r/stocks•
asperger

Is it possible to search for investment funds based on their stock portfolio?

Hi,

I've started a savings account where I plan to monthly set aside some money in investment funds. I'm going to put two thirds into long term savings in index funds and one third into actively managed funds.

For the actively managed funds I plan to zone in on some industry sectors that I think will do well in the future, and pick funds depending on fees/structure/what shares they own etc.

Now, I'm not feeling confident enough to trade in stocks myself, but I have a gut feeling about some stocks that I think will grow over time. Say for example that I like Coca-Cola, and would like to invest in a fund that owns Coca-Cola shares.

For the time being I have scrolled through lists of funds and looked at what stocks they own. Would it be possible to reverse the search, i.e. searching for "Coca-Cola" and find all investment funds that own Coca-Cola shares? I realize that the point of actively managed funds is for the manager to switch up the portfolio when they see fit, but try to humor this question nonetheless!

Hopefully my question is clear – English isn't my first language so it's possible the finance terminology doesn't translate right.

Thanks in advance!

Posted Dec 8, 2019, 9:22 AM UTC

07
ratherlong•

No idea, I’ve also looked for this!

1
[deleted]•

Yes. You can view the largest shareholders of a stock.

1
aspergerOP•

Can you explain a bit more in detail how I would go about doing this?

1
[deleted]•

I doubt you have a Bloomberg terminal like me, so you have to do it the old fashion way...

Go to Nasdaq.com

search the company

click on "filings ownership"

click on "institutional ownership" scroll down.. boom, there's the holders.

https://www.nasdaq.com/market-activity/stocks/aapl/institutional-holdings

https://www.nasdaq.com/market-activity/stocks/ko/institutional-holdings

1
aspergerOP•

Alright! But that only gives me the investment companies, right? Not the names of specific funds. But perhaps this is as close as I can get to what I'm looking for?

1
[deleted]•

The companies are the funds... Collect the names, do a mutual fund or fund search, and you'll see the funds holdings.

​

If you need my help, I can use the power of my terminal and just get the names directly for you.... I have access to everything ;) the power of Bloomberg at my hands.

1
[deleted]•

[removed]

1