metadata
language:
- en
license: other
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dataset_info:
features:
- name: symbol
dtype: string
- name: datetime
dtype: string
- name: std_percentoftotal_fund_median
dtype: float64
- name: std_put_call_ratio_fund_median
dtype: float64
- name: std_derivative_ratio_fund_median
dtype: float64
- name: derivative_ratio_fund_median
dtype: float64
- name: put_call_ratio_fund_median
dtype: float64
- name: fund_ratio_fund_median
dtype: float64
- name: debt_ratio_fund_median
dtype: float64
- name: preferred_ratio_fund_median
dtype: float64
- name: totalvalue_median
dtype: float64
- name: percentoftotal_median
dtype: float64
- name: shrholdings_growth_median
dtype: float64
- name: totalvalue_growth_median
dtype: float64
- name: put_call_ratio_fund_growth_median
dtype: float64
- name: derivative_ratio_fund_growth_median
dtype: float64
- name: market_tilt_pca_median
dtype: float64
- name: sector_tilt_pca_median
dtype: float64
- name: strategy_tilt_pca_median
dtype: float64
- name: quantitative_tilt_pca_median
dtype: float64
- name: instrument_tilt_pca_median
dtype: float64
- name: weight_variability_median
dtype: float64
- name: weight_mean_median
dtype: float64
- name: weight_coff_variance_median
dtype: float64
- name: weight_max_median
dtype: float64
- name: weight_kurtosis_median
dtype: float64
- name: weight_skew_median
dtype: float64
- name: num_investments_median
dtype: float64
- name: new_investments_median
dtype: float64
- name: divestments_median
dtype: float64
- name: new_investments_to_divestments_median
dtype: float64
- name: portfolio_turnover_median
dtype: float64
- name: net_change_to_investments_median
dtype: float64
- name: uncorrelated_percentile_median
dtype: float64
- name: flow_percentage_mean_median
dtype: float64
- name: performance_value_mean_median
dtype: float64
- name: fund_return_quarter_median
dtype: float64
- name: fund_flows_percent_quarter_median
dtype: float64
- name: std_percentoftotal_fund_std
dtype: float64
- name: std_put_call_ratio_fund_std
dtype: float64
- name: std_derivative_ratio_fund_std
dtype: float64
- name: derivative_ratio_fund_std
dtype: float64
- name: put_call_ratio_fund_std
dtype: float64
- name: fund_ratio_fund_std
dtype: float64
- name: debt_ratio_fund_std
dtype: float64
- name: preferred_ratio_fund_std
dtype: float64
- name: totalvalue_std
dtype: float64
- name: percentoftotal_std
dtype: float64
- name: shrholdings_growth_std
dtype: float64
- name: totalvalue_growth_std
dtype: float64
- name: put_call_ratio_fund_growth_std
dtype: float64
- name: derivative_ratio_fund_growth_std
dtype: float64
- name: market_tilt_pca_std
dtype: float64
- name: sector_tilt_pca_std
dtype: float64
- name: strategy_tilt_pca_std
dtype: float64
- name: quantitative_tilt_pca_std
dtype: float64
- name: instrument_tilt_pca_std
dtype: float64
- name: weight_variability_std
dtype: float64
- name: weight_mean_std
dtype: float64
- name: weight_coff_variance_std
dtype: float64
- name: weight_max_std
dtype: float64
- name: weight_kurtosis_std
dtype: float64
- name: weight_skew_std
dtype: float64
- name: num_investments_std
dtype: float64
- name: new_investments_std
dtype: float64
- name: divestments_std
dtype: float64
- name: new_investments_to_divestments_std
dtype: float64
- name: portfolio_turnover_std
dtype: float64
- name: net_change_to_investments_std
dtype: float64
- name: uncorrelated_percentile_std
dtype: float64
- name: flow_percentage_mean_std
dtype: float64
- name: performance_value_mean_std
dtype: float64
- name: fund_return_quarter_std
dtype: float64
- name: fund_flows_percent_quarter_std
dtype: float64
- name: totalvalue
dtype: float64
- name: total_derivatives
dtype: float64
- name: percentoftotal
dtype: float64
- name: growth_totalvalue
dtype: float64
- name: growth_shrholders
dtype: float64
- name: growth_shrvalue
dtype: float64
- name: growth_percentoftotal
dtype: float64
- name: growth_shrholder_value_divergence
dtype: float64
- name: diversification_score_ticker
dtype: float64
- name: derivative_ratio_ticker
dtype: float64
- name: derivative_holder_ratio
dtype: float64
- name: derivative_holder_value_divergence
dtype: float64
- name: short_interest
dtype: float64
- name: security_concentration
dtype: float64
- name: put_call_ratio_ticker
dtype: float64
- name: put_call_holder_ratio
dtype: float64
- name: put_holder_value_sentiment_divergence
dtype: float64
- name: value_per_holder
dtype: float64
- name: debt_equity_ratio
dtype: float64
- name: historical_high_sharevalue
dtype: float64
- name: percentage_from_high_sharevalue
dtype: float64
- name: previous_high_sharevalue
dtype: float64
- name: percentage_above_previous_high
dtype: float64
- name: overweight
dtype: float64
- name: allocation_pressure_percentile
dtype: float64
- name: net_flows_sum
dtype: float64
- name: net_flows_max
dtype: float64
- name: net_flows_std
dtype: float64
- name: net_flows_mean
dtype: float64
- name: net_flows_inflow_outflow_value_ratio
dtype: float64
- name: net_flows_inflow_outflow_count_ratio
dtype: float64
- name: appreciation_value_sum
dtype: float64
- name: new_value_sum
dtype: float64
- name: turnover_percentage_median
dtype: float64
- name: quarter_return
dtype: float64
- name: quarter_flows
dtype: float64
- name: derivative_overloaded
dtype: float64
- name: put_overloaded
dtype: float64
SOV-Quarterly-InstitutionalTrading
Quarterly summary of institutional trading behavior across ~4,987 tickers, sourced from SOV.AI. The dataset captures fund ratios, derivative usage, shareholder flows, and allocation pressure metrics to help investors analyze positioning and risk.
- Source:
sov.data("institutional/trading") - Coverage: 2016-12-31 onward (full history available)
- Cadence: Updated quarterly as new filings arrive after US market close (EST)
- Models: Simple calculations and aggregations that produce standardized ratios and flow metrics
- Documentation: Refer to the "Institutional Trading" tutorial for worked examples
Data Source
Data provided by SOV.AI. For complete history (~1GB) use sov.data("institutional/trading", full_history=True). Filter by symbol/date with the tickers and start_date arguments.