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IT Holdings
Captain Slugwash
Posted: 07 September 2017 19:59:28(UTC)
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With etfdb.com I can check which ETFs have exposure to certain stocks.

This example for Pfizer;

http://etfdb.com/stock/PFE/

Does anyone know of a similar tool for UK Investment Trusts without trawling through the factsheets?

Thanks.
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Tim D on 09/09/2017(UTC)
Paul Whitnall
Posted: 09 September 2017 15:53:55(UTC)
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Trustnet
Tim D
Posted: 09 September 2017 18:17:17(UTC)
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Paul Whitnall;50949 wrote:
Trustnet


Really? Where? I can't see anything at https://www2.trustnet.com/Tools/Tools.aspx or places like https://www2.trustnet.com/Tools/Adv-Search.aspx which lets me from a given stock to a list of funds/ITs/ETFs holding it. Do they have one?
Captain Slugwash
Posted: 09 September 2017 19:14:17(UTC)
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I couldn't find a similar function on Trustnet either Tim.

Certainly not where you can just type in the company ticker and be presented with a list of top holding ETF's as is this case on etfdb.com

That being said, I suppose it is easier to calculate for ETF's as they are usually just tracking a sector by market cap or equal weighting? A bit more difficult for IT's whose holdings are opinion driven.
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Jon Snow on 09/09/2017(UTC)
Colb
Posted: 10 September 2017 06:46:36(UTC)
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Does not fully answer the question but FT web site lists the main institutional owners of a share.
For Pfizer:
https://markets.ft.com/d...rsheet/profile?s=PFE:NYQ
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Captain Slugwash on 10/09/2017(UTC), Tim D on 10/09/2017(UTC)
Paul Whitnall
Posted: 10 September 2017 07:29:35(UTC)
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Tim D;50951 wrote:
Paul Whitnall;50949 wrote:
Trustnet


Really? Where? I can't see anything at https://www2.trustnet.com/Tools/Tools.aspx or places like https://www2.trustnet.com/Tools/Adv-Search.aspx which lets me from a given stock to a list of funds/ITs/ETFs holding it. Do they have one?

If you go to investments , then investment trusts, they are all listed and if you click on each one it gives you their top holdings. I am not sure if there is a way to check from the individual holding.
Tim D
Posted: 10 September 2017 09:35:00(UTC)
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Paul Whitnall;50956 wrote:
Tim D;50951 wrote:
Paul Whitnall;50949 wrote:
Trustnet


Really? Where? I can't see anything at https://www2.trustnet.com/Tools/Tools.aspx or places like https://www2.trustnet.com/Tools/Adv-Search.aspx which lets me from a given stock to a list of funds/ITs/ETFs holding it. Do they have one?

If you go to investments , then investment trusts, they are all listed and if you click on each one it gives you their top holdings. I am not sure if there is a way to check from the individual holding.


Ah, but any old site with IT/fund/ETF info seems to list top holdings. Look at the etfdb.com link in Captain Slugwash's original post and understand what it's showing you: that's the tool we're looking for.

chubby bunny
Posted: 10 September 2017 11:02:34(UTC)
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I think this is possible for ETFs because they have to disclose their full holdings much more often than OEICS and ITs, most of which tend to do so only in their annual reports.

Trustnet only shows the top 10 holdings and their analysis doesn't go much further than sector and geography, which isn't much more than you can get from management companies' own fact sheets.

Morningstar provide more detail such as valuations and growth rates, so presumably they can see and analyse the whole portfolio and not just the top 10, but I can't see a tool on their website that would let you screen by stock.
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