Are Institutions Heavily Invested In Bank Polska Kasa Opieki S.A.'s (WSE:PEO) Shares?

The big shareholder groups in Bank Polska Kasa Opieki S.A. (WSE:PEO) have power over the company. Large companies usually have institutions as shareholders, and we usually see insiders owning shares in smaller companies. We also tend to see lower insider ownership in companies that were previously publicly owned.

Bank Polska Kasa Opieki has a market capitalization of zł18b, so it's too big to fly under the radar. We'd expect to see both institutions and retail investors owning a portion of the company. Taking a look at our data on the ownership groups (below), it seems that institutions own shares in the company. We can zoom in on the different ownership groups, to learn more about Bank Polska Kasa Opieki.

Check out our latest analysis for Bank Polska Kasa Opieki

What Does The Institutional Ownership Tell Us About Bank Polska Kasa Opieki?

Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices.

As you can see, institutional investors have a fair amount of stake in Bank Polska Kasa Opieki. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Bank Polska Kasa Opieki, (below). Of course, keep in mind that there are other factors to consider, too.

Bank Polska Kasa Opieki is not owned by hedge funds. Looking at our data, we can see that the largest shareholder is Powszechny Zaklad Ubezpieczen SA with 20% of shares outstanding. Polski Fundusz Rozwoju S.A is the second largest shareholder owning 13% of common stock, and Aviva Powszechne Towarzystwo Emerytalne Aviva Santander S.A. holds about 5.1% of the company stock.

Looking at the shareholder registry, we can see that 50% of the ownership is controlled by the top 11 shareholders, meaning that no single shareholder has a majority interest in the ownership.

While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.

Insider Ownership Of Bank Polska Kasa Opieki

The definition of an insider can differ slightly between different countries, but members of the board of directors always count. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.

Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.

Our data cannot confirm that board members are holding shares personally. It is unusual not to have at least some personal holdings by board members, so our data might be flawed. A good next step would be to check how much the CEO is paid.

General Public Ownership

With a 44% ownership, the general public have some degree of sway over Bank Polska Kasa Opieki. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies.

Public Company Ownership

It appears to us that public companies own 20% of Bank Polska Kasa Opieki. We can't be certain but it is quite possible this is a strategic stake. The businesses may be similar, or work together.

Next Steps:

It's always worth thinking about the different groups who own shares in a company. But to understand Bank Polska Kasa Opieki better, we need to consider many other factors. Be aware that Bank Polska Kasa Opieki is showing 1 warning sign in our investment analysis , you should know about...

Ultimately the future is most important. You can access this free report on analyst forecasts for the company.

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.

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