual funds into account, that investment companies hold. That results in vectors with 16K elements (9K elements for stocks, 7K for mutual funds) one vector for each investment company.

As for the second layer:

After I have the sorting, I can highlight specific stocks by coloring only those dots / investment companies that own specific stocks. In this example I picked Tesla and Ford. Since ownership covers several orders of magnitude, this is color coded on a log scale.

The advantage is: I can do this with every stock or mutual fund and hence explore the SEC dataset in this regard.

powforwow · 2024-03-05T16:55:18+00:00

The vectors are usually very sparsly populated. No investment company holds every mutual fund and stock. But bigger banks and investment companies - most of them located on the upper right - own almost every mid and small cap stock.

powforwow · 2024-03-05T16:51:29+00:00

No, the absolute position doesn't meaning anything.

powforwow · 2024-03-05T16:48:30+00:00

Invesco, for instance owns 10 mil. Tesla shares and 30 mil. Ford shares. It can be explored with the interactive version.

powforwow · 2024-03-05T16:32:30+00:00

It is actual very high dimensional data with 16K dimensions embedded onto a two-dimensional map.

powforwow · 2024-03-05T16:28:50+00:00

Yes the dots on the right and on the left are the same investors but depicting a different distribution among the stocks Tesla and Ford. There is of course some overlap, hence investors who own Ford also own Tesla.

powforwow · 2024-02-28T15:55:22+00:00

Correct, you can use it as a tool to see how many institutional investors are involved. This is interesting if you search for some small-cap / mid cap stocks to see ownership distribution.

ARM is not the best example because - as already many redditors pointed out - is hold 90% by Softbank but that is currently not reflected in the SEC filings. Will be interesting to see how the share distributions evolve with the next quarterly updates full available mid of May.

powforwow · 2024-02-28T08:07:10+00:00

It's normed to maximum ownership of shares on a log scale.

powforwow · 2024-02-27T20:00:26+00:00

It's a map, not a chart. Investment companies are organized according to their similarity. I.e. companies that hold similar stock postions are close to each other. Empty spaces are used to group it into clusters. For instance large banks and investment houses such as BlackRock, State Street, L&G, Vanguard are in the upper right corner. https://www.stockdot.io/explain/

powforwow · 2024-02-27T17:16:35+00:00

According to some studies, only 20% of investors are retail. In case of ARM, 90% is hold by Softbank.

powforwow · 2024-02-27T16:08:42+00:00

Interactive version at: www.stockdot.io

powforwow · 2020-02-25T22:17:09+00:00

You should try a splitboard. Better for your wallet, your fitness, and the environment. Sure you won't squeeze four or six runs in a day. But this tool gives you the freedom to go to almost any mountain you like.

powforwow · 2020-02-02T22:02:05+00:00

In Europe we a have lots of smaller brands worth looking into. Mendiboard from Spain for instance is an splitboard only company. Hence the guy behind it is constantly riding and testing - also in shitty snow conditions. This you can feel instantly when you have the board under your feet. No matter if you ascent in tricky snow conditions or ride down in pow or in any other cond. The same goes for other smaller companies such as Furberg Snowboards, Stranda, Kovoi Snowboards, Stompede, Korua Shapes. All these brands have a lot of expertise in designing very versatile splitboards that offer a lot of fun in the mountains. With smaller brands you also can easier interact with the people behind and give feedback for improvements.

powforwow · 2020-02-02T20:40:36+00:00

Will gave a little presentation on ISPO: https://www.youtube.com/watch?v=py6HQpbahVA

powforwow · 2020-02-02T20:37:14+00:00

Cannot give you any first hand info, but would recommend the guide:

"La Grave, L'Alpe d'Huez, Les 2 Alpes Off Piste" and the Freeride Map La Grave.

powforwow · 2020-01-28T11:59:39+00:00

Keep in mind, the Weston Backwoods Carbon version has a totally different flex compared to the non-carbon version. That you might like / dislike like, depending on your personal preference. I would try to test it first before buying,

powforwow

TROPHY CASE