North American Institutional Ownership Analysis

Ipreo is headquartered in Manhattan, but as a global company dedicated to providing insight and analysis across the global markets, we have offices on multiple continents, including Asia, Africa, and Europe. We monitor activity and serve clients in every financial hub around the world.

Our offices in England, Germany, Austria and France support our European corporate business with local sales, account management and GMI production of corporate services and market intelligence on the ground. Recently, as part of our daily efforts to provide local insight and support to all of our constituents in every market, we put together a report on the level of North American investment in CAC 40, DAX 30, FTSE MIB and SMI 20 companies.

The CAC 40, DAX 30, FTSE MIB and SMI 20 are the most widely-used French, German, Italian and Swiss stock indices. Ipreo analyzed the aggregated trend of North American institutional ownership in those indices over the period Q4 2011 to Q4 2016 using publicly available data, focusing on:

  • Investment analysis by region and investment styles of investors
  • Top holders, buyers and sellers
  • Largest hedge fund ownership
  • Largest activist holders

Read the full report.