When evaluating a publicly owned company, savvy traders and investors want to know about two classes of shareholders – insiders and institutions.
Each of these types has special and unique interest in the company whose shares they own and that interest can help inform you as a retail investor.
Related: BREXIT AND THE U.S. STOCK MARKET
The Role of Insiders and Institutions
Put simply, it makes sense to know what the owners of the company are doing with their shares because they run the company.
As for large institutional investors, their interest is likely many times that of individual investors and being aware of their stock ownership patterns could provide a clue as to the company’s long term prospects.
Depth Of Analysis On Woo Trader
Information available on Woo Trader can help you understand what insiders and institutions are doing with their shares of stock. All you have to know is where to look and what to look for.
It all starts on Woo Traders Daily Rankings page where you can look up a stock in which you are interested. Click on the ticker for that stock. This will bring up a general information page. Across the middle of this page are a number of tabs. Click on the one labeled Stock.
The Historical tab appears on the left side of the page. Click that tab and select Insiders.
This will bring up the Holdings Overview page. This page includes some general information about holdings by company insiders including the total value of insider holdings, % of shares outstanding owned by insiders and the total number of shares held by insiders.
Zacks Insider Score
In the middle above the Insider Holdings title bar is the Zacks Insider Score. The score ranges from High Buying (6) down to High Selling (1) and is an indication of what company insiders are doing with their shares.
Keep in mind that company insiders must report changes in stock ownership within 2 days of buying or selling their shares of company stock.
Additional Insider Information
Other information available on the Holdings Overview page includes the value of insiders’ holdings, percentage of outstanding shares held by insiders and the actual number of shares held by insiders.
If you click on Holdings Overview and select the Transactions tab, additional information becomes available.
Information on the Transactions page is broken down by 4, 12 and 24 weeks.
This includes % change in holdings by insiders during the given period, buy transactions, sell transactions and shares bought and sold.
By going back to Holdings Overview and selecting Breakdown, you will see a long list of additional information broken down by 1 day, 1 week and 1 month.
Information displayed includes Total Buys by all insiders, Total Value Buys, Total Sells, Total Value Sells, Buys and Value Buys by officers, Sells and Value Sells by officers and finally, Buys, Value Buys, Sells and Value Sells by Officers & Directors.
Under the top left Insiders dropdown menu, select Institutions. This will open a complete list of all institutional investors with holdings in the company you are investigating.
This information can be ordered in several different ways including # of shares outstanding, style, growth at a reasonable price (GARP), passive index, income and so forth.
If the institutional investor has a ticker, you can see that as well.
Under the Holders menu you can select Holdings Overview to see information that includes both institutions and mutual funds.
Mutual funds data includes the value of mutual fund holdings, % of outstanding shares held by mutual funds, number of shares held by mutual funds and more.
Under Holdings Overview, select the Concentration tab to see general institution information for all institutional holders as well as the top 50, top 20 and top 10 institutions.
Data includes total holdings, % of outstand shares held, holders with and without sub-managers and total number of shares held.
Institutional Style & Holders
Clicking on the Concentration tab again drops down a Style tab. Click on that tab to reveal a complete breakdown of institutional investing style - i.e. aggressive growth, growth, growth at a reasonable price (GARP), value, deep value and income.
Finally, by returning to the Holders tab, you can select an institutional holder by clicking on its name and see general and specific information ranging from address, stocks held and even % of shares outstanding.
To learn more about these features watch this video: