Institutional Investment Drops At Small-Cap Companies
According to the IR Magazine’s Global Investor Relations Practice Report 2016, institutional investors make up just 47% of shareholders in small-cap companies down from 50% in 2015.
This compares with 59 percent institutional ownership at mid, large and mega-cap companies, while 56 percent of stock globally is held by institutional investors.
At the same time that institutions have been cutting investment to small caps, the proportion of shares held by retail investors has remained the same, at 28% of the investor portfolio – by far the largest retail ownership across the different cap sizes measured.
State ownership and investment from sovereign wealth funds stands at 3 percent, founder or founding family ownership at 18 percent, and ‘other’ share ownership at 4 percent.
Learn more in IR Magazine’s Global Investor Relations Practice Report 2016.