Ownership Summary App - Thomson Reuters€¦ · Thomson Reuters maintains the most complete global...

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Ownership Summary App WHY SHOULD I USE THE APP? Thomson Reuters maintains the most complete global Share Ownership and Profiles data in the industry, providing valuable insight into “who owns what” for public equities and delivering intelligence on investment managers, security firms and key decision makers. Over 30 years of collection experience guarantees the highest quality data and we are committed to extend coverage and drive innovation in the future. KEY FACTS Strong regional and local content, such as Japanese Detailed Shareholdings and UK Share Registers, allow you to fine tune your investor relations or deal making strategies to your local market. Over the past 30 years Thomson Reuters has developed strong links with investment firms, share registrars, local stock exchanges and regulatory authorities which ensures accurate and timely data is delivered to our customers. TOP TIPS ON HOW TO USE THE APP To access the Ownership Summary, start by selecting the stock you would like to examine in the Eikon search box with the code “OWNS” or select the ownership tab from the company overview page. View detailed information on the Top Investors. Click on the Investor Name to view the Investor Overview page. For the top 10 investors a small trend icon appears to the right of the investor name showing summary details about the investor. Click “View All” to open the Shareholders Report Download buttons for Excel and PDF or access online help files Click to view a real time pop up quote Click to view a quick customizable 2D price chart

Transcript of Ownership Summary App - Thomson Reuters€¦ · Thomson Reuters maintains the most complete global...

Page 1: Ownership Summary App - Thomson Reuters€¦ · Thomson Reuters maintains the most complete global Share Ownership and Profiles data in the industry, providing valuable insight into

Ownership Summary AppWHY SHOULD I USE THE APP?Thomson Reuters maintains the most complete global Share Ownership and Profiles data in the industry, providing valuable insight into “who owns what” for public equities and delivering intelligence on investment managers, security firms and key decision makers. Over 30 years of collection experience guarantees the highest quality data and we are committed to extend coverage and drive innovation in the future.

KEY FACTS• Strong regional and local content, such as Japanese Detailed Shareholdings and UK Share Registers, allow you to fine tune your investor

relations or deal making strategies to your local market.

• Over the past 30 years Thomson Reuters has developed strong links with investment firms, share registrars, local stock exchanges and regulatory authorities which ensures accurate and timely data is delivered to our customers.

TOP TIPS ON HOW TO USE THE APP• To access the Ownership Summary, start by selecting the stock you would like to examine in the Eikon search box with the code “OWNS” or

select the ownership tab from the company overview page.

• View detailed information on the Top Investors. Click on the Investor Name to view the Investor Overview page. For the top 10 investors a small trend icon appears to the right of the investor name showing summary details about the investor.

• Click “View All” to open the Shareholders Report

Download buttons for Excel and PDF or access online help files

Click to view a real time pop up quote Click to view a quick customizable 2D price chart

Page 2: Ownership Summary App - Thomson Reuters€¦ · Thomson Reuters maintains the most complete global Share Ownership and Profiles data in the industry, providing valuable insight into

© 2016 Thomson Reuters. Thomson Reuters, Thomson Reuters Eikon and the Kinesis logo are trademarks of Thomson Reuters and its affiliated companies. S028939 01/16.

• Click on “View Details” in the Holdings Concentration box to open a detailed view. From here, click on an Investors number to open a Shareholder report filtered.

• The Recent Activity summarized the changes in ownership over the past 6 months. Click on the Buys “Activity Details” to open a Firm Shareholder report filtered by buys or click on the Sells “Activity Details” to view this report filtered by sells. Clicking on the Security name will open the Firm Ownership Summary page. Radio buttons allow you to view this activity by Value or Shares.

• The Ownership Breakdown allows you to quickly view data by Type, Style, Location, Rotation and Turnover tabs. Switch between an interactive list and pie chart view. Ownership percentage can be over or below 100% based on local reporting requirements, corporate actions, or timing of filings. Clicking on Investor numbers in each tab will open Firm Shareholder report with respective filter

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